Podcasts about TSMC

"I quote a study that looked at  84 countries in terms of internal migration and India was dead last. That's not a knock against the culture. It's just not part of the culture that young women in particular leave home at 17, go to the other side of the country and work in a factory. You don't have that. So what's the phrase: Culture eats strategy for breakfast. Apple might have a plan, but  like good luck upending 5,000 years of Indian culture to make it happen." - Patrick McGee, author of "Apple in China" Fresh out of the studio, Patrick McGee, San Francisco correspondent for the Financial Times and author of "Apple in China: The Capture of the World's Greatest Company" joined us in a conversation to unravel the extraordinary story of how the world's most valuable company became inextricably entangled with China. Patrick shared the backstory behind Apple's century-defining Faustian bargain and progressed through how he uncovered the untold story of Asia's contract manufacturing history through Apple's supply chain point of view. He unpacks the famous "Apple Squeeze" philosophy of paying suppliers minimally while providing invaluable training, and shares fascinating stories from characters like the ruthless negotiator Tony Blevins to the tragic figure of Jackie Haynes. Throughout the conversation, Patrick demonstrates how Apple inadvertently created China's contract manufacturing capabilities and explains why the company's current attempts to diversify to India face insurmountable cultural and political barriers. Last but not least, he argues that Apple's very success in China has become its greatest vulnerability, trapped in a relationship where going too fast risks Beijing's ire, while going too slow means remaining stuck in an increasingly untenable position. Episode Highlights: [00:03] Quote of the Day by Patrick McGee [01:00] Introduction: Patrick McGee, author of "Apple in China" [03:12] Lessons from Patrick's Career Journey [05:13] March 15, 2013: Xi Jinping's political awakening - Apple's first "oh shit moment" in China, just 12 hours after his inauguration [10:25] Apple's manufacturing DNA - why they control supply chains differently than other tech companies [12:09] The secret pyramid: ID → PD → MD - how Apple's industrial design gets translated into manufacturing reality [16:11] Terry Gou's legendary call: "I can fix this" - the moment Foxconn became Apple's key manufacturing partner [19:38] OEM vs ODM strategy: Why Terry Gou chose to never compete with clients, focusing on vertical integration instead [25:00] Tony Blevins' ruthless negotiations: "We don't have time for you to read the contract. You just need to sign it now" [26:45] The "Apple Squeeze" revealed: "We won't pay you much, but the experience will be invaluable" [28:27] Staggering impact: Apple trained 28 million people - greater than California's labor force, 6x Singapore's population [34:03] The Gang of Eight: Apple's first senior team living in China to navigate political pressures [41:45] Chinese dominance: Huawei, Xiaomi, and others now control 55% of global smartphone market share [48:08] Apple's double whammy: Supply Chain locked in China and TSMC [52:37] Apple's impossible balancing act in India: "Go too fast, risk Beijing's ire. Go too slow, remain stuck" [53:11] Jackie Haynes tragedy: Apple's failed attempt to improve worker conditions caught between operational demands and Xi Jinping's crackdown [57:09] Closing Profile: Patrick McGee, Author of "Apple in China": https://appleinchina.com and San Francisco correspondent for Financial Times LinkedIn: https://www.linkedin.com/in/prmcgee/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@Analys1eAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

Atout stratégique de l'île contre la Chine et pour la protection des Etats-Unis, le fondeur taïwanais de semi-conducteurs est l'objet de convoitise. Pour en parler Dans « La Story », le podcast d'actualité, Pierrick Fay reçoit Benaouda Abdeddaïm, l'auteur de « Machiavel », la nouvelle note stratégique, au croisement de la géopolitique et de l'économie, que lance la rédaction des « Echos ».Retrouvez l'essentiel de l'actualité économique grâce à notre offre d'abonnement Access : abonnement.lesechos.fr/lastory« La Story » est un podcast des « Echos » présenté par Pierrick Fay. Cet épisode a été enregistré en juin 2025. Rédaction en chef : Clémence Lemaistre. Invité : Benaouda Abdeddaïm (éditorialiste spécialiste des affaires économiques internationales aux « Echos », auteur de « Machiavel »). Réalisation : Nicolas Jean. Chargée de production et d'édition : Michèle Warnet. Musique : Théo Boulenger. Identité graphique : Upian. Photo : Shutterstock. Sons : La Libre.be, « Le Seigneur des anneaux : Les Deux Tours » (2002), « Le Seigneur des anneaux : La Communauté de l'anneau » (2001), « L'aventure c'est l'aventure » (1972), « Zero Day » (2025). Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Meta has some new smartglasses. How long can the TikTok groundhog day go on? Masa Son wants to create a Shenzhen-like production city here in the US. Are your smart cameras a national security threat to the home front in a war? And, of course, the Weekend Longreads Suggestions.Sponsors:Factor75.com/rideLinks:Meta announces Oakley smart glasses (The Verge)Meta tried to buy Ilya Sutskever's $32 billion AI startup, but is now planning to hire its CEO (CNBC)Trump extends TikTok ban deadline for a third time, without clear legal basis (AP)Publishers facing existential threat from AI, Cloudflare CEO says (Axios)Masa Son Pitches $1 Trillion US AI Hub to TSMC, Trump Team (Bloomberg)Israeli Officials Warn Iran Is Hijacking Security Cameras to Spy (Bloomberg)Weekend Longreads Suggestions:Scientists once hoarded pre-nuclear steel; now we're hoarding pre-AI content (ArsTechnica)Why Everything in the Universe Turns More Complex (QuantaMagazine)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The 5 things you need to know before the stock market opens today: President Trump says a decision on U.S. involvement in the Middle East conflict will come within two weeks, Iran's foreign minister meets with European counterparts in Switzerland, SoftBank is reportedly in talks with TSMC to build a trillion-dollar robotics and AI complex in Arizona, Microsoft may end negotiations with OpenAI, and a SpaceX Starship rocket exploded during testing at its Texas facility. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 

MRKT Matrix - Friday, June 20th S&P 500 slips a day after holiday as traders weigh next moves by the Fed and Trump (CNBC) Fed Governor Waller says central bank could cut rates as early as July (CNBC) Microsoft Plans to Cut Thousands More Employees (WSJ) The Real Message Andy Jassy Is Sending to Employees on AI (WSJ) Silicon Valley's ‘Tiny Team' Era is Here (Bloomberg) Masa Son Pithes $1 Trillion US AI Hub to TSMC, Trump Team (Bloomberg) Employees Terrified of ICE Raids Are Failing to Show Up at Work (Bloomberg) Who are the companies hoarding bitcoin? (Financial Times) The crypto treasury trend grows (Axios) Japan Surprises With Bigger Cut to Super-Long Bond Issuance (Bloomberg) US Tariff Spike Hits China's Small Parcels, Squeezing Exporters (Bloomberg) Surging Silver Prices Prompt Americans to Empty Jewelry Boxes and Coin Jars (WSJ) -- Subscribe to our newsletter: ⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Chuck Zodda and Mike Armstrong discuss the Fed seeing higher inflation and slower growth ahead. While the Fed holds rates steady, Credit Card ARPs are still rising, why? What are stablecoins and why is congress pushing the Genius Act? US tariff spike hits China's small parcels. Masa Son pitches $1T US AI hub to TSMC and Trump.

