Podcasts about TSMC

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.  

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

Quando a Taiwan Semiconductor Manufacturing Company (TSMC) iniciou a construção de sua fábrica no Arizona, muitos viram isso como um passo ousado para recuperar a liderança dos Estados Unidos na fabricação de semicondutores. No entanto, à medida que o projeto avança, torna-se evidente que estabelecer a produção de chips em solo americano é mais complexo do que simplesmente erguer instalações e ligar máquinas. Thiago de Aragão, analista políticoA iniciativa da TSMC em Phoenix foi concebida como parte fundamental do CHIPS and Science Act — um esforço federal de US$ 280 bilhões para revitalizar a fabricação de chips nos Estados Unidos. Apesar dos subsídios bilionários e do entusiasmo político, o projeto enfrenta atrasos, conflitos culturais e disputas trabalhistas.Originalmente prevista para iniciar a produção em 2024, a fábrica no Arizona teve sua operação adiada para 2025, alegando escassez de mão de obra qualificada e a obstáculos regulatórios. Os EUA carecem da base sólida de engenheiros e técnicos em semicondutores que Taiwan desenvolveu ao longo de décadas. A TSMC precisou trazer trabalhadores de Taiwan para treinar a equipe americana, medida que gerou tensões com sindicatos locais e questionamentos sobre a viabilidade a longo prazo do projeto.Além da lacuna de habilidades, a empreitada da TSMC no Arizona expôs diferenças marcantes na cultura de trabalho. Relatos indicam que funcionários americanos foram submetidos a padrões mais rigorosos do que seus colegas taiwaneses, resultando em alegações de discriminação e ações judiciais. O estilo de gestão da empresa, descrito por alguns como “severo” e “exigente”, conflita com as expectativas laborais americanas, complicando ainda mais a implementação do projeto.Produzir chips nos EUA não é apenas um desafio logístico — é também econômico. A instalação da TSMC no Arizona registrou perdas significativas, com um déficit de aproximadamente US$ 441 milhões em 2024. Embora os custos trabalhistas contribuam, a maioria das despesas decorre de equipamentos e infraestrutura. Mesmo com automação e escalabilidade, estima-se que os chips fabricados nos EUA sejam cerca de 10% mais caros do que os produzidos em Taiwan.Apesar dos contratempos, há sinais de progresso. A fábrica da TSMC no Arizona alcançou um rendimento 4% superior ao de suas instalações em Taiwan, um marco significativo que sugere o potencial competitivo da produção de chips nos EUA. Esse sucesso pode abrir caminho para novos investimentos e expansões, desde que os problemas subjacentes sejam resolvidos.A experiência da TSMC no Arizona destaca as complexidades de repatriar a fabricação de semicondutores. Não se trata apenas de construir fábricas; é necessário desenvolver ecossistemas — força de trabalho, cadeias de suprimentos e culturas — que sustentem a produção de alta tecnologia. Sem um esforço coordenado para formar talentos domésticos e reconciliar diferenças culturais, o sonho de independência americana na produção de chips pode permanecer inalcançável.À medida que os EUA enfrentam esse terreno desafiador, é imperativo reconhecer que trazer a fabricação de chips para casa é uma maratona, não uma corrida. O caminho adiante exigirá paciência, investimento e disposição para se adaptar. Só então o país poderá transformar o mito do silício em uma realidade tangível.

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.

De wonderen zijn de wereld nog niet uit. Sloot Trump gisteren ineens een handelsdeal met de Britten, dit weekend gaat 'ie heel ver voor een deal met de Chinezen. Zo ver zelfs dat 'ie bereid is de tarieven drastisch te verlagen.Ze staan er in China zelf ook van te kijken. Waarom wil Trump zo graag? We bespreken het deze aflevering. Dan hoor je ook waarom China het (ondanks die handelsoorlog) extreem veel exporteert. Sterker nog: de binnenlandse vraag valt nauwelijks terug. Verder vertellen we je over BP. Het aandeel zit in een diep dal en dat zet concurrenten aan het denken. Die zijn allemaal aan het berekenen of zij de Britse oliereus willen overnemen. Shell zegt dat het ze niet waard is, maar is dat ook echt zo? We hebben het ook over de Duitse beurs. Beleggers daar hebben een nieuwe bondskanselier en die zal dit succes vast willen claimen: de DAX-index tikt namelijk een nieuw record aan. En Elon Musk vindt de 260.000 ontslagen die hij bij de Amerikaanse overheid regelde nog niet genoeg. Hij heeft een stukje software ontwikkeld die zijn taken daar kan overnemen. En we blikken terug op de week waarin Jelle eindelijk analisten meekreeg in zijn enthousiasme over Disney. Ook een beursweek waarin Ahold zei geen last te hebben van de handelsoorlog. En die waarin de eerste deal in die oorlog gesloten werd.See omnystudio.com/listener for privacy information.

