Results for "semiconductor supply chain"
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6 results
Episodes
StandardSummaries onlyState of the Industry: Semiconductor Insiders Discuss the Ambitions and Realities of the CHIPS Act
Moore's Lobby: Where engineers talk all about circuits· Mar 12, 2024
Industry heavyweights from Microchip, Menlo Micro, and Enduries International debate whether the CHIPS Act's $52B is enough, tackle packaging vulnerabilities, workforce shortages, and why legacy nodes matter as much as c…
StandardSummaries onlyDylan Patel - Inside the Trillion-Dollar AI Buildout
Invest Like the Best with Patrick O'Shaughnessy· Sep 30, 2025
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data c…
openaiinvesting- StandardSummaries only
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints
Invest Like the Best with Patrick O'Shaughnessy· Apr 23, 2026
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and dema…
anthropicinvesting 
StandardSummaries onlyPodcast EP333: A Look at the Broad, Worldwide Impact SEMI Has on the Semiconductor Industry with Ajit Manocha
SemiWiki.com· Ajit Manocha· Feb 27, 2026
Daniel is joined by Ajit Manocha, president and CEO of SEMI, the global industry association serving the semiconductor and electronics manufacturing and design supply chain. Throughout his career, Manocha has been a cham…
Intelligent Report9am Hour: Tech After the Sell-Off, OpenAI-Broadcom AI Chip Unveil, WTI Crude Falls Below $70 6/24/26
Squawk on the Street· Jun 24, 2026
CNBC Squawk on the Street covers tech volatility, OpenAI's new Broadcom chip, Micron earnings preview, oil price drops, GE Vernova's turbine demand, and SpaceX's record bond offering.
openaiinvesting
Intelligent Report20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Andrew Feldman· May 26, 2026
Cerebras CEO Andrew Feldman breaks down why AI infrastructure demand is outpacing supply, why memory shortages will last years, and how 800 millionaires were made on IPO day.
openaianthropicinvesting