Ce jeudi 19 juin, François Sorel a reçu Guillaume Grallet, journaliste du Point, Alain Goudey, directeur général adjoint de Neoma Business School, Julien Villeret, directeur de l'Innovation chez EDF, et Hugo Borensztein, cofondateur et président d'Omi. Ils sont revenus sur les confessions du patron de Telegram dans Le Point, ainsi que le transfert de la production des puces de Google de Samsung vers TSMC, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

Everyone's hyped on OpenAI, ChatGPT, Grok, XAI, etc ... but the company powering them all is making all the guap. Nvidia has printed over $100B in AI profits in the last 6 quarters alone and is showing now signs of stopping. Top-line growth was 69% last quarter. Despite this rapid growth and dominance in AI, Nvidia trades for 43X trailing earnings, and maybe around 30X forward earnings (depending on growth). This is nowhere near bubble territory. With Owner/Operator/Founder Jensen Huang continuing to innovate at a breakneck pace, why is the market skeptical this growth will continue? Isn't the AI revolution just getting started? Maybe it's because Nvidia relies on TSMC to make their chips and Grok/ChatGPT to build the UI for consumers ... let me know your thoughts on Nvidia stock in the comments below.

Legendary technologist and investor Bill Tai joins our latest episode for a wide-ranging conversation spanning decades of Silicon Valley innovation. Bill shares his remarkable journey from being employee #1 at TSMC to becoming one of the first seed investors in Zoom and Canva, and his early embrace of Bitcoin when it was priced at just 7 cents.The conversation explores Bill's unique investment philosophy shaped by mentorship from Don Valentine of Sequoia Capital, his innovative approach to building entrepreneurial communities through kiteboarding, and his insights into the intersection of AI, energy infrastructure, and cryptocurrency. Bill discusses the massive energy crisis facing AI data centers, drawing parallels to the telecom infrastructure buildout of the 1980s.From his early days as a kid reverse-engineering electronics to his current role as Chairman of Hut Eight Mining and his partnership with the Trump organization on American Bitcoin Corp, Bill provides invaluable insights into recognizing structural market changes and backing the right entrepreneurs and emerging technologies at the right time.LinksLearn more about Bill's blockchain companies Hut Eight Mining and BITFURY - Hut 8 Corp, BITFURYBill's original tweet from 2010 about the potential of bitcoin: https://www.instagram.com/p/Bb7QQ8GHN12/?igsh=NTc4MTIwNjQ2YQ%3D%3D Read Bill's founding stories on Zoom and Canva: https://medium.com/@billtai/30b-stress-test-on-necker-island-814553c7f520Bill's early memo detailing his conviction about Zoom's technology: https://www.instagram.com/p/BwcaZjFpNrs/?igsh=NTc4MTIwNjQ2YQ== Article: Design start-up Canva raises $3 million after kitesurfing in Hawaii: https://www.smartcompany.com.au/startupsmart/design-start-up-canva-raises-3-million-after-kitesurfing-in-hawaii Canva now tops the list of most popular AI tools: https://explodingtopics.com/blog/most-popular-ai-tools Learn about TSMC's history - Taiwan SemiconductorRead the article that changed Bill's life - Secrets of the Little Blue BoxMore fun items mentioned during the discussion2600 Hacker Quarterly: https://www.2600.com/The Cap'N Crunch whistle used by early hackers: https://www.atlasobscura.com/articles/capn-crunch-whistleThe Radio Shack 100-in-one electronics kit: https://www.rcgrabbag.com/radio-shack-100-in-1-electronic-project-kit/

Join Jacob Hansen and Colton Browning as they delve into their backgrounds in the AEC industry, emphasizing the importance of relationships and strategies for scaling firms. They explore the evolution of services with Building Information Modeling (BIM), discussing its purpose, application, and the need for buy-in and communication. A case study on BIM at TSMC highlights its practical use. The episode addresses challenges in scheduling, cost, and collaboration, stressing early involvement and coordination between contractors. Listen in for BIM war stories and success tales, offering insights and advice for newcomers to the field.

Our 212th episode with a summary and discussion of last week's big AI news! Recorded on 06/33/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: OpenAI introduces O3 PRO for ChatGPT, highlighting significant improvements in performance and cost-efficiency. Anthropic sees an influx of talent from OpenAI and DeepMind, with significantly higher retention rates and competitive advantages in AI capabilities. New research indicates that reinforcing negative responses in LLMs significantly improves performance across all metrics, highlighting novel approaches in reinforcement learning. A security flaw in Microsoft Copilot demonstrates the growing risk of AI agents being hacked, emphasizing the need for robust protection against zero-click attacks. Timestamps + Links: (00:00:11) Intro / Banter (00:01:31) News Preview (00:02:46) Response to Listener Reviews Tools & Apps (00:04:48) OpenAI adds o3 Pro to ChatGPT and drops o3 price by 80 per cent, but open-source AI is delayed (00:09:10) Cursor AI editor hits 1.0 milestone, including BugBot and high-risk background agents (00:13:07) Mistral releases a pair of AI reasoning models (00:16:18) Elevenlabs' Eleven v3 lets AI voices whisper, laugh and express emotions naturally (00:19:00) ByteDance's Seedance 1.0 is trading blows with Google's Veo 3 (00:22:42) Google Reveals $20 AI Pro Plan With Veo 3 Fast Video Generator For Budget Creators Applications & Business (00:25:42) OpenAI and DeepMind are losing engineers to Anthropic in a one-sided talent war (00:34:32) OpenAI slams court order to save all ChatGPT logs, including deleted chats (00:37:24) Nvidia's Biggest Chinese Rival Huawei Struggles to Win at Home (00:43:06) Huawei Expected to Break Semiconductor Barriers with Development of High-End 3nm GAA Chips; Tape-Out by 2026 (00:45:21) TSMC's 1.4nm Process, Also Called Angstrom, Will Make Even The Most Lucrative Clients Think Twice When Placing Orders, With An Estimate Claiming That Each Wafer Will Cost $45,000 (00:47:43) Mistral AI Launches Mistral Compute To Replace Cloud Providers from US, China Projects & Open Source (00:51:26) ProRL: Prolonged Reinforcement Learning Expands Reasoning Boundaries in Large Language Models Research & Advancements (00:57:27) Kinetics: Rethinking Test-Time Scaling Laws (01:05:12) The Surprising Effectiveness of Negative Reinforcement in LLM Reasoning (01:10:45) Predicting Empirical AI Research Outcomes with Language Models (01:15:02) EXP-Bench: Can AI Conduct AI Research Experiments? Policy & Safety (01:20:07) Large Language Models Often Know When They Are Being Evaluated (01:24:56) Beyond Induction Heads: In-Context Meta Learning Induces Multi-Phase Circuit Emergence (01:31:16) Exclusive: New Microsoft Copilot flaw signals broader risk of AI agents being hacked—‘I would be terrified' (01:35:01) Claude Gov Models for U.S. National Security Customers Synthetic Media & Art (01:37:32) Disney And NBCUniversal Sue AI Company Midjourney For Copyright Infringement (01:40:39) AMC Networks is teaming up with AI company Runway

Google is begonnen met bepaalde online-zoekresultaten aanbieden in audiovorm, oftewel als AI-podcast, onder de naam Audio Overviews. Joe van Burik vertelt erover in deze Tech Update. Verder in deze Tech Update: Taiwan heeft een harde klap uitgedeeld aan China in de chip-sector door Huawei en Semiconductor Manufacturing International Corp (SMIC) op de zwarte lijst te zetten, waardoor ze niets meer kunnen afnemen bij TSMC zonder nadrukkelijke goedkeuring van de overheid AI-aangedreven Sprookjesboom in De Efteling kraamde heel wat onzin uit in zijn eerste proefperiode See omnystudio.com/listener for privacy information.

