Semiconductor
32
MENTIONS
15
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12
PODCASTS
Search complete. 32 mentions across 15 episodes found for "Semiconductor".
Sep 14, 2026
Sean CheongHOST
Shares of SoftBank, one of the biggest investors in OpenAI, fell by about 10% in Japan.
Sean CheongHOST
And in Europe, it's the same story that Semiconductor and other AI-related stocks have fallen sharply in early trading.
Sean CheongHOST
They are in the red chip equipment giant ASML.
Sean CheongHOST
rate by more than 4%.
Daniel NenniHOST
Hello, my name is Daniel Nenny, founder of SemiWiki, the open forum for semiconductor professionals.
Daniel NenniHOST
Welcome to the Semiconductor Insiders podcast series.
Daniel NenniHOST
My guest today is Mark Wren, founder and CEO of Agentris.
Daniel NenniHOST
Mark has 26 years of EDA and AI R&D experience spanning IBM research and NVIDIA research, driving design automation innovations that power modern chip design.
Trevor SchulzeGUEST
To step back a little bit, you know, I've been leading AI based transformations for the benefit of the business for over a decade now.
Trevor SchulzeGUEST
I was very early on in Semiconductor where we were early movers in visual computing, natural language processing, machine learning and whatnot.
Trevor SchulzeGUEST
So I got like an early preview to this.
Trevor SchulzeGUEST
And one of the things I saw happening and why I made the moves I did over the last 10 years is because I realized data was going to be important.
speaker_0HOST
Joining us right now, Stephen Sopko, Semiconductor and Deep Tech Industry Analyst, Hyperframe Research.
speaker_0HOST
And we're taking a look here at Adobe ahead of the numbers.
speaker_0HOST
And there is a lot of optimism, at least for certain parts of the story, such as faster user growth.
Don OngHOST
So, Salah, for decades, the semiconductor industry focused heavily on transistor scaling.
Don OngHOST
Looking ahead, where do you think the next major sources of competitive advantages
Salah NasriGUEST
will emerge? A few areas stand out, and...
8 MINS LATER
Don OngHOST
And now with packaging, the value is now being redistributed a little bit, right? And we see now it moved towards integration, packaging, software, and platform.
Don OngHOST
So for this, data and software is becoming so important.
Don OngHOST
How do you see software reshaping semiconductor value chain over the next decade?
Salah NasriGUEST
Well, you know, again, we have to pick the elephant in the room, right? Agentic AI, you know, agentic AI is changing the world.
Salah NasriGUEST
Just recently, I've just started using Claude and it's mind blowing what it's done.
Daniel NenniHOST
[upbeat music] Hello, my name is Daniel Nenni, founder of SemiWiki, the open forum for semiconductor professionals.
Daniel NenniHOST
Welcome to the Semiconductor Insiders podcast series.
Daniel NenniHOST
My guest today is Dr. Germain Fenger, Senior Director of Product Management at Synopsys, where he leads Advanced Mask Solutions and Computational Lithography Technologies.
Daniel NenniHOST
With a background spanning semiconductor manufacturing, lithography research, engineering, and product leadership, Germain has held roles at IMEC, GlobalFoundries, Mentor Graphics, Siemens EDA, and Synopsys.
JayHOST
The space race and the Cold War are pouring all sorts of money into electronics, integrated circuits, semiconductors.
JayHOST
You have Fairchild Semiconductor.
JayHOST
You have Texas Instrument.
JayHOST
You have Motorola.
JayHOST
And these were becoming smaller, cheaper, and more reliable.
JayHOST
And the space race provided the perfect tailwind, which gave the industry real growth, which was also feeding plenty of speculation.
JayHOST
You had Fairchild Semiconductor, you had Texas Instruments, you had Motorola, which were among the companies that investors believed would lead the next great American industry, which is funny because all three of those companies were the wrong choice.
JayHOST
It ended up being Intel, but Texas Instruments and Motorola are still around.
JRHOST
The figures suggest surging demand for U.S. manufactured goods.
JRHOST
Says Breitbart.com. Howard Lutnick said, Semiconductor tariffs are being considered.
JRHOST
If you build in the United States, we'll give you tariff relief.
JRHOST
Well, of course.
Kristy AkullianGUEST
I think we've focused a little bit on dividends, so something like HDV, which is our iShares high dividend fund.
Kristy AkullianGUEST
We've actually seen that be pretty negatively correlated to something like the SOX, the Semiconductors Index.
Kristy AkullianGUEST
And I think it makes sense if you think about just being able to prioritize some of those near-term cash flows can be a really important counterbalance to some of the longer-term expectations that are embedded in that AI trade.
Kristy AkullianGUEST
So the more your portfolio and the more some of the indices look a little bit more concentrated in AI, the more we see an opportunity to offset some of that with different drivers, different sources of risk and return.
Brianne GardnerGUEST
But, um, I like them for different reasons, which I think is important.
Brianne GardnerGUEST
Micron makes memory, while Taiwan Semiconductors manufactures the advanced chip design by companies like Nvidia, AMD, Apple, right? Micron is more cyclical, AI memory play.
Brianne GardnerGUEST
Um, when memory demand and pricing are strong, there can be a lot more earnings upside, whereas Taiwan is the steadier, higher quality manufacturing platform and sits at the center of almost the entire advanced semiconductor ecosystem.
Brianne GardnerGUEST
So the trade-off with Taiwan Semiconductors is, is geopolitical risk, because much of its most advanced production is still concentrated in Taiwan.
Brianne GardnerGUEST
Micron has less geopolitical concentration, but much greater memory cycle risk.
Brianne GardnerGUEST
So again- I, again, we own both.
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