Good afternoon, I'm _____ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened up 147-points this morning from yesterday's close, at 20,691 on turnover of $4.8-billion N-T. Shares in Taiwan saw earlier gains erased to close little changed Thursday as contract chipmaker TSMC suffered last-ditch selling amid lingering concerns over the possibility of tariffs threatened by U.S. President Donald Trump. Non-tech stocks largely moved in weakness, but so-called "military concept stocks continued to attract rotational buying as aircraft maintenance services provider Air Asia Co. soared 10 percent, the maximum daily increase. Analysts say caution about Trump's tariffs on semiconductors remain, prompting (推動) investors to lock in profits with TSMC as their major target. Taiwan and Estonia sign MOUs on aerospace and defense collaboration A Taiwanese business delegation has signed two memoranda of understanding with Estonia to facilitate collaboration between aerospace and defense industries. According to the Taipei Mission in the Republic of Latvia, the delegation signed the M-O-Us with the Estonian Defence and Aerospace Industry Association and the Estonia Aviation Cluster in Tallinn. Taiwan's top envoy to Estonia, Andrew Lee is describing the signing of the deals as an important step for collaboration (合作) between the two countries - and one that opens a new chapter for collaboration between the two countries on drones, aerospace and related industries. The delegation to Estonia was led by Hu Kai-hong of the Taiwan Excellence Drone International Business Opportunities Alliance. Israel Closes UNRWA Schools Israel has closed six U.N. schools in east Jerusalem, forcing students to leave early and throwing the education of more than 800 students into question. Last month, heavily armed Israeli police and Education Ministry officials ordered six schools in east Jerusalem to close within 30 days. The United Nations agency for Palestinian refugees, called UNRWA, runs the six schools. UNRWA also runs schools in the Israeli-occupied West Bank, which continue to operate. Israel claims that UNRWA schools teach antisemitic content and anti-Israel sentiment (觀點), which UNRWA denies. US FEMA Head Dismissed The acting director of the US's Federal Emergency Management Agency is out of a job, a day after he told lawmakers he didn't support disbanding the disaster relief agency. US President Donald Trump and Homeland Security Secretary Kristi Noem have both recently suggested the agency known as FEMA should be eliminated (廢止). Ira Spitzer reports. Peru Elated on Election of Pope Peruvians are elated after a Catholic cardinal who spent years guiding the faithful in the South American country was elected pope. Pope Leo XIV, elected Thursday, is a dual citizen of the United States and Peru, where he first served as a missionary and then as an archbishop. That made him the first pope from each country. In Peru's capital, Lima, the bells of the cathedral rang after Cardinal Robert Francis Prevost was announced as Pope Francis' successor. People outside the church quickly expressed their desire (希望，想要) for a papal visit at one point. 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－－－－ 早餐是補充蛋白質的黃金期，吃錯食物小心可能吃進精緻澱粉、加工品、油脂、熱量…等隱形負擔早餐補充蛋白質，首選統一陽光，嚴選非基改黃豆、植物性大豆蛋白、零膽固醇，營養少負擔！ https://sofm.pse.is/7ktyqv -- Hosting provided by SoundOn

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

Tough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome's search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are:   Google's Legal Challenges and Antitrust Issues: Discussion on Google's predicament with the DOJ's demand to sell Chrome, plus the examination of antitrust implications and the potential impact on consumer choice and competition.   Apple's Legal Setback and Potential Criminal Charges: Analysis of the judgment against Apple's in the Epic lawsuit regarding app payment services. Insight into the judge's strong stance against Apple's non-compliance and the possible pursuit of criminal charges against its executives.   Major Announcements from Nvidia and IBM: Overview of NVIDIA and IBM's significant investment announcements at the White House and a discussion on what these investments could mean for U.S. tech infrastructure and global competitiveness.   Taiwan's Ruling on TSMC's Chip Production: Exploration of Taiwan's decision to keep TSMC's leading-edge chip production local and the potential geopolitical and economic impact of this ruling for global semiconductor supply chains.   Intel's Foundry Day and 18A Variants: Insights into Intel's Foundry Day announcements, including updates on 18A variants, plus a look into Intel's strategy to attract major fabless customers and how this could affect the semiconductor industry.   Six Five Summit Announcement: Announcement of the upcoming Six Five Summit, "AI Unleashed 2025" from June 16-19. The opening keynote will be delivered by Michael Dell, along with a lineup of other prominent speakers. Visit www.SixFiveMedia.com/summit for more information on the virtual event! For a more on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