Bij Amazon kun je ondertussen alles krijgen. Wat begon als boekenwinkel groeide uit naar een webwinkel met alles wat je hartje begeert, een streamingdienst, een cloudbedrijf... Maar Amazon blijkt ook Rupsje Nooitgenoeg, want het wil méér. Het bedrijf vindt dat het veel te veel geld kwijt is aan betaaldiensten zoals Visa en Mastercard, en denkt er daarom aan om klanten met cryptomunten te laten betalen. Een keuze die ook Adyen zou kunnen raken. Amazon is trouwens niet de enige, want ook Walmart verschillende luchtvaartmaatschappijen en reiswebsite Expedia maken plannen voor het gebruik van stablecoins. Hoe groot is die dreiging? Dat hoor je in deze aflevering. Dan vertellen we je ook over een bedrijf dat denkt zijn beurswaarde te kunnen verdubbelen. En dat met één simpele aanwinst, een nieuwe topman. Luxebedrijf Kering is de gelukkige nieuwe eigenaar van Luca de Meo, de man die de beurswaarde van Renault keer twee wist te krijgen. Hij kondigt dan ook plotseling zijn vertrek aan bij de automaker. Daar zitten beleggers daarom juist met de handen in het haar. We geven je natuurlijk een update over de handelsoorlog. Donald Trump noemde de deal die zijn team vorige week met China sloot nog fantastisch, en hij beloofde dat iedereen er blij van zou worden. Maar vooralsnog lijkt er vrij weinig van de afspraken terecht te komen. En je leert hoe Wesley door AI een stukje bewijs kreeg voorgeschoteld, waarmee hij zijn gelijk kon halen over AI die jouw baan komt afpakken. See omnystudio.com/listener for privacy information.

Daniel Mahncke and Shawn O'Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world's leading-edge chip production, fabricating Apple's A- and M-series processors, Nvidia's AI GPUs, and virtually every 3nm part on the planet. In this episode, you'll learn how Morris Chang's radical bet rewired the semiconductor industry, why extreme scale and EUV mastery give TSMC a moat rival chipmakers can't cross, how its Arizona and Japan fabs fit into a strategy shaped by China-Taiwan tension, and how wafer volumes, node mix, and multi-billion-dollar capex translate into free-cash-flow and ROIIC. Daniel and Shawn also debate the right way to price the ever-present geopolitical “wipe-out” tail risk, and ask whether today's market price offers a margin of safety on what could be the most important company in the world. Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 07:39 - How TSMC evolved from a government-backed project to a trillion-dollar company 07:45 - How the semiconductor industry works 16:10 - Where TSMC's dominance comes from 31:27 - What moat protects TSMC's business 39:54 - What the competitive landscape looks like 43:55 - Where future growth is coming from 49:45 - How geopolitical risk is impacting TSMC 1:03:25 - Whether TSMC is attractively valued at its current levels 1:09:18 - Whether Shawn & Daniel add TSM to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠The Intrinsic Value Community.⁠ Interview with TSMC Founder Morris Chang Quartr's Overview of TSMC NZS Semiconductor Whitepaper Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: • Airbnb⁠ Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

S&P futures slightly pointing down. European equity markets pared early loss. Asian equity markets mostly higher, with Nikkei seeing decent gains. Taiwan a notable outperformer on TSMC gains. China markets underperform. For treasuries, 10-year yields down 4bps to 4.5%. Dollar firmer. Oil up, gold down, industrial metals lower. Cryptocurrencies consolidating overnight gains. For latest update on trade talks, US and China meetings in London to extend through Tuesday after representatives from both sides met for more than six hours. Nothing substantive emerged from first day of talks with US officials describing them as fruitful. President Trump said he has received good reports from meeting though China's not easy to deal with. Export controls were a focus of talks after China and US traded criticisms of each other's curbs on rare earths and technology.Companies Mentioned: GFL Environmental, EchoStar, Meta Platforms

Het was de kortste presentatie sinds de aankondiging van de iPhone. De eerste iPhone wel te verstaan. In ongeveer anderhalf uur vloog topman Tim Cook (op de jaarlijkse World Wide Developer Conference) met z'n collega's door de nieuwste bedenksels van Apple heen. En daaruit bleek dat Apple het nog steeds NIET voor elkaar krijgt om hun eigen AI te maken. Het hoogtepunt was een nieuw uiterlijk voor alle Apple-systemen. Maar ook dat ging niet helemaal goed. Want bij de video die Apple erover op YouTube publiceerde stond het YouTube logo over de G en de L van Liquid Glass heen. Waardoor er Liquid Ass stond.Apple werd ineens een grap. Daar hebben we het deze aflevering over. Hoe kon het zo ver komen en hoe komt Apple hieruit? En kan het nog een rol van betekenis spelen op het gebied van AI?Misschien moeten we even bellen met Mark Zuckerberg. Zijn Meta loopt ook hopeloos achter, maar hij heeft de oplossing gevonden! Hij speelt recruiter en is persoonlijk in gesprek met nerds.Verder hebben we het ook over de onderhandelingen tussen de Amerikanen en Chinezen, in Londen. De vorige gesprekken (in Geneve) bevielen de kemphanen zo goed, dat ze ze voortzetten in een ander land. We kijken of het einde van de handelsoorlog nu eindelijk nabij is. De termijn van Klaas Knot komt ook steeds dichterbij. Nog maar drie weken en dan is 'ie baas van De Nederlandsche Bank af. Maar er is nog steeds géén opvolger. En dat heeft gevolgen voor het rentebeleid van de ECB.See omnystudio.com/listener for privacy information.

TSMC says that the Trump tarrifs could hurt it's investment plans.

Plus: Lawyers from Meta challenge the European Commission's crackdown on the company's social-networking business. And chip giant TSMC forecasts limited impact from tariffs, remaining on track for record earnings. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Join me for episode 429 of the Mobile Tech Podcast with guest Ray Wong of Gizmodo -- brought to you by Mint Mobile. In this week's show, we share our thoughts on the state of AI gadgets, from the Humane Pin, to the Rabbit R1, to the upcoming OpenAI device. We then discuss the Realme GT 7 and Moto Edge (2025), and cover news, leaks, and rumors from Google, Samsung, Apple, OnePlus, Nothing, RedMagic, and Xiaomi.Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Ray Wong: https://www.threads.com/@sourlemons- Rabbit teases redesigned R1 UI: https://gizmodo.com/rabbit-teases-redesigned-r1-ui-after-design-god-jony-ive-dumps-on-ai-gadgets-2000607715- Realme GT 7 and 7T: https://www.gsmarena.com/realme_gt_7_and_gt_7t_make_their_global_debut_-news-67973.php- Moto Edge (2025): https://www.gsmarena.com/motorola_launches_the_edge_2025_in_north_america_with_a_new_ai_key-news-67986.php- Google Pixel 10 series to use MediaTek's T900 modem and TSMC fab: https://www.gsmarena.com/google_pixel_10_series_will_keep_this_important_connectivity_feature_despite_modem_swap-news-68021.php- Google Pixel 10 series leaks: https://www.gsmarena.com/google_pixel_10_appears_in_spy_shots_colors_also_revealed-news-67956.php- Samsung Galaxy Z Flip7 to be Exynos-powered worldwide: https://www.sammobile.com/news/samsung-galaxy-z-flip-7-usa-exynos-not-snapdragon/- Samsung OneUI 8 beta: https://9to5google.com/2025/05/28/samsung-one-ui-8-update-everything-new-changelog/- Apple iPhone 17 Air silicon-carbon battery rumor: https://www.gsmarena.com/iphone_17_airs_weight_rumored_along_with_siliconcarbon_battery_interesting_frame_material-news-67988.php- Apple new OS naming rumor: https://9to5mac.com/2025/05/28/apples-new-os-naming-vs-iphone-17/- OnePlus announces new AI features: https://www.gsmarena.com/oneplus_announces_new_ai_features_will_debut_alongside_the_oneplus_13s-news-67979.php- Nothing teases that the Glyph interface is dead: https://www.gsmarena.com/nothing_phone_3_wont_have_this_unique_nothing_feature-news-68023.php- RedMagic 10S Pro going global June 5: https://www.gsmarena.com/redmagic_10s_pro_launched_in_china_with_snapdragon_8_elite_leading_edition-news-67964.php- More info on Xiaomi's Xring O1 chip: https://www.youtube.com/watch?v=DDUcepAlHdIAffiliate Links (If you use these links to buy something, we might earn a commission)- Rabbit R1: https://amzn.to/4jwBrq6- Samsung Galaxy S25 Edge: https://amzn.to/43et2TD- Moto G Stylus 5G: https://amzn.to/3ZGNwSy- OnePlus 13: https://amzn.to/3Fq1Fg6- Nothing Phone (3a) Pro: https://amzn.to/43qA9Z2- RedMagic 10 Air: https://amzn.to/4jnVfvL- Xiaomi 15: https://amzn.to/43L8K44

Another quarter is behind us, and NVIDIA just made more money than ever before. Thankfully this "ai" bubble will NEVER burst...right??  ASRock says they have fixed their AM5 issues, 10Gbe is going get inexpensive, and what can Brown do for your AIO?  Also, there is only one rage quit incident.  All that and so much more!00:00 Intro00:23 Patreon plea (and thanks)01:30 Food with Josh03:15 NVIDIA made a lot more money13:11 AMD acquired Enosemi in the name of "ai"15:20 Microsoft wants all software to update just like your phone20:02 This time ASRock really has the fix for dying Ryzen CPUs21:18 TSMC reminds us that they don't need High-NA EUV for leading process tech27:41 What can brown do for your AiO?29:10 Wi-Fi 6 traffic jams31:42 10GbE for 10 bucks (and extended home network speed discussion)41:43 AMD says 8GB is enough VRAM (for 1080p)47:03 Podcast sponsor NordLayer48:45 (in)Security Corner56:55 Gaming Quick Hits1:09:41 Kent reviews two affordable IEMs: Moondrop CHU II and KBEAR Flash1:22:34 Picks of the Week1:35:11 Outro1:35:28 Bonus clip: Kent rage quit the podcast because his mic stopped working ★ Support this podcast on Patreon ★

Ce mercredi 28 mai, François Sorel a reçu Frédéric Simottel, journaliste chez BFM Business, Didier Sanz, journaliste, et Yves Maitre, Operating partner chez Jolt capital et ancien président de HTC. Ils se sont penchés sur la contestation de la stratégie du patron français de STMicroelectronics par le gouvernement italien, l'ouverture prochaine d'une usine de puces à Munich par TSMC, et l'état d'avancement des innovations dans certains pays par rapport à la France, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

Steve Yates speaks with Kerry Brown, professor of Chinese Studies at King's College London and author of Why Taiwan Matters. With decades of experience as a diplomat, scholar, and author of nearly 20 books on Chinese politics, Brown breaks down the complex geopolitical puzzle of Taiwan's past, present, and uncertain future. Brown shares his journey from the UK to Asia, explains Taiwan's hybrid identity, and examines how a small island became a critical player in global stability and tech supply chains. From semiconductors and democracy to China's growing nationalism and military pressure, this conversation explores the tangled web of history, economics, and identity that makes Taiwan such a critical—and dangerous—flashpoint for the 21st century.

Good afternoon, I'm _____ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened down 75-points this morning from yesterday's close, at 21,578 on turnover of $3.6-billion N-T. Shares in Taiwan closed slightly lower Friday as contract chipmaker TSMC recovered earlier losses, while cautious market sentiment persisted amid a spike in U.S. Treasury yields and concerns over rising debt in the world's largest economy. Old economy stocks appeared mixed amid concerns over volatility in the U.S. markets due to rising debt. MOTC: unlicensed drivers to face tougher penalties The Minister of Transportation and Communications says, unlicensed driving will be treated similarly to drunk driving under a new draft amendment. Minister Chen Shi Kai said that new proposed (建議的) penalties, which the ministry has been working on since last year, include unlimited fines for repeat offenders, and the immediate impounding of vehicles. Car owners who allow unlicensed drivers to operate their vehicles will also face harsh (嚴厲的) penalties, according to the minister. Chen also emphasized that the MOTC does not plan to ban older people from driving, rather they hope to ensure that older drivers can drive more safely. Those draft amendments are scheduled to be submitted to the Executive Yuan for approval by the end of next month. Current rules limit fines for unlicensed motorists and motorcyclists at NT$24,000, with repeat offenses within a five-year period receiving the maximum fine and a driving ban. US Embassy in Israel Attacker Detained A U.S. German citizen is under arrest for attempting (試圖) to firebomb the U.S. embassy in Israel. AP correspondent Julie Walker reports Russia Ukraine Complete Prisoner Swap Russia and Ukraine have swapped hundreds more prisoners of war, the third and last part of a major swap and a rare moment of cooperation in otherwise failed efforts to reach a ceasefire. The exchange on Sunday saw each side bring home 303 more soldiers, after each released a total of 307 combatants and civilians on Saturday, and 390 on Friday. The swap was the biggest since Russia's invasion of Ukraine in February 2022 and came just hours after Ukraine's capital of Kyiv and other regions came under a massive (大量的) Russian drone-and-missile attack that killed at least 12 people and injured dozens. Ukrainian officials sad the attack was the largest aerial assault of the war. France 2nd Major Power Outage A second major power outage has hit southeastern France, this time in the city of Nice, after a suspected arson damaged an electrical facility. Police currently have not established a link between Sunday's blackout and a power outage on Saturday that disrupted the city of Cannes during the closing day of its renown film festival. The Nice blackout started around 2 a.m. and left some 45-thousand households without electricity. The city's trams stopped and power was briefly (短暫地) cut to the airport during its overnight closure hours. Power was fully restored by 5:30 a.m. That was the I.C.R.T. EZ News, I'm _____. －－－－以下訊息由 SoundOn 動態廣告贊助商提供－－－－ 遺產稅、房產贈與、信託到底怎麼搞懂？ 《十樂不設

In this ABCD roundup, we unpack the GENIUS Act's bipartisan momentum as the U.S. moves toward stablecoin regulation. We also examine the record-breaking Bitcoin price and futures open interest hitting $72B amid growing institutional demand. In addition, we break down SoftBank's increased investment in TSMC, signaling a deeper bet on AI chip growth, and Google's latest search overhaul with AI chatbots to take on ChatGPT. Plus, Fortnite scores a major legal win against Apple, setting the stage for renewed platform battles in the app economy.   To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.  

The Age of Transitions and UNCLE 5-16-2025AoT#461Peace through strength involves taking world tours to make the big technological deals. Topics include: communication breakdown, technology leading humanity to its own ends, digital dark age, Middle East presidential tour, technological arms race, AI, microprocessors, G42, Humain, China, Saudi Arabia, NVIDIA, AWS, AI zones, UAE, propaganda, TSMC, Taiwan, government contracts, X pure propaganda platform, transitions, fighting the establishment, nationalism, cyber security, free will impossible in techno prison, make the most out of your situation, false consciousness of AI systems, intergenerational warfare, accountability, no normal, impossible to plan a life, metadataUtp#369Uncle keeps riding the wave of his new TikTak with new customers in the Crack Room, and a first time caller. Topics include: the comedy hour, wrestlers, Bencha Mentura, vertigo, new water bottle, digital slider down in OBS, sound settings, pressing buttons, knobs, phone calls, TikTak followers, food videos, 3D printing, pig organs transplanted into humans, NFL schedule released, fish tacos in California, Chargers game in Brazil, prank call, Seinfeld episode with Kramer talking about Pig Man, shout outsFRANZ MAIN HUB:https://theageoftransitions.com/PATREONhttps://www.patreon.com/aaronfranzUNCLEhttps://unclethepodcast.com/ORhttps://theageoftransitions.com/category/uncle-the-podcast/FRANZ and UNCLE Merchhttps://theageoftransitions.com/category/support-the-podcasts/---Email Chuckblindjfkresearcher@gmail.comBE THE EFFECTOchelli Link Treehttps://linktr.ee/chuckochelli

Our 209th episode with a summary and discussion of last week's big AI news! Recorded on 05/16/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. Join our Discord here! https://discord.gg/nTyezGSKwP In this episode: OpenAI has decided not to transition from a nonprofit to a for-profit entity, instead opting to become a public benefit corporation influenced by legal and civic discussions. Trump administration meetings with Saudi Arabia and the UAE have opened floodgates for AI deals, leading to partnerships with companies like Nvidia and aiming to bolster AI infrastructure in the Middle East. DeepMind introduced Alpha Evolve, a new coding agent designed for scientific and algorithmic discovery, showing improvements in automated code generation and efficiency. OpenAI pledges greater transparency in AI safety by launching the Safety Evaluations Hub, a platform showcasing various safety test results for their models. Timestamps + Links: (00:00:00) Intro / Banter (00:01:41) News Preview (00:02:26) Response to listener comments Applications & Business (00:03:00) OpenAI says non-profit will remain in control after backlash (00:13:23) Microsoft Moves to Protect Its Turf as OpenAI Turns Into Rival (00:18:07) TSMC's 2nm Process Said to Witness ‘Unprecedented' Demand, Exceeding 3nm Due to Interest from Apple, NVIDIA, AMD, & Many Others (00:21:42) NVIDIA's Global Headquarters Will Be In Taiwan, With CEO Huang Set To Announce Site Next Week, Says Report (00:23:58) CoreWeave in Talks for $1.5 Billion Debt Deal 6 Weeks After IPO Tools & Apps (00:26:39) The Day Grok Told Everyone About ‘White Genocide' (00:32:58) Figma releases new AI-powered tools for creating sites, app prototypes, and marketing assets (00:36:12) Google's bringing Gemini to your car with Android Auto (00:38:49) Google debuts an updated Gemini 2.5 Pro AI model ahead of I/O (00:45:09) Hugging Face releases a free Operator-like agentic AI tool Projects & Open Source (00:47:42) Stability AI releases an audio-generating model that can run on smartphones (00:50:47) Freepik releases an ‘open' AI image generator trained on licensed data (00:54:22) AM-Thinking-v1: Advancing the Frontier of Reasoning at 32B Scale (01:01:29) BLIP3-o: A Family of Fully Open Unified Multimodal Models-Architecture, Training and Dataset Research & Advancements (01:05:40) DeepMind claims its newest AI tool is a whiz at math and science problems (01:12:31) Absolute Zero: Reinforced Self-play Reasoning with Zero Data (01:19:44) How far can reasoning models scale? (01:26:47) HealthBench: Evaluating Large Language Models Towards Improved Human Health Policy & Safety (01:34:10) Trump administration officially rescinds Biden's AI diffusion rules (01:37:08) Trump's Mideast Visit Opens Floodgate of AI Deals Led by Nvidia (01:44:04) Scaling Laws For Scalable Oversight (01:49:43) OpenAI pledges to publish AI safety test results more often

Peace through strength involves taking world tours to make the big technological deals.    Topics include: communication breakdown, technology leading humanity to its own ends, digital dark age, Middle East presidential tour, technological arms race, AI, microprocessors, G42, Humain, China, Saudi Arabia, NVIDIA, AWS, AI zones, UAE, propaganda, TSMC, Taiwan, government contracts, X pure propaganda platform, transitions, fighting the establishment, nationalism, cyber security, free will impossible in techno prison, make the most out of your situation, false consciousness of AI systems, intergenerational warfare, accountability, no normal, impossible to plan a life, metadata

Welcome and Introduction- Will Townsend and Anshel Sag return for Episode 224 of "The G2 on 5G"- Overview of six topics covered in about 20 minutesAST Space Mobile's New Consumer Satellite Service- Announcement of beta service by end of year, commercial service in 2026- Potential offerings: text, internet data, video conferencing- Shift from middleware approach to direct consumer serviceEchoStar FCC Investigation- FCC investigating EchoStar's 5G network and spectrum usage- SpaceX's complaints about EchoStar's power levels and spectrum utilization- Concerns about impartiality and potential political influencesMWC Las Vegas Evolution- Rebranding as enterprise-focused event- Challenges in attracting attendees and finding its footing- Discussion on the event's future viabilityT-Mobile Network Performance- OOKLA data showing impressive network speeds- Demonstration of 550Mbps uplink on sub-6 connection- Comparison of network performance across Samsung Galaxy Ultra modelsMobile Operator Security Partnerships- AT&T and T-Mobile partnerships with Palo Alto Networks- Focus on enhancing cybersecurity posture for owned and unowned networks- T-Mobile's 5G SASE solution and security slice offeringsXiaomi's Smartphone SoC Announcement- Xring 01: Xiaomi's first in-house smartphone SoC- Expected to be built on TSMC's 4nm process- Implications for Chinese smartphone manufacturers and government effortsClosing Remarks- Invitation for listener engagement and topic suggestions- Contact information for Will Townsend and Anshel Sag

Think AI is hitting a wall? Nope. This is just the start. Actually, we're at the first chapter. Here's what that means, and how you can move your company ahead. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the conversationUpcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Generative AI's current phaseMeta's in-house AI chips developmentOpenAI's new developer toolsDay zero of AI and future prospectsReinforcement learning advancementsEmergent reasoning capabilities in AIBusiness implications of AI advancementsAI in healthcare and scienceTimestamps:00:00 Day Zero of AI03:31 AI Tools Enhance Customization & Access09:02 Reinforcement Learning Enhances AI Reasoning11:27 Agentic AI: The Future of Tasks15:59 Tech Potential vs. Everyday Utilization18:48 AI Models Offer Broad Benefits23:15 "Generative AI: Optimism and Oversight"27:08 Generative AI vs. Domain-Specific AI29:24 Superhuman AI: Next FrontierKeywords:Generative AI, Fortune 100 leaders, chat GBT, Microsoft Copilot, enterprise companies, day zero of AI, livestream podcast, free daily newsletter, leveraging AI, capital expenditures, Meta AI chips, Nvidia, Taiwan's TSMC, AI infrastructure investments, Amazon, Google, Microsoft, OpenAI, responses API, agents SDK, legal research, customer support, deep research, agentic AI, supervised learning, reinforcement learning, language models, health care, computational biology, AlphaFold, protein folding prediction.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner

En este episodio cubrimos los eventos más importantes tras la apertura del mercado: • Wall Street busca cerrar semana con 5 al hilo: Futuros al alza: $SPX +0.2%, $US100 +0.2%, $INDU +0.3%. El PPI de abril sorprendió a la baja, reforzando expectativas de recortes de tasas por parte de la Fed. Hoy se espera el dato de confianza del consumidor de mayo (53.1 estimado) y los precios de importación/exportación. El bono a 10 años cae a 4.41%, y el de 2 años a 3.95%. • GlobalWafers expande inversión en EE.UU.: $GFS anunció una ampliación de su inversión en Texas hasta $7.5B, tras inaugurar una planta de $3.5B en Sherman. La empresa recibirá $406M del programa CHIPS for America. Esta será la mayor instalación de obleas de silicio en EE.UU., clave para la cadena de semiconductores junto a $TSMC. • WeRide lanza robotaxis autónomos en Abu Dhabi: $WRD comenzó operaciones sin conductor de seguridad en vías públicas de Abu Dhabi. Planea expansión a Al Maryah Island y Al Reem Island. Su CFO destacó la ventaja competitiva de $WRD en entornos urbanos. Las acciones suben +2.7% premarket a $9.00. Una jornada que apunta a consolidar optimismo macroeconómico, liderazgo tecnológico y crecimiento global. ¡Dale play y no te lo pierdas!

Jessica Inskip says markets need to break the 13-week SMA before she can confidently say "this market has legs." She also talks about IBM Corp.'s (IBM) enterprise A.I. strength, Blackrock's (BLK) multi-faceted play in changing market dynamics, and TSMC's (TSM) role in A.I. evolution. Rick Ducat turns to the charts and technicals supporting Jessica's insight.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, Ben and Jay welcome Patrick McGee, author of 'Apple in China', who discusses his extensive research on Apple's relationship with China. The conversation explores how Apple's investments and manufacturing strategies have significantly influenced China's technological landscape, as well as the cultural impact of Apple products in China. Patrick shares insights from his book, detailing the evolution of Apple's supply chain and the pivotal role of Foxconn in Apple's success. In this conversation, Patrick McGee discusses the intricate relationship between Apple and its supply chain, particularly focusing on Foxconn and Chinese manufacturers. He highlights how Apple's business model has influenced the manufacturing landscape in China, the challenges of replicating this model elsewhere, and the critical role of TSMC in Apple's operations. The discussion also touches on the implications of IP transfer and the impact of Tesla in the EV industry, showcasing the broader effects of Apple's strategies on global manufacturing and economics.

On this week's episode of The MacRumors Show, we talk through how the iPhone lineup is rumored to change after the release of the iPhone 17 lineup later this year, looking at what to expect in 2026, 2027, and beyond. Apple's recently rumored ‌iPhone‌ roadmap beyond the ‌iPhone 17‌ reveals a significant strategic shift in both release cadence and product positioning. With increasing competition, an expanding lineup, and evolving manufacturing logistics—particularly the move away from China toward production in India—Apple is exploring a staggered release schedule designed to avoid marketing fatigue and maintain focus across the six main ‌iPhone‌ models that are expected to be on sale by the end of next year. In spring 2026, Apple may introduce the "iPhone 17e" as a refresh of the lower-cost model introduced this year. The major wave of change begins in fall 2026, with the launch of the "‌iPhone‌ 18 Air," "‌iPhone‌ 18 Pro," and "‌iPhone‌ 18 Pro Max." The Pro models are expected to introduce under-display Face ID for the first time, reducing the need for a visible sensor array and leaving only a small camera hole at the top-left corner of the display. It remains unclear how this change will affect the presence or function of the Dynamic Island. Camera upgrades are also expected, including a variable aperture 48MP main lens and a likely new Samsung sensor for the ultra-wide camera. Other enhancements include Apple's in-house "C2" modem and an "A20" chip made with TSMC's upcoming 2nm process. Fall 2026 is also expected to mark the debut of Apple's first foldable ‌iPhone‌. Featuring a book-style design, the device will offer a 5.7-inch outer display and a 7.8-inch inner display. Apple reportedly aims to beat competitors with a superior hinge mechanism crafted from titanium and stainless steel, and a display with a nearly invisible crease. Unlike other flagship iPhones, the foldable model will use Touch ID embedded in the power button instead of Face ID, likely due to internal space constraints. It will also purportedly include just two rear cameras, a high-density battery, and an impressively slim profile: 4.5mm when open, and 9–9.5mm when closed. In spring 2027, the base "‌iPhone‌ 18" and "‌iPhone‌ 18e" models will follow. In fall 2027, Apple is expected to introduce the "iPhone 19 Air" with a larger display, exceeding the 6.6 inches of the previous two Air models. The "‌iPhone‌ 19 Pro" and "‌iPhone‌ 19 Pro Max"—possibly branded to mark the 20th anniversary of the iPhone—will feature a "bold" redesign, incorporating more glass and, for the first time, an under-display front camera. The result will likely be a true edge-to-edge screen without notches or cutouts, fulfilling a long-standing vision for a seamless all-display ‌iPhone‌. The second-generation foldable ‌iPhone‌ is also scheduled for fall 2027, building on the first model with further refinements and enhanced durability. While plans for spring 2028 are less concrete, it's likely that the standard "‌iPhone‌ 19" and potentially "‌iPhone‌ 19e" models will arrive then, continuing the new spring/fall rollout rhythm. Looking even further ahead, Apple's ambitions may go beyond smartphones altogether. According to remarks from Apple executive Eddy Cue this week, the ‌iPhone‌ could be obsolete within a decade, replaced by AI-powered wearables and ambient computing experiences

En este episodio repasamos las claves que mueven al mercado este viernes: • Wall Street avanza tras acuerdo EE.UU.–Reino Unido: Futuros al alza con $SPX +0.2%, $US100 +0.3% y $INDU plano. El mercado se apoya en el anuncio del acuerdo comercial y en señales de que Trump podría reducir aranceles a China durante nuevas conversaciones. La jornada económica se centra en discursos de la Fed. • Boeing celebra pedido récord de IAG: $BA repunta tras la compra de 32 aviones 787-10 por parte de British Airways y 21 Airbus A330neo para Iberia. El pedido es parte de un plan de renovación de flota ligado al nuevo acuerdo comercial. Se esperan más compras por hasta $10B según funcionarios de EE.UU. • TSMC marca récord de ingresos: $TSM reporta crecimiento del +48.1% YoY en abril, alcanzando NT$349.57B. Fuerte demanda por chips de IA y compras anticipadas ante temores de aranceles impulsan el salto mensual del +22.2%. La compañía mantiene su guía de crecimiento de +25% para 2025 en USD. • Nvidia adapta su oferta para China: $NVDA lanzará una versión reducida de su chip H20 para cumplir con restricciones de exportación de EE.UU. y seguir operando en el mercado chino, que representa el 13% de sus ventas. El chip tendrá menor rendimiento y memoria, cediendo terreno ante Huawei. Un episodio con foco en comercio internacional, semiconductores y la competencia global en inteligencia artificial.

In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertainties, the significant manufacturing shift to India, and Qualcomm's diversification strategy in the IoT and automotive sectors. The conversation highlights the challenges and opportunities both companies face in a rapidly evolving market. In this conversation, Jay Goldberg and Ben discuss the current state of the semiconductor industry, focusing on cost management strategies, Intel's advancements in foundry technology, and the competitive landscape with TSMC. They explore the implications of new technologies like Power Via and the shift towards chiplet architecture. Additionally, they delve into the concept of AI factories and how they represent a new approach to data center infrastructure, transforming it from a cost center to a profit center.

La Comisión Europea y la jueza del caso Epic vs. Apple han dicho basta. Apple no puede dar más patadas a la la lata. Han determinado que los cambios de Apple para permitir tiendas de terceros en la App Store no son suficientes, calificando su tarifa como abusiva. La estrategia de "cumplimiento malicioso" de Apple para ganar tiempo se ha acabado.Nos hacemos viejos al celebrar el décimo aniversario del Apple Watch, que pasó de ser un dispositivo de comunicación a enfocarse en salud y fitness, consolidándose como un producto clave en la era Tim Cook. Evaluamos las series de Apple TV+, destacando títulos como Silo, Severance y Slow Horses, que mantienen un alto nivel crítico a pesar de un ligero bajón en 2023. Comentamos los rumores sobre una posible colaboración con Intel para fabricar procesadores, lo que reduciría la dependencia de TSMC y mitigaría riesgos geopolíticos. Además, destacamos los desafíos de Apple para trasladar parte de su producción a India, donde China está poniendo trabas para evitar la migración. Aunque la producción en India es más costosa, la diversificación es clave ante la incertidumbre regulatoria y los aranceles en EE.UU. Apple aims to source all US iPhones from India in pivot away from China Apple's India Manufacturing Push Faces Spoilers, Including China — The Information Calificaciones Apple TV - Google Sheets Apple (AAPL) Failed to Open App Store to Competition, Judge Rules - Bloomberg (12) Tim Sweeney on X: "NO FEES on web transactions. Game over for the Apple Tax. Apple's 15-30% junk fees are now just as dead here in the United States of America as they are in Europe under the Digital Markets Act. Unlawful here, unlawful there. 4 years 4 months 17 days. https://t.co/3kSYnt5pcI" / X La Comisión Europea impone una multa millonaria a Apple y Meta eeuu jueza apple - Kagi Search Varapalo para Apple en el caso contra Epic Games: Una jueza de EEUU la declara en desacato por no frenar sus prácticas anticompetitivas Juez determina que Apple violó fallo antimonopolio sobre App Store; acciones caen Por Investing.com Majin Bu on X: "iPhone 17 Air https://t.co/SxMfuL9WWj" / X 10 años apple watch - Kagi Search You can get a free Apple Watch pin today at the Apple Store - 9to5Mac El Apple Watch cumple diez años esta semana. Y Apple quiere celebrarlo contigo de la mejor forma Intel Foundry Direct Connect – April 29, 2025 – Register now Intel Foundry Roadmap Update - New 18A-PT variant that enables 3D die stacking, 14A process node enablement | Tom's Hardware

TSMC's third Arizona fab marks a $165B US investment driven by Trump-era tariffs. Pat, Tom, and the crew break down the economic win, the geopolitical risks with China, and how this reshapes America's chip dominance—while warning what China might do next.

The episode discusses the successful return of factories to the United States following the implementation of tariffs that were initially mocked. With over $730 billion in investments, including huge projects from TSMC, Intel, and Samsung, the revival of American manufacturing is in full swing. The shift started with tariffs on China, aimed at countering unfair trade practices, and has led to a renewed focus on building domestic supply chains. However, the process has been costly, and challenges like labor shortages and inflation persist. The episode also highlights the importance of adapting to these changes for businesses, consumers, and investors, stressing the strategic necessity of reshoring critical resources and the potential real estate opportunities in emerging industrial zones. Here's that document I mentioned: https://docs.google.com/document/d/1zwZguWwqORaXdTiKcADX0yRnto4xr_nIscgMTcSLsgU/edit?tab=t.0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Timestamps: 0:00 why do they have to fight tho 0:15 YouTube tests blurred thumbs 2:04 TSMC limits US involvement, tariff news 3:24 Meta AI app, Wikipedia AI, etc 5:48 Opera! 7:00 QUICK BITS INTRO 7:07 Switch dual game loophole closed 7:40 Android 16 UI, Sidephone 8:17 Google Search in danger 8:55 Raw Ring NEWS SOURCES: https://lmg.gg/MUw6e Learn more about your ad choices. Visit megaphone.fm/adchoices

-More Hope for Nuclear Power in Utah: https://www.ksl.com/article/51302745/utah-looks-to-go-nuclear-as-it-reaches-agreement-with-idaho-laboratory- -Hydrogen Power in Utah: https://www.msn.com/en-us/lifestyle/lifestyle-buzz/small-coal-town-shocks-experts-by-building-first-of-its-kind-plant-the-cultural-aspect-of-this-is-so-bedeviling/ar-AA1Danms?ocid=msedgdhp&pc=U531&cvid=c8d08c8563694244c089090f4c0fd70a&ei=26 -Get Hegseth out of there already: https://apnews.com/article/hegseth-signal-chat-dirty-internet-line-6a64707f10ca553eb905e5a70e10bd9d# -New EV truck fills a certain niche, and I hope it's successful: A $20,000 electric truck with manual windows and no screens? Meet Slate Auto. -Solid state batteries for EVs are inching closer to reality: Stellantis' solid-state batteries can fast-charge in just 18 minutes -People have seen a color no one else has ever seen: Scientists Claim To Have Found Color No One Has Seen Before -TSMC shows off 1.4nm chip tech: TSMC shows off 1.4nm chip tech that will appear in future iPhones and other devices -We're not taking the blame for these tariffs! -Amazon probably. https://slashdot.org/story/25/04/29/1031207/amazon-to-display-tariff-costs-for-consumers-report-says -Kickstarter too! - https://news.slashdot.org/story/25/04/28/1857213/kickstarter-introduces-tariff-manager-tool-to-add-charges-to-already-fully-funded-projects -Group Think manipulation experiment. The new AI Angry Mob Generator! https://www.engadget.com/ai/researchers-secretly-experimented-on-reddit-users-with-ai-generated-comments-194328026.html -Fake Humanity is a fine line. https://www.engadget.com/ai/openai-rolls-back-update-that-made-chatgpt-an-ass-kissing-weirdo-203056185.html

If you love Verdict, the Clay Travis and Buck Sexton Show might also be in your audio wheelhouse. Politics, news analysis, and some pop culture and comedy thrown in too. Here’s a sample episode recapping four Tuesday takeaways. Give the guys a listen and then follow and subscribe wherever you get your podcasts: ihr.fm/3InlkL8 100 Days of Trump Clay Travis and Buck Sexton dive into a variety of significant topics, starting with the first 100 days of President Trump's second term. They discuss the transformative and fast-paced changes under Trump 2.0, highlighting major investment commitments totaling over $5 trillion from companies like Apple, Nvidia, TSMC, OpenAI, Oracle, and SoftBank. These investments are expected to generate over 451,000 high-paying jobs, surpassing the achievements of the previous administration. The conversation shifts to the upcoming Vice President JD Vance in the second hour. The hosts express their excitement about discussing key issues such as men's and women's sports, tariffs, the border, and the Trump administration's economic policies. They also touch on the Philadelphia Eagles' visit to the White House and briefly mention the Canadian election results, expressing limited interest in Canadian politics. The hosts analyze the impact of Trump's policies on the economy, emphasizing the importance of maximizing energy production and securing significant trade deals. They debate the potential re-election scenarios for past presidents like Bill Clinton, Barack Obama, and Ronald Reagan, speculating on their chances if they had been eligible to run for a third term. VP JD Vance Clay and Buck interview Vice President JD Vance. Vance discusses the first 100 days of the Trump-Vance administration, focusing on the success in securing the border, the challenges posed by far-left judges, and the efforts to eliminate waste, fraud, and abuse within the government. He also addresses the issue of men competing in women's sports and defends the administration's tariff policies. After Vance's segment, the hosts continue to explore various political and social issues. They discuss the potential presidential candidates for the 2028 election, including Maryland Governor Wes Moore and Pennsylvania Governor Josh Shapiro. The conversation includes speculation about the future of the Democratic Party and the challenges faced by certain candidates due to their backgrounds, including former Mayor Pete Buttigieg and Governor JB Pritzker. The Power of Perception Speaker Mike Johnson praises President Trump's accomplishments in the first 100 days of his second term. Johnson highlights achievements such as removing men from women's sports, ending DEI in the federal government and military, expanding oil and gas extraction, securing trillions in new investments, and combating antisemitism on college campuses. The hosts discuss Senator Tommy Tuberville's enthusiastic support for Trump's performance, grading it an A+. They contrast this with CNN's Harry Enten's analysis, which points out Trump's lower approval ratings compared to his first term and other presidents. Clay and Buck argue that poll numbers are less relevant since Trump is not running for re-election and emphasize the importance of his policy actions over approval ratings. Economic Reality The conversation shifts to the administration's focus on economic issues, particularly inflation. Clay highlights a poll showing that 44% of Americans consider inflation their top economic concern. They discuss the importance of reducing the cost of goods and maintaining economic stability to ensure public support. Make sure you never miss a second of the show by subscribing to the Clay Travis and Buck Sexton show podcast wherever you get your podcasts: ihr.fm/3InlkL8 For the latest updates from Clay and Buck: https://www.clayandbuck.com/ Connect with Clay Travis and Buck Sexton on Social Media: X - https://x.com/clayandbuck FB - https://www.facebook.com/ClayandBuck/ IG - https://www.instagram.com/clayandbuck/ YouTube - https://www.youtube.com/c/clayandbuck Rumble - https://rumble.com/c/ClayandBuck TikTok - https://www.tiktok.com/@clayandbuckYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

出國上網，不用再那麼麻煩了 由 NordVPN 所推出的 Saily eSIM 服務，真的方便好用 下載 Saily eSIM 的 APP，在裡面購買並且啟用，eSIM 就可以開始作用 超過 200 個國家使用，還可以幫你追蹤網路使用量 立刻點及專屬連結下載，結帳時使用M觀點的優惠代碼 [miula]，立即享有專屬 eSIM 方案 85 折優惠！ M觀點 X Saily eSIM - https://saily.com/miula --- EP194. 特斯拉自駕大利多、英特爾 18A 進度、小編該不該加薪 | M觀點 --- (00:40) EP194 預告 (02:05) 業配時間：Saily eSIM (06:25) 閒聊時間：美股近期行情 + Bill Ackman & Kyle Bass 關稅戰看法 (10:47) 第一個話題 ：特斯拉自駕大利多 (25:40) 第二個話題 ：英特爾 18A 進度 (39:52) 第三個話題 ：小編該不該加薪 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/3koflbU M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn

Plus, how YouTube is the hope for Google, and maybe TSMC is the hope for Intel.Starring Tom Merritt, and Huyen Tue Dao, and Bodie Grimm.Show notes can be found here.

This episode dives into the massive $200 billion investment US companies are making to bring manufacturing back home. Key drivers include tariffs, government aid, and global supply chain issues. Highlighted initiatives include the CHIPS Act, investments by tech giants like TSMC, Intel, Samsung, notable EV factory expansions, and significant pharma developments. Challenges such as high taxpayer costs and labor shortages are also discussed. Ultimately, this shift signals a pivotal moment where policy intersects with production, leading to a revolutionary era in American manufacturing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Adobe released the latest versions of its Firefly AI models, TSMC unveils a new technology for creating faster AI chips, and Tesla has begun testing its Full Self-Driving ride-hailing service. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible.Continue reading "Adobe Released The Latest Versions Of Its Firefly AI models – DTH"

Sir Niall Ferguson, renowned historian and Milbank Family Senior Fellow at the Hoover Institution, joins Azeem Azhar to discuss the evolving relationship between the U.S. and China, Trump's foreign policy doctrine, and what the new global economic and security order might look like. (00:00)  What most analysts are missing about Trump (05:43)  The win-win outcome in Europe–U.S relations (11:17)  How the U.S. is reestablishing deterrence (15:50)  Can the U.S. economy weather the impact of tariffs? (23:33) Niall's read on China (29:29)  How is China performing in tech? (33:35)  What might happen with Taiwan (42:43) Predictions for the coming world order Sir Niall Ferguson's links:Substack: Time MachineBooks: War of the World, Doom: The Politics of CatastropheTwitter/X: https://x.com/nfergusAzeem's links:Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeem Our new show This was originally recorded for "Friday with Azeem Azhar" on 28 March. Produced by supermix.io and EPIIPLUS1 Ltd

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, del va y viene de los aranceles, de la respuesta de China, los comentarios de Jerome Powell, de los numeros de consumo y de la decision de Banco Central Europeo. Nos da los reportes de ingresos de los Bancos, JB Hunt, United Airlines, ASML, TSMC y DR Horton. Después habla de la demanda de Meta y de la venta de Intel. Finalmente nos da el crypto update donde habla del colapso de Mantra.   EMPRENDEDUROS VENTURES Para mas información sobre el fondo visita: https://www.emprendedurosventures.com/ ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

A.M. Edition for April 17. Chip giant TSMC beat quarterly earnings estimates today, posting a 60% jump in profits. But can the stars of the semiconductor industry sustain their momentum as Washington limits what can be exported to China and mulls new chip tariffs? UBS head of Taiwan research Randy Abrams weighs in. Plus, Japan and Italy try to find common ground with the White House on trade. And WSJ markets reporter Chelsey Dulaney explains why the dollar's recent slide is becoming the rest of the world's problem. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Taiwan's TSMC says it hasn't seen a change in customer behavior from U.S. tariffs so far. And Netflix posts higher revenue from ads and subscriptions, thanks in part to higher prices. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, Japan and Italy try to find common ground with the White House on trade. And Trump officials have requested that the IRS start the process of revoking Harvard's tax-exempt status. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices