Podcasts about TSMC

Timestamps: 0:00 whaddo I look like, some kinda Lord? 0:13 YouTube responds to low-view count issue 3:03 Switch emulator Eden on Play Store 4:17 China's Nvidia antitrust ruling 5:19 Ground News! 6:16 QUICK BITS INTRO 6:31 US says TikTok deal on with China 7:10 Snapdragon 8 Elite Gen 5, for some reason 7:59 Penske Media sues Google over AI Overviews 8:47 TSMC makes honey now NEWS SOURCES: https://lmg.gg/wWxUz Learn more about your ad choices. Visit megaphone.fm/adchoices

Not too long ago, NVIDIA was a niche tech company known for the graphics cards that powered computer gaming. Thanks to skyrocketing growth over the past few years, today, it's a $4 trillion behemoth that designs cutting-edge chips necessary for frontier AI development. It's an American company based in Santa Clara, CA. But, like so many other companies, it relies on foreign firms to manufacture its designs—primarily Taiwan Semiconductor Manufacturing Company.Intel is the only major American company that manufactures its own advanced semiconductors, or chips, but the once iconic firm is on an opposite trajectory. In the 1990s and early 2000s, Intel's microprocessors powered over 90% of PCs and the company was one of the world's most valuable. But intel missed the boat on two major tech developments—smartphones and AI—leaving the company a shell of its former glory.NVIDIA soared while Intel declined, but the two share in common a rollercoaster relationship with Washington and the Trump Administration over their ties to China.  After moving to ban NVIDIA from exporting its H20 chip to China, President Trump reversed the ban in exchange for NVIDIA giving a 15% cut of the sales to the US government. Last month, Intel CEO Lip-Bu Tan came under fire for his ties to and investments in Chinese companies, leading Trump to call for his immediate resignation. A few weeks later, Trump announced that the US government would take a 10% stake in Intel for about $10 billion in outstanding CHIPS Act grants, and Trump praised Tan for his affirmed commitments to US interests.The two companies are at the heart of the most significant tech policy debates in the world—from industrial policy to how to balance a desire to export American technology with the need to safeguard trade secrets and AI advantages. Evan is joined by Oren Cass, founder and chief economist of American Compass. Oren has been a staunch supporter of the CHIPS Act and industrial policies that he believes are necessary to restore high-tech American manufacturing, particularly in semiconductors. He's also been highly critical of the Administration's recent moves to allow NVIDIA to export more of its chips to China. Read his op-ed in The Washington Post on NVIDIA's H20 and his newsletter on the topic, as well as his recent op-ed in Commonplace on NVIDIA's potential antitrust problems. See his newsletter here for more on his reaction to the U.S. government's equity stake in Intel.

Dustin Lacey is the CTO at Mark-Taylor, the leading developer, owner, and investment manager of luxury multifamily communities in Arizona and Nevada, with over 135 Class A Multifamily properties. He leads the firm's tech evolution, powering the centralization of operations. Under his leadership, Mark‑Taylor has implemented innovative smart‑home integrations, centralized leasing and maintenance teams, and deployed unified resident platforms that enhance efficiency and elevate the resident experience. With a diverse background in irrigation, industrial manufacturing, and brand and marketing strategy, Dustin brings his unique experience into high-tech manufacturing from his tenure at TSMC, where he honed his skills in precision, process excellence, and product innovation.(01:36) - From Brand Strategy to Tech Leadership: Building Digital DNA in Real Estate(02:12) - Enterprise Proptech Success Story: Scaling a Multifamily Management Platform(05:16) - Class A Portfolio Strategy: Maximizing Asset Performance Through Tech(06:50) - Tech Stack Evolution: From AWS Integration to Custom CRM Development(10:29) - ROI Deep Dive: Making the Business Case for Custom Proptech Solutions(15:53) - Tech-Enabled Operations: Achieving Sub-2-Hour Response Times at Scale(20:12) - Feature: Blueprint - The Future of Real Estate - Register for 2025: Friends of Tangent receive $300 off the All Access pass. The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VC's, at The Venetian, Las Vegas on Sep. 16th-18th, 2025. (21:22) - Go-to-Market Excellence: Standing Out in the Competitive Proptech Landscape(31:41) - Risk Management Innovation: Tech Solutions for Modern Property Operations(38:30) - Founder's Playbook: Key Insights for Proptech Startups Targeting Enterprise Clients

US equity futures are firmer. Asia traded mixed, and European equities opened higher. Focus today is on the US August CPI, expected to show steady core inflation after a softer PPI reading; AI remained a key driver after Oracle's strong results and OpenAI computing deal added to optimism, alongside TSMC's robust August revenue growth; Trade tensions persisted as the EU weighed sanctions on Chinese refiners, Mexico prepared tariffs of up to 50% on some Asian imports, and Trump signaled progress toward talks with India's Modi; In Europe, attention was on the ECB, expected to hold policy steady with inflation near target, while the UK RICS survey showed a sharp fall in housing activity which was blamed on speculation on property tax change ahead of the budget.Companies Mentioned: First Internet Bancorp, Blackstone, Woodside Energy Group, Starbucks

Send us a textSEMI's flagship event, SEMICON West, is moving to Phoenix, Arizona this October 7-9, 2025, after 35 years in San Francisco, coinciding with the region's semiconductor manufacturing boom and $200 billion in announced investments. In this episode, Françoise speaks with SEMI Americas president, Joe Stockunas, who shares reasons for the move and what attendees can expect to experience. This includes: • Move driven by need to refresh the event and bring it closer to industry growth• New October timing based on attendee feedback to avoid disrupting July holidays• CEO Summit featuring keynotes from Arizona Governor Hobbs, TSMC, NVIDIA, and Intel• Exhibition floor expanding to over 1,500 booths (50% increase from last year)• Technical tracks focused on advanced packaging, AI, cybersecurity, and workforce development• Street fair networking event Tuesday evening on 3rd Street• Student attendance expected to jump from 700 to 7,000 thanks to proximity to Arizona's educational institutions• Special SemiQuest exhibit at Arizona Science Museum running September through year-end• Global Semicon events continue growing, with Semicon India doubling to 1,000 boothsFor registration and complete program information, visit semiconwest.org or download the event app to navigate the show and build your agenda.SEMIA global association, SEMI represents the entire electronics manufacturing and design supply chain. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Paukenschlag bei Oracle, Apples neues iPhone und Nachholpotenzial bei Silber. Außerdem geht es um TSMC, Saudi Aramco, Nvidia, Nebius, Iren, Coreweave, QMMM Holdings, iShares Physical Silver ETC (WKN: A1KWPR), WisdomTree Physical Silver (WKN: A0N6XJ), WisdomTree Silver EUR Daily Hedged (WKN: A1NZLG) Equinox Gold und die Pan American Silver. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

ย้อนกลับไปในปลายยุค 1980 ญี่ปุ่นเคยเป็นผู้ผลิตชิปมากกว่าครึ่งหนึ่งของโลก ในเวลานั้น ไม่ว่าจะเป็นคอมพิวเตอร์, เครื่องใช้ไฟฟ้า, หรือแม้แต่รถยนต์ ชิ้นส่วนสำคัญหลายอย่างล้วนมาจากญี่ปุ่นทั้งสิ้น ชิปหน่วยความจำ หรือ DRAM ของญี่ปุ่นเป็นที่ต้องการไปทั่วโลก บริษัทอย่าง NEC , Toshiba , Hitachi , Fujitsu , และ Mitsubishi เป็นเหมือนเสาหลักที่ค้ำจุนอุตสาหกรรมนี้ไว้ ทำให้ญี่ปุ่นเป็นมหาอำนาจทางเทคโนโลยีอย่างแท้จริงในยุคนั้นเลยก็ว่าได้ แต่เรื่องราวของมหาอำนาจที่ยิ่งใหญ่ มักมีจุดพลิกผันเสมอ… ปัจจุบัน ส่วนแบ่งการตลาดชิปทั่วโลกของญี่ปุ่นเหลือไม่ถึง 10% เท่านั้นเอง เกิดอะไรขึ้นกับ “ดินแดนอาทิตย์อุทัย” แห่งนี้กันแน่? เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Rapidus #ญี่ปุ่น #เซมิคอนดักเตอร์ #ชิป #2nm #สงครามชิป #เทคโนโลยี #นวัตกรรม #เศรษฐกิจญี่ปุ่น #TSMC #IBM #การลงทุน #อุตสาหกรรมเทคโนโลยี #โรงงานชิป #ฮอกไกโด #วิเคราะห์ธุรกิจ #geekstory #geekforeverpodcast

On this episode of the Trade Guys, we react to the recent decision from the Federal Court of Appeals on the use of IEEPA for tariffs, look at a rare pocket rescission targeting the World Trade Organization, and talk about the revocation of export licenses to China for TSMC, SK Hynix, and Samsung. Trade continues to be the hottest policy topic in Washington, which is why we're bringing back our ⁠Crash Course: Trade Policy with the Trade Guys⁠ this fall. If you missed our spring course, now is the perfect time to register. The course runs from October 8-9 at CSIS Headquarters or via Zoom. Registration is open until October 3.

Ben and Jay unpack why Broadcom's “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet's ubiquity vs. NVLink's tight integration—then differentiate GPUs' performance-per-watt advantages from custom ASIC cost calculus, arguing that “lumpiness” (program outcomes) is not “cyclicality” (inventory swings). They stress TAM realism: it's easy to total up CapEx, but the ROI numerator (revenue/profit) is still unknowable. Structurally, TSMC remains the default winner, with a plausible Intel Foundry financing path in the wings, while Google looks more likely to “sell capacity” for TPUs than chips. Net: GPUs keep the bulk of spend through 2030 even as select first-party silicon scales, and the market should judge claims against networking choices and workload fit—not headlines.

#美國 #關稅 #美國製造 #製造業 #投資美國 #南韓 #現代汽車 #移民局 #查緝 #非法工作 #台積電 #TSMC #川普 #Trump #風險 #李大中 #朱岳中

Original Title:  Milei; Jobs Report; Tech CEOs & Trump; Hawley & AI; Immigration; Drug War; Musk | Yaron Brook Show  | September 5, 2025Why are “pro-capitalist” CEOs kneeling to Trump? Why is Hawley using AI as a new excuse for government control? Why do politicians lie about jobs, immigration, and the drug war? And what does Milei's battle in Argentina tell us about freedom's future?Key Time Stamps:01:35 Milei06:30 Jobs Report15:55 Tech CEOs & Trump27:45 Musk34:30 Hawley & AI40:35 Immigration46:10 Drug WarLive Questions:56:26 Is being passive-aggressive a sign of moral cowardice? 59:55 I'm planning my 1st ever trip to South America! Which cities are a 'must-do'? When I talk about Rio, friends give dire warnings on security. Is it so bad that I should stay away from Rio on my trip?1:03:55 Are you surprised that American businessmen are kneeling to politicians in the year 2025, or does it make sense given the philosophy in the culture?1:05:00 Your comments about the intensification of the Drug War sparked this question: why does the violation of a right beget further violation of rights?1:06:54 Have you ever explored England outside of London? 1:09:55 Is this the modern mixed economy model? Have a few cities where all the wealth and innovation occur, and everyone else in the country lives on benefits?1:10:46 All government attempts to redistribute wealth and income smother productive incentives and lead toward general impoverishment.1:11:09 You really believe the guy making $50k a year can be as happy as the guy making $500k a year?1:15:33 What motivated LP to write DIM? What was he observing in the culture to make him want to put in writing these predictions when things were looking pretty good 15 years ago, when he began writing?1:18:35 What would you do in that situation? How would you deal with Trump as the CEO of a company, knowing he would want to associate with you?1:19:28 Could ARI produce a movie or documentary about Objectivism?1:20:56 This makes a Christian-altruist society very uncomfortable, but isn't the truth that sometimes the strong have to use force against the weak if it's in retaliation for aggression?1:22:06 Is there any hope left for Taiwan? Do you think the world is ready to have TSMC in the hands of the CCP?1:23:13 Aside from health and family issues, I have trouble understanding unhappy wealthy people. Is it value-related? Lack of goals to use the money?1:25:23 We could use a reverse DIM that identifies and celebrates the causes of the Enlightenment. Is there a book out there that does that?

President Donald Trump organiseerde een etentje in het Witte Huis en alle techbaasjes van Silicon Valley kwamen opdagen. Het werd geheel volgens Trumpiaans recept één grote kleffe bedoening. Niet vanwege het eten, maar vanwege de grote bak slijm die de elite van Silicon Valley uitstortte over de oranje president. Maar echt veel indruk maakten alle complimenten niet. Trump kondigde importheffingen aan op chips voor bedrijven die hun productie niet naar de VS verplaatsen. Welke bedrijven daar het meest van profiteren en wat dat betekent voor jouw Nederlandse chipbedrijven, bespreken we deze aflevering. Maar er is meer chipnieuws. Chipbedrijf Broadcom kwam met cijfers, en zij zagen een flink gestegen omzet. Ze hebben er bovendien een flinke klant bijgekregen. Ze zeggen niet welke, maar volgens Bloomberg is het OpenAI. Grote vraag: waarom lukte het Nvidia niet om die opdracht te winnen? En waarom stijgt Broadcom dit jaar harder dan Nvidia? We hebben het ook nog over de Fed, want dat Trump de onafhankelijkheid van de Fed om zeep wil helpen, dat wisten we al. Maar het wordt nóg gekker: een econoom van het Witte Huis die een Fed-bestuurder vervangt, zegt nu dat hij ook nog zijn baan in het Witte Huis wil behouden. Stephen Miran werd gegrild in de Senaat om benoemd te worden voor vier maanden en gaat dan dus zowel in het Witte Huis als bij de Fed aan de slag. See omnystudio.com/listener for privacy information.

The MacBreak Weekly panel is patiently waiting for Apple's September event! A story about stolen luggage at LAX being recovered thanks to an Apple AirTag diverges into a spirited discussion on clothing and luggage. And Apple could be prepared to drop its largest case redesign for the iPhone 17, including a spiritual successor to the FineWoven material. Apple plans AirPods feature that can live-translate conversations. Upgrade 579: The 2025 September Event Draft. Stolen luggage at LAX recovered thanks to Apple AirTag. Apple taking half of TSMC's 2nm chip capacity when production hits full speed. France's unnecessary iPhone 12 RF patch is spreading across Europe. Apple may be readying the largest case redesign yet for iPhone 17. New 'Vision Air': Here's how much lighter and less expensive it might be. You can try Apple's lightning-fast video captioning model right from your browser. Apple just released a new AI chatbot to help retail employees sell iPhones. Apple Music radio stations are now available outside of Apple Music for the first time. Adafruit Fruit Jam – An RP2350 mini computer running classic Macintosh - CNX Software. Zoom wins broadcast Emmy. Picks of the Week Leo's Pick: Vintage Apple Jason's Picks: The Nomad Leather Mag Wallet with Find My & Sport Band for Apple Watch Andy's Pick: Blitzortung Alex's Pick: OWC Thunderblade X12 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zocdoc.com/macbreak Melissa.com/twit

Plus: American Bitcoin, a bitcoin mining company backed by President Trump's two eldest sons, to list on the Nasdaq. And the U.S. revokes TSMC's authorization to ship equipment to China. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The U.S. revokes authorization for TSMC to freely ship key equipment to its main Chinese chip-making site. And, Disney pays a $10 million penalty over allegations it unlawfully collected children's data to use in targeted advertising. Azhar Sukri hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The MacBreak Weekly panel is patiently waiting for Apple's September event! A story about stolen luggage at LAX being recovered thanks to an Apple AirTag diverges into a spirited discussion on clothing and luggage. And Apple could be prepared to drop its largest case redesign for the iPhone 17, including a spiritual successor to the FineWoven material. Apple plans AirPods feature that can live-translate conversations. Upgrade 579: The 2025 September Event Draft. Stolen luggage at LAX recovered thanks to Apple AirTag. Apple taking half of TSMC's 2nm chip capacity when production hits full speed. France's unnecessary iPhone 12 RF patch is spreading across Europe. Apple may be readying the largest case redesign yet for iPhone 17. New 'Vision Air': Here's how much lighter and less expensive it might be. You can try Apple's lightning-fast video captioning model right from your browser. Apple just released a new AI chatbot to help retail employees sell iPhones. Apple Music radio stations are now available outside of Apple Music for the first time. Adafruit Fruit Jam – An RP2350 mini computer running classic Macintosh - CNX Software. Zoom wins broadcast Emmy. Picks of the Week Leo's Pick: Vintage Apple Jason's Picks: The Nomad Leather Mag Wallet with Find My & Sport Band for Apple Watch Andy's Pick: Blitzortung Alex's Pick: OWC Thunderblade X12 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zocdoc.com/macbreak Melissa.com/twit

The MacBreak Weekly panel is patiently waiting for Apple's September event! A story about stolen luggage at LAX being recovered thanks to an Apple AirTag diverges into a spirited discussion on clothing and luggage. And Apple could be prepared to drop its largest case redesign for the iPhone 17, including a spiritual successor to the FineWoven material. Apple plans AirPods feature that can live-translate conversations. Upgrade 579: The 2025 September Event Draft. Stolen luggage at LAX recovered thanks to Apple AirTag. Apple taking half of TSMC's 2nm chip capacity when production hits full speed. France's unnecessary iPhone 12 RF patch is spreading across Europe. Apple may be readying the largest case redesign yet for iPhone 17. New 'Vision Air': Here's how much lighter and less expensive it might be. You can try Apple's lightning-fast video captioning model right from your browser. Apple just released a new AI chatbot to help retail employees sell iPhones. Apple Music radio stations are now available outside of Apple Music for the first time. Adafruit Fruit Jam – An RP2350 mini computer running classic Macintosh - CNX Software. Zoom wins broadcast Emmy. Picks of the Week Leo's Pick: Vintage Apple Jason's Picks: The Nomad Leather Mag Wallet with Find My & Sport Band for Apple Watch Andy's Pick: Blitzortung Alex's Pick: OWC Thunderblade X12 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zocdoc.com/macbreak Melissa.com/twit

The MacBreak Weekly panel is patiently waiting for Apple's September event! A story about stolen luggage at LAX being recovered thanks to an Apple AirTag diverges into a spirited discussion on clothing and luggage. And Apple could be prepared to drop its largest case redesign for the iPhone 17, including a spiritual successor to the FineWoven material. Apple plans AirPods feature that can live-translate conversations. Upgrade 579: The 2025 September Event Draft. Stolen luggage at LAX recovered thanks to Apple AirTag. Apple taking half of TSMC's 2nm chip capacity when production hits full speed. France's unnecessary iPhone 12 RF patch is spreading across Europe. Apple may be readying the largest case redesign yet for iPhone 17. New 'Vision Air': Here's how much lighter and less expensive it might be. You can try Apple's lightning-fast video captioning model right from your browser. Apple just released a new AI chatbot to help retail employees sell iPhones. Apple Music radio stations are now available outside of Apple Music for the first time. Adafruit Fruit Jam – An RP2350 mini computer running classic Macintosh - CNX Software. Zoom wins broadcast Emmy. Picks of the Week Leo's Pick: Vintage Apple Jason's Picks: The Nomad Leather Mag Wallet with Find My & Sport Band for Apple Watch Andy's Pick: Blitzortung Alex's Pick: OWC Thunderblade X12 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zocdoc.com/macbreak Melissa.com/twit

As government borrowing costs and debts rise around the world, we take a closer look at Japan, the UK and the US, and ask why? Hannah Mullane speaks to New Zealand's minister of immigration Erica Stanford as the Antipodean country plans to open up their housing market to foreign investors as part of a golden visa programme. Elsewhere we discuss how TSMC, the biggest semi-conductor producer making chips for electronic products, has become the latest company to face restrictions from the US government as it looks to limit China's access to American technology. And amid its tariff war with the US, we find out why some grocers in Canada have been ticked off for falsely labelling goods as Canadian. The latest business and finance news from around the world, on the BBC.

S&P futures are currently up +0.3% and pointing to a higher open today. Asian equities were mixed, with notable declines in Greater China and Japan, while South Korea and Taiwan posted gains. European equity markets are firmer in early trades with major benchmarks all advancing. The JGB 30-year yield hit a record 3.285%, driven by a global selloff in ultralong bonds amid fiscal debt concerns. The 30-year gilt yield also reached its highest level since 1998. Companies Mentioned: Google, Aon, TSMC

In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. and emerging markets.From index-construction quirks to the impact of a weaker dollar, Brendan lays out why headline EM returns can hide powerful growth — and how investors might be looking in the wrong places.In this episode:– Why headline EM returns can mask strong tech-led performance– How stripping out banks/energy/SOEs changes the EM picture– What a weaker dollar means for global rebalancing out of U.S. equities– Where growth actually lives: names like TSMC, Alibaba, Tencent, Mercado Libre– How to think about EM “growth factor” exposure alongside broader EM allocationsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #EmergingMarkets #Investing #GlobalEquities #USDollarStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

The MacBreak Weekly panel is patiently waiting for Apple's September event! A story about stolen luggage at LAX being recovered thanks to an Apple AirTag diverges into a spirited discussion on clothing and luggage. And Apple could be prepared to drop its largest case redesign for the iPhone 17, including a spiritual successor to the FineWoven material. Apple plans AirPods feature that can live-translate conversations. Upgrade 579: The 2025 September Event Draft. Stolen luggage at LAX recovered thanks to Apple AirTag. Apple taking half of TSMC's 2nm chip capacity when production hits full speed. France's unnecessary iPhone 12 RF patch is spreading across Europe. Apple may be readying the largest case redesign yet for iPhone 17. New 'Vision Air': Here's how much lighter and less expensive it might be. You can try Apple's lightning-fast video captioning model right from your browser. Apple just released a new AI chatbot to help retail employees sell iPhones. Apple Music radio stations are now available outside of Apple Music for the first time. Adafruit Fruit Jam – An RP2350 mini computer running classic Macintosh - CNX Software. Zoom wins broadcast Emmy. Picks of the Week Leo's Pick: Vintage Apple Jason's Picks: The Nomad Leather Mag Wallet with Find My & Sport Band for Apple Watch Andy's Pick: Blitzortung Alex's Pick: OWC Thunderblade X12 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zocdoc.com/macbreak Melissa.com/twit

Mercredi 3 septembre, François Sorel a reçu Isabelle Bordry, fondatrice de Retency, Clément David, président de Theodo Cloud, et Frédéric Simottel, journaliste BFM Business. Ils se sont penchés sur la triple valorisation d'Anthropic après une nouvelle levée de fonds, et les restrictions d'exportation vers la Chine de TSMC par Washington, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

The MacBreak Weekly panel is patiently waiting for Apple's September event! A story about stolen luggage at LAX being recovered thanks to an Apple AirTag diverges into a spirited discussion on clothing and luggage. And Apple could be prepared to drop its largest case redesign for the iPhone 17, including a spiritual successor to the FineWoven material. Apple plans AirPods feature that can live-translate conversations. Upgrade 579: The 2025 September Event Draft. Stolen luggage at LAX recovered thanks to Apple AirTag. Apple taking half of TSMC's 2nm chip capacity when production hits full speed. France's unnecessary iPhone 12 RF patch is spreading across Europe. Apple may be readying the largest case redesign yet for iPhone 17. New 'Vision Air': Here's how much lighter and less expensive it might be. You can try Apple's lightning-fast video captioning model right from your browser. Apple just released a new AI chatbot to help retail employees sell iPhones. Apple Music radio stations are now available outside of Apple Music for the first time. Adafruit Fruit Jam – An RP2350 mini computer running classic Macintosh - CNX Software. Zoom wins broadcast Emmy. Picks of the Week Leo's Pick: Vintage Apple Jason's Picks: The Nomad Leather Mag Wallet with Find My & Sport Band for Apple Watch Andy's Pick: Blitzortung Alex's Pick: OWC Thunderblade X12 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zocdoc.com/macbreak Melissa.com/twit

Nvidia leads the global technology sector in artificial intelligence and data center solutions, while Microsoft advances cloud and AI integration through Azure, Microsoft 365, and partnerships with OpenAI. Apple maintains its position in consumer technology with its ecosystem and investments in spatial computing and privacy-focused AI. Alphabet leverages its dominance in digital advertising, search, and YouTube, and invests in artificial intelligence and autonomous technology. Amazon drives growth with its e-commerce platform and Amazon Web Services, offering cloud and AI solutions. Meta invests in social media, virtual reality, and AI development. Broadcom and TSMC provide critical semiconductor and infrastructure technologies for major industries. Tesla advances electric vehicles, energy storage, and clean energy infrastructure. Oracle delivers enterprise software and cloud solutions for organizations worldwide.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Lea Oetjen über den Absturz von Kraft Heinz, einen spannenden IPO und etwas Glanz in turbulenten Börsenzeiten. Außerdem geht es um Intel, Meta, Nvidia, Alphabet, Apple, Tesla, BYD, ProSiebenSat.1, PepsiCo, Salesforce, American Eagle Outfitters, Unibail-Rodamco-Westfield, Caterpillar, TSMC, Deutz, Xetra-Gold (WKN: A0S9GB), iShares Physical Silver (WKN: A1KWPR), Global X Silver Miners (WKN: A3DC8R) und Vitec. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Gisteren waren Samsung en SK Hynix de pineut. Ze mochten geen nieuwe Amerikaanse chipmachines meer naar hun Chinese fabrieken brengen. Een maatregel die ASML, ASMI, Besi amper raakte. Maar vandaag staan die drie wel fors lager, nu president Donald Trump hetzelfde trucje uithaalt met TSMC. Na dit jaar is het klaar met nieuwe Amerikaanse machines daar. Waarom 'onze' chipbedrijven daar nu wel op reageren, bespreken we deze aflevering. We hebben het ook over dips. Het was het gedroomde huwelijk van wonderbelegger Warren Buffett: Kraft en Heinz samen. Maar de twee gaan na tien jaar weer uit elkaar. De fusie heeft de gezamenlijke beurskoers geen goed gedaan: hij zakte in tien jaar tijd met bijna 70 procent. Vandaag geven beleggers het aandeel nog een extra zetje omlaag. Dan vertellen we je ook nog over een níeuw chiphuwelijk: tussen ASML-topman Christophe Fouquet en Narendra Modi, de premier van India. Je hoort over Scott Bessent, de Amerikaanse minister van Financiën die steeds vaker tegen zijn president Trump ingaat. Al blijft 'ie 'm ook nog steeds verdedigen. En mocht je nog van plan zijn om je leidinggevende op date te vragen, dan leer je ook waarom dat geen goed idee is.See omnystudio.com/listener for privacy information.

News and Updates: Microsoft's Windows chief Pavan Davuluri says the next version of Windows—possibly Windows 12—will be an “ambient, multi-modal” OS powered by AI. Voice will become a primary input alongside keyboard and mouse, with context-aware features that understand what's on your screen. Microsoft calls it an “agentic AI” future, blending local and cloud compute, though privacy concerns loom. Excel is testing a new =COPILOT() AI function that lets users type natural language prompts instead of formulas. Microsoft warns not to use it for any task requiring accuracy—like math, finance, or compliance—since results may be wrong. Critics say this undermines Excel's core purpose and could erode real spreadsheet skills. President Trump announced that Intel has agreed to give the US government a 10% stake—worth about $10B—through a mix of CHIPS Act funds and direct investment. The deal aims to secure domestic chipmaking but gives the US no board influence. Democrats are questioning legality, while Trump floated possible 300% tariffs on foreign semiconductors to further boost Intel against TSMC and Samsung.

Alessandro Aresu"Partner o rivali?"Festival Filosofiawww.festivalfilosofia.itFestival Filosofia, ModenaAlessandro AresuPartner o rivali?Per una geopolitica della ricerca applicataVenerdì 19 settembre 2025, ore 18:00In che modo la competizione globale ridefinisce la ricerca applicata e la collaborazione accademica? Questa lezione analizza le dinamiche geopolitiche che influenzano lo sviluppo delle tecnologie digitali e dell'intelligenza artificiale, mettendo a fuoco la crescente rivalità tra Stati Uniti e Cina e le sue ricadute sui sistemi della conoscenza. Alessandro Aresu"La Cina ha vinto"Feltrinelli Editorewww.feltrinellieditore.itL'Occidente è ossessionato dalla Cina, spesso però la osserva con miopia o secondo schemi interpretativi inadeguati. Alessandro Aresu – una delle voci più lucide del dibattito geopolitico italiano – rilegge la sfida cinese non come uno scontro ideologico tra democrazia e autoritarismo, ma come un conflitto sistemico tra modelli di potenza. "La Cina ha vinto" non è un'affermazione retorica, è una provocazione metodica: per capire dove stiamo andando bisogna decifrare il pensiero strategico cinese, le sue origini storiche, le sue logiche industriali, i suoi strumenti di influenza globale, le sue contraddizioni. Alessandro Aresu ci indica le traiettorie della tecnopolitica di Pechino, raccontando con chiarezza le trasformazioni dei rapporti tra Partito, capitale, sapere tecnico e ambizioni globali. Dalle radici confuciane all'intelligenza artificiale, dall'enorme vantaggio sul talento alla superiorità produttiva, Aresu ci restituisce un quadro che va oltre la narrazione dominante sull'“impero del controllo”. È la storia di un potere politico curioso del suo avversario e consapevole della propria forza. In queste pagine il lettore è chiamato a riflettere su quale mondo ci stiamo preparando ad abitare: uno in cui la vittoria o la sconfitta dell'Occidente non dipenderanno solo dalla Cina, ma anche dalla nostra capacità di capirla, senza illusioni e senza ipocrisie.Alessandro Aresu è analista geopolitico, consulente istituzionale ed esperto di politiche pubbliche, con una competenza specifica nei rapporti tra economia, tecnologia e potere globale. Ha lavorato per la Presidenza del Consiglio dei Ministri, il Ministero dell'Economia e delle Finanze, il Ministero degli Affari Esteri, il Ministero dell'Università e della Ricerca, la Cassa Depositi e Prestiti e l'Agenzia Spaziale Italiana. È stato consigliere del Presidente del Consiglio Mario Draghi tra il 2021 e il 2022. Scrive per “Limes – Rivista italiana di geopolitica”, di cui è consigliere scientifico, e collabora con testate italiane e internazionali come “Le Grand Continent”, “Aspenia”, “Gnosis”, “Il Foglio”, “Il Fatto Quotidiano”, “Il Giornale” e “L'Unione Sarda”. Nei suoi studi ha esplorato l'evoluzione del capitalismo politico e le trasformazioni della competizione globale, con un'attenzione particolare al ruolo delle tecnologie emergenti, alla governance delle filiere strategiche (cavi sottomarini, semiconduttori) e al confronto tra Stati Uniti e Cina. Ha introdotto nel dibattito italiano aziende chiave come BYD, NVIDIA e TSMC, con l'obiettivo di favorire una cultura della sovranità tecnologica e industriale. Il suo approccio, interdisciplinare e divulgativo, combina analisi sistemica e cultura strategica. Tra i suoi libri: L'interesse nazionale. La bussola dell'Italia (Bologna 2018, con Luca Gori); Le potenze del capitalismo politico. Stati Uniti e Cina (Milano 2020); Il dominio del XXI secolo. Cina, Stati Uniti e la guerra invisibile sulla tecnologia (Milano 2022); Geopolitica dell'intelligenza artificiale (Milano 2024, tra i finalisti al Premio Strega Saggistica 2025).IL POSTO DELLE PAROLEascoltare fa pensarewww.ilpostodelleparole.itDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/il-posto-delle-parole--1487855/support.

Nvidia smashes earnings with US$26 billion in revenue, but markets still sell the stock — what does that tell us about investor nerves around AI? Hosted by Michelle Martin, this episode dives into Washington’s extraordinary 10% equity stake in Intel, what it signals for the future of strategic industries, and how subsidies and politics are reshaping valuations. We also explore the global chip war — from U.S. subsidies to China’s AI push and Japan’s resurgence — and what it means for investors in Nvidia, AMD, Intel, and TSMC. Then, we turn to consumer psychology, as Pop Mart’s Labubu blind box mania grips China even amid regulatory warnings. Are blind boxes a fad, a bubble, or a deep cultural trend? Guest Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious, joins with sharp insights for investors navigating tech, politics, and pop culture. See omnystudio.com/listener for privacy information.

00:00: ☀️ Bom dia Tech!00:22:

Plus: Three people have been indicted in a case about stolen TSMC chip secrets. And Amazon plans to extend new employment offers to Whole Foods' U.S. corporate employees. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

ถ้าผมถามว่า ศูนย์กลางของโลกเทคโนโลยีที่สำคัญที่สุดในปัจจุบันอยู่ที่ไหน หลายคนคงนึกถึง Silicon Valley ที่สหรัฐอเมริกา บางคนอาจจะนึกถึงเมือง Hsinchu ที่ไต้หวัน ซึ่งเป็นที่ตั้งของ TSMC หรืออาจจะเป็นเกาหลีใต้ ที่มี Samsung เป็นเจ้าแห่งนวัตกรรม แต่ถ้าผมจะบอกว่า สถานที่ที่อาจจะสำคัญที่สุด ที่เป็นคนกำหนดทิศทางของชิปแทบทุกตัวบนโลกใบนี้ กลับไม่ได้อยู่ในประเทศมหาอำนาจเหล่านี้เลยล่ะครับ แต่มันซ่อนตัวอยู่ในเมืองเล็กๆ ที่ชื่อว่า Leuven ในประเทศเบลเยียม เมืองที่คุณอาจจะไม่เคยได้ยินชื่อมาก่อนด้วยซ้ำ และในเมืองนี้ มีองค์กรหนึ่งที่ชื่อว่า imec ซึ่งเป็นหัวใจสำคัญที่ทำให้อุตสาหกรรมเซมิคอนดักเตอร์มูลค่าหลายล้านล้านบาทขับเคลื่อนไปข้างหน้าได้ วันนี้ ผมจะพาทุกคนไปรู้จักเรื่องราวของ imec องค์กรไม่แสวงหาผลกำไร ที่เริ่มต้นจากเงินทุนของรัฐบาลประเทศเล็กๆ แต่กลับกลายมาเป็นเหมือนศูนย์กลางของวงการชิป ที่แม้แต่คู่แข่งตัวฉกาจอย่าง Intel, Samsung, และ TSMC ยังต้องเดินทางมาจับมือกันเพื่อสร้างอนาคต เรื่องราวของพวกเขาเป็นอย่างไร และทำไมองค์กรนี้ถึงสำคัญกับชีวิตของเราทุกคน… เรื่องนี้มันน่าสนใจมากครับ เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #imec #เซมิคอนดักเตอร์ #ชิป #เทคโนโลยี #นวัตกรรม #EUV #HighNA #MooresLaw #Chiplet #ASML #TSMC #Intel #เบลเยียม #อุตสาหกรรมชิป #สาระน่ารู้ #ความรู้รอบตัว #เทคโนโลยีเปลี่ยนโลก #วิศวกรรม #วิทยาศาสตร์ #geekstory #geekforeverpodcast

This is a preview — for the full episode, subscribe: https://newmodels.io https://patreon.com/newmodels https://newmodels.substack.com Theorists Marek Poliks & Roberto Alonso Trillo (co-hosts of the Dis.integrator pod) come on New Models to talk us through their highly anticipated new book, Exocapitalism: Economies with Absolutely No Limits, which is out this month from Becoming Press. Through their radical rethinking of capitalism — its indifference to human scale, its endless appetite for complexity, its rapacious transformation of everything into betting surfaces — Marek and Roberto relieve us of old Leftist frameworks, supplying a decoder ring for the growing incoherence of everyday contemporary life. Exocapitalism: Economies With Absolutely No Limits (Becoming Press, 2025) https://becoming.press/exocapitalism-economies-with-absolutely-no-limits-(2025)-by-marek-poliks-roberto-alonso-trillo Authors: Marek Poliks & Roberto Alonso Trillo https://www.marekpoliks.com/ https://robertoalonsotrillo.com/ https://open.spotify.com/show/4AcGAXHIdRu1toaZYnK3kB Foreward: Charles Mudede Afterward: Alex Quicho Art & Design: Palais Sinclaire Illustrations: Avocado Ibuprofen Names cited: AMD, Amazon/AWS, Amanda Askell, American Express, BlackRock, Bogna Konior, Charles Mudede, ChatGPT, Citadel, Cortical Labs, Daniel Felstead & Jenn Leung, David Graeber, DraftKings, Dunkin', SNAP (US food stamps), Elena Esposito, Gilles Deleuze & Felix Guattari, GUS (Global University Systems), Helen Hester & Nick Srnicek, Hilton Worldwide, Jürgen Habermas, K Allado-McDowell, Karl Marx, Kraft Singles, Luciana Parisi, Luigi Mangione, Nick Land, Nvidia, OpenAI, Ray Brassier, René Benko, Robinhood, Salesforce, Silvia Federici, SpaceX, Starbucks, TSMC

Intel, antaño líder indiscutible en el diseño y fabricación de semiconductores, ha perdido su posición predominante frente a competidores como Nvidia y TSMC. Durante décadas, Intel fue sinónimo de innovación en procesadores para ordenadores personales. Todos recordamos su línea de producto Pentium, el célebre eslogan “Intel Inside” y el no menos célebre Intel Bong que sonaba en los anuncios. La empresa fue fundada en 1968 por tres pioneros de los semiconductores: Robert Noyce, Andrew Grove y Gordon Moore, que formuló la ley que lleva su nombre. Durante años Intel dominó el mercado. A principios de siglo tenían una cuota de mercado del 90% en servidores y más del 80% en procesadores. Pero una serie de errores estratégicos en cadena la han llevado a perder terreno en sectores como los smartphones y la inteligencia artificial. Ha sido la irrupción de la IA la que ha transformado la industria de los semiconductores y eso ha beneficiado especialmente a Nvidia. Esta empresa, antes centrada en tarjetas gráficas para videojuegos, capitalizó la demanda de circuitos especializados para IA. Entretanto Intel ha visto como se desplomaba su su facturación y el año pasado entraron en pérdidas. A la división de fabricación no le ha ido mejor. Los taiwaneses de TSMC le han arrebatado el liderazgo y hoy esa empresa vale diez veces más que Intel. Tras la pandemia hubo escasez de chips, eso hizo subir los precios y puso a este negocio en la mira de todo el mundo. Pero Intel no supo adaptarse a las nuevas dinámicas del mercado. Su incapacidad para competir en el diseño de chips para IA la dejó rezagada. Se echó entonces en manos del Gobierno. En 2022 se acogió a la ley de chips aprobada por Joe Biden con la intención de construir nuevas plantas de fabricación y ampliar las existentes. Ahí los problemas se acumularon. La ley se fue implementando de forma muy lenta y la caída en la demanda de sus chips complicaron su situación. Con Trump las cosas han ido a peor. Tras criticar el modo en el que se había gestionado la ley de chips, el presidente exigió la dimisión del nuevo CEO de Intel, Lip Bu Tan por supuestos vínculos con China. Tan, nacido en Malasia pero ciudadano estadounidense, ha tenido que negociar con el Gobierno y ha cerrado una tregua, pero a cambio de convertir 9.000 millones de dólares en subvenciones no entregadas en una participación del 10% de Intel para el Estado federal. Junto a eso la japonesa SoftBank ha inyectado 2.000 millones de dólares en la empresa tras acordarlo con la Casa Blanca. Estas dos maniobras han permitido estabilizar la situación financiera de Intel, al menos temporalmente. No obstante, los problemas persisten. Intel sigue teniendo dificultades para competir con TSMC en fabricación y con Nvidia en diseño. La empresa ha despedido ya al 15% de su plantilla y ha cancelado proyectos como una fábrica en Alemania. Para sobrevivir, necesita nuevos clientes y productos innovadores, pero cambiar de proveedor en un sector tan especializado es complejo. La intervención del Gobierno más que una solución podría terminar siendo un problema. Con políticos de por medio se frenará la innovación ya que los nuevos dueños darán prioridad a las cuestiones políticas sobre las del mercado. Intel, ahora con el Gobierno como accionista de referencia, debe encontrar un plan creíble para recuperar su relevancia en un sector donde la competencia es feroz y los errores se pagan muy caros. En La ContraRéplica: 0:00 Introducción 3:58 Intel a la deriva 32:56 Artistas y política 38:47 ¿Por qué crece el cristianismo? 43:43 Mercado de capitales europeo · Canal de Telegram: https://t.me/lacontracronica · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #intel #semiconductores Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Witamy w 366 odcinku Shufflecast! Wszystko wskazuje na to, że piekło zamarznie, a Nintendo zapewni pełne wsparcie dla języka Polskiego. Najpierw w systemie, a następnie w swoich grach. Poza tym Apple planuje zmienić cykl wydawniczy swoich iPhone począwszy od serii 18. To i wiele więcej w kolejnym, przydługim wstępniaku. Natomiast temat odcinka może być tylko jeden - nowości Google w tym Pixel 10. Zapraszamy! 00:53 - Wstępniak: Nintendo po Polsku, iPhone 18 i daty premiery, Akcja serwisowa Pixeli 6a i 7a, Google Maps na Garmina, zwiastuny: Fallout S2, 1670 S2, Niebieskooki Samuraj S2 22:48 - nowości Google - Google Pixel 10, Google Pixel 10 Pro Fold, Pixel 10 Pro, Pixel Buds 2a, Pixel Watch 4 Zachęcamy do obserwowania podcastu na Twitterze oraz Facebooku. A także naszych prywatnych profili: Sławek & Damian.

In this episode, Clay unpacks the extraordinary rise of ASML — a little-known Dutch company that quietly became the most important player in global technology. Since its IPO in 1995, ASML has compounded at 20% annually. ASML holds one of the most powerful monopolies on earth as it's the sole manufacturer of EUV lithography machines, which make the world's most advanced semiconductor chips. Without ASML, companies like Apple, NVIDIA, and TSMC couldn't power iPhones, AI data centers, or the modern digital economy. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:56 - How ASML grew from a Philips spinoff into Europe's most important tech company. 13:31 - How ASML's partnership with TSMC shaped the global semiconductor industry. 32:16 - Why ASML holds a near-monopoly on EUV lithography machines. 41:01 - Why the geopolitical tension between the US and China place ASML at the center of technology power struggles. 53:30 - How investors can view ASML's growth, risks, and future opportunities. 01:00:23 - What makes ASML's moat nearly impossible for competitors to replicate. 01:05:08 - The dual leadership that propelled ASML's rise and built a culture of relentless focus. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Marc Hijink's book: Focus: The ASML Way. Related Episode TIP727: 7 Powers by Hamilton Helmer. Related Episode TIVP024: TSMC: The Most Important Business in the World?. Follow Clay on ⁠⁠X⁠⁠ and ⁠⁠LinkedIn⁠⁠. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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: ⁠SimpleMining⁠ ⁠HardBlock⁠ ⁠AnchorWatch⁠ ⁠Human Rights Foundation⁠ ⁠Cape⁠ ⁠Unchained⁠ ⁠Vanta⁠ ⁠Shopify⁠ ⁠Onramp⁠ ⁠Abundant Mines⁠ 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! Support our show by becoming a premium member! ⁠⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

＜ヘッドライン＞米ロ首脳によるウクライナ停戦協議、 トランプ大統領がプーチン大統領を厚遇したものの成果示せず　プーチン大統領が譲歩せず主導権握る危うい構図浮き彫り　ルッテNATO事務総長「ウクライナの『安全の保証』を確保する枠組みに30カ国程度が参加を調整しており日本や豪州も含む」／王毅・中国外相、ニューデリーでモディ・インド首相と会談　中国外務省「両国の対立の原因だった国境問題を適切に管理し両国の協力を拡大させる方針で一致」／石破総理大臣、モディ首相と来週総理官邸で会談　経済安全保障上、重要な物資の調達に向けた協力の枠組み構築で合意へ　半導体・鉱物資源・AIなど重点分野に指定、10年間の行動計画に基づき企業の協業を後押し　中国に依存しない強固なサプライチェーン構築目指す／７月に日本から米国に輸出された自動車の平均単価、341万円と前月比約3万円上昇し6カ月ぶりにプラスに転じる　日本側で負担してきたトランプ関税のコストの一部を現地での販売価格に転嫁／中国7月16〜24歳失業率、17.8%と前月比3.3ポイント上昇　現役学生を統計の調査対象から外した2023年12月以降2番目に高い水準　前年同月比も0.7ポイント上昇、景気低迷で若年層の雇用環境の厳しさ増す／ラトニック米商務長官「半導体大手インテルへ補助金を支給する見返りにインテルの株式を要求する」「単に補助金を支給するだけでなく米国の納税者が経済的な恩恵を受けるべきだ」　ロイター通信「米政府が台湾TSMCなどの株式取得も検討」／米7月29〜30日FOMC議事要旨「何人かの参加者が、関税政策が物価に与える影響を見極める前に利下げを始める考えを示していた」　FRB、この会合では政策金利据え置き／金融庁、今月中にも国内フィンテック関連スタートアップ「JPYC」を資金移動業に登録　円建てステーブルコインの発行を国内で初めて認める　世界市場規模は2500億ドル超、国内でも普及目指す／日本に住む外国人による母国への仕送りが増加　今年上半期の送金額、5068億円と前年同期比38%増加し半期ベースで過去最高更新　外国人の就労拡大に伴い今後さらに拡大する見通し、透明性・安全性の確保が課題／EV向け電池の世界生産能力、需要の3.4倍に膨らむ　EV市場の減速で供給過剰　国内に一定の需要ある中国は増産、日本・韓国の大手電池メーカーは投資計画縮小／米グーグル、自社開発の新型スマートフォン「Pixel10」を今月中に発売　高性能半導体搭載、AIが音声通話をリアルタイムで日本語・英語間で同時通訳 ＜ポイント＞　（１） 焦るトランプ＆ぶれないプーチン〜遠いウクライナ和平（２） 今週のマーケット（３） インドに急接近する中国 ＜ここ／これを見てきた＞あれ､伊藤さん､その傷は

Tesla heeft er weer een groot probleem bij. Dit keer is het niet een bijbaan (of ruzie) van de topman, maar de chaos achter de schermen bij de autobouwer. Volgens de toezichthouder houdt Tesla maandenlang informatie over crashes achter de hand.Dat mag niet en daarom wordt Tesla nu onderzocht. Deze aflevering hoor je wat dat betekent voor het aandeel. Kan dat zo'n nieuwe klap aan? En hoe kan topman Elon Musk dit nieuwe probleem zo snel mogelijk oplossen?Over Musk gesproken. Hij wilde samen met Mark Zuckerberg OpenAI kopen. Dat plan mislukte, maar de details liggen nu door een rechtszaak op straat. Hebben we het ook over een andere deal. Zuckerberg had namelijk wél zin om miljarden uit te geven aan Google. Wat hij voor dat geld terugkrijgt (en welk bedrijf nu het meest aan die deal heeft) hoor je in deze aflevering.Wat we verder bespreken: De langverwachte speech van Fed-baas Jerome Powell op Jackson Hole De topman van Nvidia geeft koopadvies. Koop aandelen TSMC Ondertussen zijn er problemen voor Nvidia in China AkzoNobel heeft weer een activist aan boord: worden ze weer overnameprooi? En over Nederlandse aandelen gesproken: start Aegon een vertrekgolf onder AEX-bedrijven? See omnystudio.com/listener for privacy information.

What is going on at Meta AI story number 77. A deeper look at that new chip that Google unveiled with the Pixel phones yesterday and what that could suggest for Google's hardware strategy. And an interesting startup that is making AI smartglasses happen now. Links: Meta Freezes AI Hiring After Blockbuster Spending Spree (WSJ) Suddenly, Silicon Valley Is Lowering AI Expectations (NYMag) Google did more than just switch to TSMC for Tensor G5 — This is what's new (9to5Google) DeepSeek Touts Model That Outdoes Flagship in Agentic AI Step (Bloomberg) Sony is raising PS5 prices, starting tomorrow (The Verge) Harvard dropouts to launch ‘always on' AI smart glasses that listen and record every conversation (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Flush de la semana con lo mejor en noticias que se dieron en la semanadéjame tu comentario Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialCualquier cosa o situación contactar a Diego Walker:diegowalkercontacto@gmail.comFecha Del Video[21-08-2025]#flush #donaldtrump #intel #segate#asus #asusrog #5090 #rtx5090

Packet Protector goes global for today’s security news roundup. Microsoft discontinues a program in which engineers in China supported the US Department of Defense’s cloud infrastructure (with the help of US ‘digital escorts’), Taiwanese chipmaker TSMC fires several employees over allegations of attempted theft of sensitive tech, an Arizona woman gets 8 years in prison... Read more »

Packet Protector goes global for today’s security news roundup. Microsoft discontinues a program in which engineers in China supported the US Department of Defense’s cloud infrastructure (with the help of US ‘digital escorts’), Taiwanese chipmaker TSMC fires several employees over allegations of attempted theft of sensitive tech, an Arizona woman gets 8 years in prison... Read more »

GPT-5: Overdue, overhyped and underwhelming. And that's not the worst of it. Guy Gives Himself 19th Century Psychiatric Illness After Consulting With ChatGPT Disney Scraps Deepfake Dwayne Johnson After Lawyers Panic About The Public Domain Perplexity gives Apple new reason not to acquire the AI company Trump's Threat to Hit Chips With 100% Tariffs Raises Big Questions Apple chipmaker TSMC says it too is exempt from US tariffs - 9to5Mac Oracle 21 Better Faster Cheaper Apple is reportedly working with Samsung to build iPhone image sensors in Texas Apple's bid to close the AI gap could be hampered by AI brain drain Didn't Take Long To Reveal The UK's Online Safety Act Is Exactly The Privacy-Crushing Failure Everyone Warned About Amazon Cuts 100 Wondery Jobs Amid Podcast Strategy Shift Nuclear reactor on the moon is actually kind of doable? Hubble Network plans massive satellite upgrade to create global Bluetooth layer San Francisco metro area's unemployment hits highest level since 2024 Tesla withheld data, lied, and misdirected police and plaintiffs to avoid blame in Autopilot crash Dial-up Internet to be discontinued Host: Leo Laporte Guests: Owen Thomas, Doc Rock, and Wesley Faulkner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit oracle.com/twit expressvpn.com/twit NetSuite.com/TWIT shopify.com/twit

GPT-5: Overdue, overhyped and underwhelming. And that's not the worst of it. Guy Gives Himself 19th Century Psychiatric Illness After Consulting With ChatGPT Disney Scraps Deepfake Dwayne Johnson After Lawyers Panic About The Public Domain Perplexity gives Apple new reason not to acquire the AI company Trump's Threat to Hit Chips With 100% Tariffs Raises Big Questions Apple chipmaker TSMC says it too is exempt from US tariffs - 9to5Mac Oracle 21 Better Faster Cheaper Apple is reportedly working with Samsung to build iPhone image sensors in Texas Apple's bid to close the AI gap could be hampered by AI brain drain Didn't Take Long To Reveal The UK's Online Safety Act Is Exactly The Privacy-Crushing Failure Everyone Warned About Amazon Cuts 100 Wondery Jobs Amid Podcast Strategy Shift Nuclear reactor on the moon is actually kind of doable? Hubble Network plans massive satellite upgrade to create global Bluetooth layer San Francisco metro area's unemployment hits highest level since 2024 Tesla withheld data, lied, and misdirected police and plaintiffs to avoid blame in Autopilot crash Dial-up Internet to be discontinued Host: Leo Laporte Guests: Owen Thomas, Doc Rock, and Wesley Faulkner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit oracle.com/twit expressvpn.com/twit NetSuite.com/TWIT shopify.com/twit

GPT-5: Overdue, overhyped and underwhelming. And that's not the worst of it. Guy Gives Himself 19th Century Psychiatric Illness After Consulting With ChatGPT Disney Scraps Deepfake Dwayne Johnson After Lawyers Panic About The Public Domain Perplexity gives Apple new reason not to acquire the AI company Trump's Threat to Hit Chips With 100% Tariffs Raises Big Questions Apple chipmaker TSMC says it too is exempt from US tariffs - 9to5Mac Oracle 21 Better Faster Cheaper Apple is reportedly working with Samsung to build iPhone image sensors in Texas Apple's bid to close the AI gap could be hampered by AI brain drain Didn't Take Long To Reveal The UK's Online Safety Act Is Exactly The Privacy-Crushing Failure Everyone Warned About Amazon Cuts 100 Wondery Jobs Amid Podcast Strategy Shift Nuclear reactor on the moon is actually kind of doable? Hubble Network plans massive satellite upgrade to create global Bluetooth layer San Francisco metro area's unemployment hits highest level since 2024 Tesla withheld data, lied, and misdirected police and plaintiffs to avoid blame in Autopilot crash Dial-up Internet to be discontinued Host: Leo Laporte Guests: Owen Thomas, Doc Rock, and Wesley Faulkner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit oracle.com/twit expressvpn.com/twit NetSuite.com/TWIT shopify.com/twit

- TSMC Arizona Plants Leave it Exempt from 100% Chip/Semi Tariffs - IDC: Global Tablet Shipments Up in June-Q, But… - Japan Forcing iPhone Open to More Browser Engines - Second Round of __OS 26 Betas Out to Public Testers - Apple Maps Rolling Biking Directions Out to Hong Kong and Taiwan - Formula One Group Cites “F1: The Movie” in Billion-Dollar Earnings - Checking in on the Saint Paul cyberattack plus an upcoming tweak to the iPhone and iPad Wi-Fi picker on Checklist No. 435 - Find it today at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Plus: Linda Yaccarino, former CEO of X, lands at eMed Population Health. And NASA's acting administrator Sean Duffy directs the agency to support more private space stations. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: German chip maker Infineon Technologies lifts its guidance as semiconductor demand picks up. Three people are arrested over the suspected theft of TSMC's trade secrets. Ariana Aspuru hosts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

TSMC has fired employees for allegedly attempting to pilfer information on their 2nm tech. Figma could have raised more money in its IPO but chose not to. Creating entire video game worlds with just a text prompt. And exactly how big Patreon has grown in the creator economy. 00:32 TSMC Spygate 02:50 Cloudflare V. Perplexity 04:52 Figma Followup 07:35 Music AI 09:53 New Google Models 14:58 Patreon Numbers Links: TSMC says employees tried to steal trade secrets on iPhone 18 chip process (9to5Mac) Cloudflare says Perplexity's AI bots are ‘stealth crawling' blocked sites (The Verge) Figma's Pursuit of Long-Term Backers Kept IPO Price in Check (Bloomberg) Voice Startup ElevenLabs Launches AI Music Service (WSJ) Google's new AI model creates video game worlds in real time (The Verge) Google's Kaggle to host AI chess tournament to evaluate leading AI models' reasoning skills (Silicon Angle) Exclusive: Patreon crosses $10 billion creator payment milestone (Axios) Learn more about your ad choices. Visit megaphone.fm/adchoices