Investors hit the sell button in Sydney after PM Anthony Albanese’s reelection. Hosted by Michelle Martin with Ryan Huang, this episode unpacks Warren Buffett’s shock decision to step down from Berkshire Hathaway, with Greg Abel set to lead. We spotlight Morgan Stanley’s top AI stock pick: TSMC. Plus, how are Exxon Mobil, Shell, Marks & Spencer, and Singapore’s Straco performing? And a look at STI movers like DFI Retail, Hong Kong Land, and CapitaLand Investment.See omnystudio.com/listener for privacy information.

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

In Touch With iOS Episode 357: Apple Watch Healing and New Beginnings Short Summary Dave is joined by Ben, Jeff, Marty, and Eric to discuss Apple's latest financial results, Vision Pro updates, Apple Intelligence progress, and Apple's legal fight with Epic Games. The team also shares powerful Apple Watch stories and previews the upcoming Macstock conference with a special discount code. Social Media Links ✅ Direct Link to Audio ✅ Website: In Touch With iOS ✅ YouTube Channel ✅ In Touch With iOS Magazine on Flipboard ✅ Facebook Page ✅ BlueSky ✅ Mastodon ✅ X (Twitter) ✅ Instagram ✅ Threads Ways to Support the Show

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

Flush de la semana con lo mejor en noticias que se dieron en la semanadéjame tu comentarioNoticias:00:00 - Inicio01:06 - HYTE dejará de vender sus gabinetes en EE.UU02:39 - NVIDIA y GE HealthCare04:31 - Taiwán prohíbe a TSMC fabricar sus chips06:05 - Japón prohíbe la venta de RTX 5090 y 5080 a turistas07:29 - El hotfix de NVIDIA con el parche 576.2609:12 - Caída del mercado global de semiconductores10:35 - Fin11:05 - Mas Videos Del Flush

For decades, semiconductor fabs tolerated—and even expected—bad yields. Less than 50%, sometimes as low as 10%. Credible die yield data is rare, but here's a market analysis from the late 1980s for the US Trade Representative during the US-Japan semiconductor dispute. It implies that when American and Japanese firms began 16K DRAM in 1978, yields were about 2%. Laughably low, but expected. And they stayed low. By 1984, US 16K DRAM yield hit 36%. Japan: 48%—better, still bad. Six years later! Now look at TSMC's N5/N4 node, about 4–5 years old. Trade secrets, but N4 yields are around 80%. What's going on? 6-micron process vs. 4-nanometer. The latter is far harder. Yet we're hitting 80–90% yields. Is it a conspiracy? No—the fabs opened their third eyes. With new tools, they began inspecting and improving. In this video: how automated inspection tools revolutionized chip fabrication.

For decades, semiconductor fabs tolerated—and even expected—bad yields. Less than 50%, sometimes as low as 10%. Credible die yield data is rare, but here's a market analysis from the late 1980s for the US Trade Representative during the US-Japan semiconductor dispute. It implies that when American and Japanese firms began 16K DRAM in 1978, yields were about 2%. Laughably low, but expected. And they stayed low. By 1984, US 16K DRAM yield hit 36%. Japan: 48%—better, still bad. Six years later! Now look at TSMC's N5/N4 node, about 4–5 years old. Trade secrets, but N4 yields are around 80%. What's going on? 6-micron process vs. 4-nanometer. The latter is far harder. Yet we're hitting 80–90% yields. Is it a conspiracy? No—the fabs opened their third eyes. With new tools, they began inspecting and improving. In this video: how automated inspection tools revolutionized chip fabrication.

2668ANRワンボタンの声ダウンロードリンク■5/1配信｢Apple Watch｣発売10周年に合わせたチャレンジ企画｢“リングを完成させよう”グローバルデー｣が4月24日開催｜直営店では限定ピンバッジも配布、TSMCが1.4nm級プロセス技術「A14」を発表、2028年に量産開始予定でスマホのAI機能強化に期待、iPhoneをインドで生産する3500億円規模の工場「プロジェクト・エレファント」が不動産ブームを巻き起こす、iPhone生産拠点のインド移転に中国が抵抗、iPh..

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

In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the need for cultural shifts within the company, and the importance of empowering engineers. The conversation also covers Intel's AI strategy, foundry developments, and the impact of global tariffs on the semiconductor industry.

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips, Intel, Nvidia, TSMC, AI pricing, Data Center carbon footprint, Green Software Foundation. [audio mp3="https://orionx.net/wp-content/uploads/2025/04/OXD028_ART_Tariffs_AI-Chips_BTC-Reserve_AI-Pricing_DC-Carbon_20250428.mp3"][/audio] The post Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28 appeared first on OrionX.net.

Are we now living in a Great Powers Competition or Great Powers Cooperation? The story changes daily, so pay close attention to be able to make any kind of sense of it all.  Topics include: technology, transhumanism, singularity, global tech war, development, trade, geopolitics, propaganda, social media information war space, influence operations, Huawei microchip developments, TSMC, Taiwan and China, GPU, graphics chips, AI, LLMs, NVIDIA, tariffs, AI arms race, 910C chip, SMIC fab, Sophgo, threats of invasion, changing perceptions of the Great Powers Competition, CFR, silliness of propaganda narratives, exploiting American bias, government claiming to be business, exploitation of American conspiracy culture, philosophy of current presidential administration based on conspiracy ideas, American Exceptionalism as a weakness, Russian influence ops, question of scale, Tim Pool in Whitehouse press room, Bizzaro Nature Boy, flimsy ideological environment, no consensus, dependency on digital information space, Elon Musk inflated autobiography, Big Tech power brokers both powerful and foolish, believing your own propaganda

The Age of Transitions and Uncle 4-25-2025AOT#458Are we now living in a Great Powers Competition or Great Powers Cooperation? The story changes daily, so pay close attention to be able to make any kind of sense of it all. Topics include: technology, transhumanism, singularity, global tech war, development, trade, geopolitics, propaganda, social media information war space, influence operations, Huawei microchip developments, TSMC, Taiwan and China, GPU, graphics chips, AI, LLMs, NVIDIA, tariffs, AI arms race, 910C chip, SMIC fab, Sophgo, threats of invasion, changing perceptions of the Great Powers Competition, CFR, silliness of propaganda narratives, exploiting American bias, government claiming to be business, exploitation of American conspiracy culture, philosophy of current presidential administration based on conspiracy ideas, American Exceptionalism as a weakness, Russian influence ops, question of scale, Tim Pool in Whitehouse press room, Bizzaro Nature Boy, flimsy ideological environment, no consensus, dependency on digital information space, Elon Musk inflated autobiography, Big Tech power brokers both powerful and foolish, believing your own propagandaUTP#366Uncle talks about the NFL draft and his early successes making videos on TikTok. Topics include: last shows using Skype, NFL draft news, Shedeur Sanders, edger on defense, LA Rams, Pete Carroll new Raiders coach, Cooper Kupp trade to Seahawks, TikTok progress, going live, reposting short videos across platforms, watching YouTube guru videos, baseball, Mets, UAP sightings, Vancouver BC, trouble first time caller, how the calls work, technical difficulties, Phillies tough season, content ideas for TikTok, Roblox video, good engagement, YouTube shorts videos, good view counts, mustard on shirt tag, transcriptions of videos, Uncle cookbook, Ochelli Radio Network possible bonus content, Patreon changes for Mac users, Chuck's donuts customer service call to radio show, guilt by association, feedback on Uncle show, cross promotion, Naked Internet, 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 Chuck or PayPalblindjfkresearcher@gmail.comBE THE EFFECTListen/Chat on the Sitehttps://ochelli.com/listen-live/TuneInhttp://tun.in/sfxkxAPPLEhttps://music.apple.com/us/station/ochelli-com/ra.1461174708Ochelli Link Treehttps://linktr.ee/chuckochelli

First episode in a new series where I go through some trending news stories in China and analyse their impact. This version is from last week, for the most recent episode head over to Buy Me a Coffee and become a member to get the episodes as soon as they come out!A discussion of trending China news articles published in w/c 14th April. We discuss how the tariff war between China and the US is spilling into different industries, and how some manufacturers are suffering unexpected consequences in trying to circumvent the US market.For the most up to date version, head over to the Buy me a coffee page and become a member today!https://buymeacoffee.com/sinobabblepod/membershipSupport the showSign up for Buzzsprout to launch your podcasting journey: https://www.buzzsprout.com/?referrer_id=162442Subscribe to the Sinobabble Newsletter: https://sinobabble.substack.com/Support Sinobabble on Buy me a Coffee: https://www.buymeacoffee.com/Sinobabblepod

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

TSMC (TSM), also known as Taiwan Semiconductor Manufacturing Company, is the subject of this week's tech sector deep dive! George Tsilis examines the global foundry leader's business operations and describes how TSMC became the industry standard for semiconductor manufacturing. George looks at the headwinds facing TSMC, including ongoing uncertainty with U.S. and China trade relations.======== 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

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"

MIT President Emeritus Dr. Rafael Reif joins host Michael Marks for a discussion about the state of U.S. competitiveness in technology, university research funding, current immigration policy, and more. Reif explains why universities remain the innovation engines of economies, educating top talent and generating the foundational research that powers emerging tech and creates new industries. He candidly assesses U.S.-China competition, warns that Chinese research output is rapidly outpacing our own, and urges renewed federal investment. The discussion explores how restrictive immigration policies threaten the flow of global talent into the U.S and his own impression of current policies as an immigrant from Venezuela himself. As a TSMC board member, Reif also touches on the strategic need for domestic semiconductor fabs, Intel's path forward, and TSMC's edge in advancing cutting-edge nodes. Lastly, he addresses gaps in the venture capital funding space and why he created MIT's The Engine incubator model to fund “tough tech” startups, which helped launch breakthroughs like Commonwealth Fusion Systems.If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits.Connect with Rafael Reif on LinkedIn https://www.linkedin.com/in/l-rafael-rief-b8977b231Dive deeper into Reif's career, publications, and awards. Read his full biography https://reif.mit.edu/biography Read Rafael's recent op-ed about government R&D funding: https://www.bostonglobe.com/2025/02/17/opinion/science-technology-research-development/Read Rafael's speech about the role of universities in building a strong U.S. economy: https://reif.mit.edu/speeches-writing/strong-universities-make-strong-united-statesExplore how MIT's Engine incubator is fueling “tough tech” startups like fusion power. Learn about The Engine https://engine.xyz/Watch Commonwealth Fusion Systems' plan to deliver commercial fusion energy. Discover CFS https://cfs.energy/Understand the roadmap to a 400 MW fusion pilot plant. Read the MIT News report https://news.mit.edu/2024/commonwealth-fusion-systems-unveils-worlds-first-fusion-power-plant-1217

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

In this episode, Ben and Jay discuss the current state of the semiconductor market, focusing on the impact of tariffs, the upcoming earnings season, and the potential for sector rotation amidst economic uncertainty. They explore how companies are navigating these challenges, particularly in relation to AI demand and capital expenditures, while also considering Nvidia's position in the market. In this conversation, Ben and Jay discuss the implications of tariffs on various sectors, particularly focusing on AI and the analog chip industry. They explore how supply chains may need to adapt to new tariff regulations and the potential impact on consumer electronics prices. The discussion also delves into Intel's organizational changes and the anxiety surrounding potential layoffs, as well as TSMC's earnings and its position in the semiconductor market amidst changing demand dynamics.

¡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

Live at 2pm PT, we're closing out the week with a high-impact episode of "Trading Week Wrap Up"—and it's been anything but quiet. We'll break down the major market-moving stories, key earnings from UnitedHealth, Netflix, TSMC, and more. Plus, we'll dive into the escalating feud between President Trump and Fed Chair Jerome Powell—and what it means for market stability going forward. I'll also walk you through the conclusion of several of my personal trades from this week.

In today's ABCD Roundup, we discuss the new chip export restrictions aimed at curbing China's AI progress. Further, we analyze Ethereum's scaling dilemma and how its Layer 2 roadmap could impact its core value and TSMC's Q1 2025 performance. We finish with a lightning round of rapid-fire questions. Don't miss it!   Remember to Stay Current! 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.

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

Send us a textNvidia's strategic move to manufacture AI chips on American soil marks a watershed moment for domestic tech production. Starting later this year through partnerships with TSMC in Arizona and Intel's foundries, this initiative responds to surging AI demand while creating valuable jobs for middle-class Americans. The first batch of US-produced chips will arrive in Q4 2025, strengthening America's technological infrastructure at a critical time.Meanwhile, the US-China trade relationship has deteriorated beyond simple tariffs, now impacting semiconductors, pharmaceuticals, and aviation sectors. Recent US export restrictions on AI chips to China have hit Nvidia hard with a $5.5 billion write-down and 6% stock decline. China's retaliatory measures include halting Boeing deliveries and suspending mail services, reflecting growing economic nationalism. These tensions have sent gold soaring past $3,300 per ounce while Wall Street futures slide – clear signals of market uncertainty.For homeowners and potential buyers, there's cautious optimism as mortgage rates remain under 7% for the twelfth consecutive week. The 30-year fixed refinance rate sits at 6.86%, with applications increasing for both new mortgages and refinancing. However, real estate performance varies dramatically by location and price point – some Florida markets thrive while others struggle, making this very much a market-by-market situation. Despite these variations, stabilizing rates represent positive movement for American families and businesses navigating today's complex economic landscape.Looking to see real estate wealth-building strategies in action? Join us April 23rd in Tampa for an exclusive investment event featuring networking, strategy sessions, and an on-site property walkthrough. Reserve your spot at WealthyAFai.com/events.Support the showIntroducing the 60-Day Deal Finder!Visit: www.wealthyAF.aiUse the Coupon Code: WEALTHYAF for 20% off!

In this episode of Market Mondays, we break down key developments in the market and answer top investor questions. We start by drafting a “starting 5” from stocks like Visa, Tesla, Boeing, FedEx, Lockheed, and more. We cover the daily habits every trader needs to stay competitive, and what the official end of the SEC vs. Ripple case means for XRP.We explore the next big tech trends set to shift consumer behavior and how businesses can prepare. We also discuss the potential Intel asset acquisition by TSMC and Broadcom, the long-term potential of $WM, and how to use Yen/USD movements to gain a trading edge. Plus, we share insights from visits to Nvidia and Meta, discuss China's propaganda influence, and evaluate $APLD, ARKK's potential comeback, and who might lead the data center race beyond Nvidia.#MarketMondays #StockMarket #Investing #Nvidia #CathieWood #Ripple #TSMC #Broadcom #YenUSD #Trading #DataCenters #Tesla #Visa #FedEx #ARKK #XRP #TechStocks #APLD #Cava #Meta #China #FinancialEducationInvest Fest Link: https://investfest.comOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this insightful clip, hosts Ian Dunlap, Rashad Bilal, and Troy Millings dive into the world of recession-proof stocks and market strategies. Discover their expert recommendations for maintaining resilient investments during tough economic times.The conversation kicks off with Rashad Bilal highlighting Costco and Nvidia as standout choices for weathering a recession. Their strong business models and consistent performance make them ideal for safeguarding your portfolio. Troy Millings expands the list by suggesting TSMC, Amazon, Procter & Gamble, and Netflix, each offering stability and potential growth across diverse market conditions.A significant portion of the clip delves into Amazon's expansive market potential. Beyond its retail operations, Amazon is praised for its ventures into pharmaceuticals, highlighting the company's resilience and vast growth opportunities. The discussion points to Amazon's efforts in untapped international markets and its potential entry into new arenas like podcasts and streaming content.Netflix is another focus of the conversation, celebrated for its robust subscription-based model. Alongside Apple, it stands as one of the best in this business segment. With ongoing expansion in original content production and live events, Netflix continues to explore untapped global markets, setting the stage for significant future growth.Transitioning to a healthcare analysis, the team examines Oscar Health. As a key player in the Affordable Care Act markets, Oscar Health has seen its stock price drop significantly, making it a less favorable long-term investment. While there might be short-term trading opportunities if bought at a low price, Oscar Health is ultimately seen as unreliable for long-term portfolios when compared to tech-health giants like Amazon, Apple, and Novo.Political context is also woven into the discussion, with observations on how political administration changes impact healthcare markets. The hosts touch upon an unnamed president's high approval ratings and how their decisions influence market dynamics.This clip provides a critical lens on Oscar Health's struggles. With humor, the hosts dismiss its long-term investment potential, comparing its low net income unfavorably to high-earning individuals, emphasizing the importance of careful investment choices.Tune in to gain valuable insights and equip yourself with the knowledge to make informed investment decisions, even amidst a challenging economic landscape.*Hashtags:* #InvestingStrategies #RecessionProof #StockMarket #Amazon #Netflix #TSMC #Costco #HealthcareMarkets #OscarHealth #FinancialGrowth #MarketInsightsOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy