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Spiritual IndiaNand Bhavan, Gokul – The Cradle of Lord Krishna’s ChildhoodNestled in the divine town of Gokul, Uttar Pradesh, Nand Bhavan stands as a timeless testimony to the childhood of Lord Krishna, the eighth avatar of Vishnu. Revered as the home of Nanda Baba and Yashoda Maiya, where Krishna spent his early years, Nand Bhavan is not merely a structure—it is a living, breathing symbol of love, devotion, and divine play (Leela). Pilgrims across India and the world travel to this sacred abode to connect with the enchanting days of Krishna's Bal Leela.📖 Historical and Mythological Background📅 Scriptural Age – Over 5248 Years OldAccording...2025-04-2202 min
Neden Filmimi Çekemiyorum?Karakterleriyle Sınırsız Bir Evren! | Aslı İnandıkBu Haftanın Konuğu: Aslı İnandık!Yeni kuşağın parlayan yıldızlarından Aslı İnandık, bu hafta bizimle! 🎭✨ Kendi hikayesini paylaşıyor; müzikle başlayan sanat yolculuğunda sosyal medya aracılığıyla nasıl keşfedildiğini, Ankara’dan İstanbul’a gelişini, sektöre girişini ve üretim süreçlerinde hissettiği derin mutluluğu anlatıyor.Hayatında sevdiği işi yapmanın getirdiği mutluluğu o kadar güçlü hissettiriyor ki, Zeynep Atakan ile işini tutkuyla yapan iki farklı kuşak kadın olarak harika bir sohbet gerçekleştiriyorlar.2025-03-0642 min
財報狗 - 掌握台股美股時事議題413.【台股美股提款機】科林研發季報解析：NAND 設備支出 25 年成長顯著，但對供給增加影響有限本集感謝【德國 Emma 床墊】贊助播出 還記得你上次換床墊是什麼時候嗎？雖然大部分人會使用保潔墊、床包、床罩，但長年下來，床墊還是會累積汗漬、髒污與塵蟎，影響睡眠品質與健康。而且床墊的支撐性在使用一段時間後也會減弱，翻身或坐在床墊上時如果出現塌陷或異音，就代表該是換床墊的時候了。 這次我換了德國 Emma 床墊，它在歐洲銷量第一，全球累計銷售超過 1000 萬件商品。Emma Hybrid 獨立筒床墊採用記憶棉結合獨立筒 5 層混合設計，不只支撐性佳、貼合頸椎與脊椎曲線，也具備專利開孔技術與高科技布料，提高透氣性，睡起來不會悶熱；此外，它的抗擾動性也很不錯，翻身不會影響到旁邊的人。 現在官網正在舉辦三八女王節活動，最低 55 折，再搭配財報狗粉絲專屬優惠碼【STMTDOG38】可享額外九折，還能分期付款，CP 值超高！心動的話，點擊下方連結或輸入折扣碼，下單入手專屬你的好睡眠。 ► 前往瞭解更多: https://links.emma-sleep.com.tw/podcastSTMTDOG38 ＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿ ￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ 受惠 NAND 客戶的製程升級，記憶體設備業務表先優於預期，本季科林研發的整體營運表現優於財測。展望下季，儘管看到客戶們正進行製程升級，但下游客戶們正共同控制 NAND 產能，預期整體產能仍維持緊縮。最後公司預估今年整體產業成長幅度約 5％，且 NAND 設備的成長幅度將優於其他設備，而受惠於自身 NAND 設備佔比高於同業，預期表現將優於同業平均。 ▍科林研發季報解析 04:17 受惠於 NAND 客戶的製程升級，使記憶體設備業務表先優於預期，本季科林研發的整體營運表現優於財測。 09:03 由於下游客戶們正共同控制 NAND 產能，故儘管看到客戶們正進行製程升級，預期整體產能仍維持緊縮。 11:15 公司預估今年整體產業成長幅度約 5％，且 NAND 設備的成長幅度將優於其他設備，而受惠於自身 NAND 設備佔比高於同業，預期表現將優於同業平均。 20:36 由於下游 NAND 客戶處於競爭結構，加上去年基期較低，所以僅管客戶正進行減產，仍積極升級製程，帶動 NAND 設備需求的成長力道上升。 31:40 短期而言，晶片業者的積極製程升級不會對 NAND 消費性市場產生負面影響，故維持今年年中 NAND 市況將落底，下半年減產效應浮現的觀點。 ▍從科林研發季報看相關產業鏈 36:42 預期未來三四年內，半導體設備業中記憶體設備的業者營運表現將優於邏輯設備業者，同時艾司摩爾的表現會落後於同業。 40:35 先進封裝佔比越高的設備業者將有更好的表現。 ＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿ ￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：business@statementdog.com Powered by Firstory Hosting2025-02-2644 min
The Six Five with Patrick Moorhead and Daniel NewmanExploring Micron G9 NAND – The World's Fastest NAND - Six Five PodcastOn this episode of the Six Five Podcast, host Daniel Newman is joined by Micron Technology's Russ Meyer, Senior Vice President of NAND Technology Development, for a conversation on the groundbreaking advancements in NAND technology. Micron, a leading name in memory and storage solutions, has recently unveiled a series of innovative products, including the world’s fastest data center SSD and the revolutionary G9 NAND technology, marking a significant leap in the storage industry. Their discussion covers: Micron's back-to-back announcements of cutting-edge products and their impact on the technology ecosystem. Insights into the Mi...2025-01-0616 min
財報狗 - 掌握台股美股時事議題400.【台股美股提款機】美光季報解析：2025 年 DRAM 業務續旺，NAND 業務先下後上當金曲歌后徐佳瑩發現在 Uber Eats 上（應該）都點得到，居然狂點一波！雖然點不到白馬和失落沙洲，但香水、辣椒或其他吃的用的都點得到～快上 Uber Eats 想要的都點點看⮕ https://fstry.pse.is/7jpjbv —— 以上為 KKBOX 與 Firstory Podcast 廣告 —— 本季美光的營收與毛利率符合預期，而受益於營業費用的控管效果，使 EPS 位於指引上緣。不過 NAND 受到消費性疲軟影響，表現不如預期。展望下一季，預期企業級 SSD 拉貨開始放緩，美光的營收指引明顯不如市場預期。 【美光季報解析】 00:31 小鄭看完本季美光財報後，哪些資訊與過去預期有落差。 01:30 本季美光的營收與毛利率符合預期，而受益於營業費用的控管效果，使 EPS 位於指引上緣。不過看到 NAND 業務則是受到消費性疲軟影響，表現不如預期。 05:09 展望下一季，由於預期企業級 SSD 拉貨開始放緩，美光的營收指引明顯不如市場預期。 15:34 儘管消費市場持續疲軟，但相關業者仍皆認為商用 PC 的換機潮將遞延至 2025 年出現，且整體消費性 ＆NAND 需求有望於明年中逐步回溫。 33:22 展望 2025 財年，美光不僅上調 DRAM 資本支出，且在下調 NAND 展望下，仍維持營收展望，暗示 DRAM 先進製程市場仍供不應求。 47:34 由於成熟製程 DRAM 競爭加劇，美光決定將相關業務產能逐步轉向先進製程。 【從美光季報解析看相關產業鍊】 58:32 展望 2025 年，由於 DRAM 業務持續強勁，預期三星、海力士、美光業務將持續擴張，但需開始關注 2026 年整體產業供需狀況。 1:02:02 利基 DRAM 廠商預期明年上半年業績將仍持續承壓，後續需關注美國對中國成熟製程禁令動向。 1:04:06 NAND 相關晶片製造業者大多出現產能控管動作，有助於加速產業供需平衡，整體營運可望於明年中逐步回溫。 1:06:12 記憶體模組廠營運可能於明年 Q2 逐步落底向上。 1:07:10 半導體設備廠 2025 年整體成長可能進一步削減至中個位數，其中艾司摩爾的成長幅度又低於整體平均。 Podcast 回饋表單：https://statementdog.cc/PMOa8 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14656 業務合作聯絡信箱：business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2024-12-251h 12
Basics of Sikhi PodcastSant Baba Nand Singh Ji Podcast | Gurmukh Series [PART 2]Step into part 2 of the profound life and teachings of Sant Baba Nand Singh Ji, a revered spiritual figure who embodied humility, devotion, and selfless service. This video dives deep into key moments, lessons, and stories from Baba Ji’s spiritual journey that continue to inspire seekers of truth. 🌸✨ What You'll Learn in This Video:- The characteristics of a true Sant, as described in Vichar Mala Granth.- Unveiling the Khat Sampatti (Six Inner Treasures) and their significance.- The establishment of Nanaksar's daily routine and maryada.- Humblin...2024-12-123h 21
財報狗 - 掌握台股美股時事議題387.【台股美股提款機】科林研發季報解析：NAND 設備業務 25 年將成長，但幅度估計有限中國的邏輯設備需求優於預期，使科林研發最新一季的營運表現整體優於財測，但來自中國的 DRAM 設備需求已顯著下降。 展望下一季，公司預期整體營運僅微幅成長，並認為來自中國的非常態高營收將逐步恢復正長。 【科林研發季報解析】 13:01 由於中國的邏輯設備需求優於預期，使科林研發最新一季的營運表現整體優於財測，但來自中國的 DRAM 設備需求已顯著下降。 18:41 本季 NAND 的設備需求受到終端市場持續疲軟影響，目前仍然低迷。 21:41 展望下一季，公司預期整體營運僅微幅成長，並認為來自中國的非常態高營收將逐步恢復正長。 27:17 公司認為明年 NAND 設備將受惠於客戶的製程升級，預期會出現不錯的成長。 36:08 科林研發明年的展望較同業艾司摩爾樂觀，並未出現顯著下調。 【從科林研發季報看相關產業鍊】 45:47 儘管半導體設備同業明年仍會成長，但由於各領域皆出現下調，整體力道將降溫。 51:23 由於消費性的產出消減，加上終端需求有機會回溫，NAND 製造業者、模組廠的營運可望在明年中回溫。 Podcast 回饋表單：https://statementdog.cc/PMOa8 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14593 業務合作聯絡信箱：business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2024-11-0656 min
財報狗 - 掌握台股美股時事議題386.【台股美股提款機】威騰 WDC 季報解析：25 年供給釋放有限，有利 HDD 與 NAND 業務穩定成長本集感謝【SWAG】贊助播出 參考連結：https://swag.run/swagdog 還在尋找特別的投資機會嗎？那為何不投資快樂呢！與全台最敢玩的創作者零距離互動，消費多少，快樂就有多少！隨時下達指令，獲得即時回饋，享受從未有的刺激體驗。 1. 觀看直播時，可付費對直播中的創作者下達指令 2. 單片解鎖制度，喜歡影片才花費觀看，不需訂閱 3. 可以私訊創作者真人一對一聊天，還能約會見面交友 4. 新用戶可以領取免費直播暢遊券， 5. 新用戶綁定手機並輸入優惠碼：SWAGDOG11，再拿限量 5,000 鑽石 財報狗專屬優惠：https://swag.run/swagdog 新用戶綁定手機並輸入優惠碼：SWAGDOG11，再拿限量 5,000 鑽石 ＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿ ￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ 由於雲端業務帶動公司 HDD 與企業級 SSD（NAND）的需求，並部分抵銷 NAND 旺季不旺的負面影響，使威騰 24Q3（會計 25Q1 季度）的營運表現優於財測。展望下一季，在雲端業者對儲存組件庫存仍低下，威騰預期營運將延續上季態勢，但由於公司對於後續資本支出保守，預期 2025 年 HDD 業務雖然穩健成長但幅度將受限。而由於同業資本支出皆保守，預期有利於 NAND 業務在 2025 年逐步攀升。 【威騰季報解析】 02:47 雲端帶動公司 HDD 與企業級 SSD（NAND）的需求抵銷 NAND 旺季不旺負面影響，使威騰 24Q3（會計 25Q1 季度）營運表現優於財測。 11:28 下一季雲端業者對儲存組件庫存仍低下，威騰預期營運將延續上季態勢。 19:50 同業資本支出皆保守，預期有利於 NAND 業務在 2025 年逐步攀升。 【從威騰季報解析看相關產業鍊】 28:20 HDD 下半年供不應求，希捷（STX）與威騰將為主要受惠者，下半年出貨量、報價、利潤率都皆能較上半年近一步成長，但同樣成長幅度可能受限於產能。 31:18 NAND 晶片製造業者 2024 下半年~ 2025 上半年營運將穩定回升。 35:29 半導體設備業者 2025 年營運持續成長，動能將仰賴邏輯與 DRAM 先進製程。 【回覆聽眾 QA】 40:03 是否能講講博通（AVGO）的財報解析？ 42:30 想問財報狗怎麼看記憶體價格倒掛現象已久（現貨價一直跌，合約價上漲）？ 【QA】鄭昆宜能講講博通(AVGO)的財報解析嗎？它的半導體業務涵蓋範圍很廣，有消費用的，有工業及企業用的晶片，用來判斷整個半導體的循環及週期應該是很好的指標財報狗聽眾想問財報狗怎麼看記憶體價格倒掛現象已久（現貨價一直跌，合約價上漲），最近記憶體股市大暴跌結果晶圓廠跌的比模組廠價格還多），另外記憶體最大模組廠好像沒有上市，要從哪方面觀察模組廠的庫存呢？謝謝softbugbug謝謝小鄭和威宇用心準備的節目，提供有趣的思考方向與產業動態。 曾經，對岸共事的工程師說覺得他們那邊的年輕人很浮躁；聽起來像是認為自己很厲害，迫不及待表現自己的小屁孩，無視他人感受的在彰顯自身的存在。近年來，感覺台灣也有這樣的氛圍。希望網路上無禮的言論不會影響到大家對工作與生活的熱情。 Podcast 回饋表單：https://statementdog.cc/PMOa8 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14585 業務合作聯絡信箱：business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2024-11-0448 min
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)The CIA’s CTO Nand Mulchandani on AI, National Security, and Silicon Valley’s Role in the Future of Tech904: As technical surveillance, AI, and advanced technologies become increasingly ubiquitous, the CIA, as a human intelligence organization, must be equipped to address these challenges. Through public and private collaborations, the agency is integrating critical technologies essential for national security. In this episode of Technovation, host Peter High welcomes Nand Mulchandani, the first-ever Chief Technology Officer at the CIA. Nand discusses his role working closely with Director William Burns to oversee the CIA’s technological advancements. Drawing on his Silicon Valley experience, Nand shares how the agency fosters innovation, builds relationships with tech companies, and adapts to the evolving challenges of...2024-09-0545 min
財報狗 - 掌握台股美股時事議題364.【台股美股提款機】科林研發季報解析：NAND 設備需求復甦緩慢，加速靜待 2025 年本集感謝【澳佳寶 四倍金粹濃縮魚油 x 優顧醇】贊助播出 專屬連結：https://reurl.cc/nvnDOD 魚油中的 EPA 幫助新陳代謝、DHA 可以幫助思緒靈活。澳佳寶的魚油產品通過 30 項以上國際標準檢驗，是營養師推薦，符合挑選新指標「黃金三角」的全方位好魚油。 澳佳寶優顧醇主要成分是植物固醇脂，科學實證打擊頑固負擔。不含紅麴，沒有副作用也不會與藥物交互作用，食用更安心。 澳佳寶 2024 年度新品四倍魚油 + 優顧醇：健康雙打不漏接，顧循環、護代謝。8/21-22 四倍魚油二入組原價 4198，二日新客體驗價 3088，限時下殺 74 折。全通路最低價！下單再贈 100 mo 幣即日起到 8/31 優顧醇買二送一組合，原價 5697，特價 3199，限時下殺 56 折，8/21 下單再贈 100 mo 幣澳佳寶 x momo 全館活動，即日起至 8 月底： 滿 2000 贈 Biore 舒涼高防曬乳 SPF48 滿 3000 贈 澳佳寶維生素 D3 滿 5000 贈 史奴比大容量保溫袋 財報狗專屬連結：https://reurl.cc/nvnDOD #澳佳寶四倍金粹濃縮魚油 #澳佳寶優顧醇 #澳佳寶新品上市 本季科林研發（LRCX）的營運表現稍微擊敗財測，中國地區的衰退幅度小於預期。展望下一季，由於中國地區的 DRAM 設備拉貨動能下滑，公司預期整體營運表現將小幅衰退至持平。 【科林研發季報解析】 05:20 中國地區的衰退幅度小於原先預期，本季營運表現稍微擊敗財測。 07:53 儘管來自中國的 DRAM 設備需求衰退，但成熟邏輯製程設備的需求回升抵消了整體衰退幅度。 12:53 由於消費性電子市場需求持續疲軟，NAND Flash 設備業務出現季衰退，終止連續三個月回升的趨勢，顯示客戶的拉貨再度轉為保守。 22:37 展望下一季度，由於中國地區的 DRAM 設備拉貨動能下滑，公司預期整體營運表現將小幅衰退至持平。 33:19 NAND Flash 設備業務將進入短期衰退，明年的成長動能將來自於 NAND Flash 業者受到 AI 需求帶動的技術升級，而非擴廠。 【從科林研發季報看相關產業鏈】 47:27 小鄭聊對利基記憶體市場的看法。 55:46 由於供給端持續緊縮，預期 NAND Flash 業者的營運至明年上半年都將維持穩定回升趨勢。 Podcast 回饋表單：https://statementdog.cc/PMOa8 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14427 業務合作聯絡信箱：business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2024-08-211h 01
Strategic Advisor BoardEpisode 823 "Successful Minds": Exploring Culinary Fusion with Chef Nand Kishor Yadav: From Fine Dining to Street Food ExcellenceIn this episode of Successful Minds, we sit down with the talented and versatile Chef Nand Kishor Yadav. Join us as Nand shares his incredible journey from working in 5-star hotels in India and aboard the Carnival Cruise, to running a bustling pub near Heathrow and creating the Indo-Brit culinary fusion venture, Ninaya Catering. Discover the influences of Gordon Ramsay, the intricacies of blending traditional and innovative flavors, and the secrets behind his hit Indian street food stall at the Chelsea Flower Show. Nand also offers invaluable advice for aspiring chefs and reveals his future culinary plans at The...2024-07-1938 min
科技咖【DIGITIMES每日新聞】NAND供不應求下半年顯現？ 三星客戶包下V8-NAND 2025產能 / 蔣尚義談與鴻海共創雙贏 訊芯部署SiP、CPO雙軌並進今日科技產業新聞要點：1. NAND供不應求下半年顯現？ 三星客戶包下V8-NAND 2025產能2. 蔣尚義談與鴻海共創雙贏 訊芯部署SiP、CPO雙軌並進3. 成本考量至上 聯發科天璣平台切入三星有譜？4. IC通路3Q伺服器帶動 車用、工控存隱憂5. 美光看好HBM出貨年成長逾5成 FY25創造數十億美元營收6. 蘋果起帶頭作用 OLED平板面板出貨大增7. TV應用2Q回補動能強 大尺寸DDI下半年有反轉風險8. 裕日車：Ariya純電休旅2H24登場 東風日產銷售優於20239. 醫療AI難一體適用 兩面向跨國合作機會大10. 鴻海印度廠爆歧視 人力招聘外包防不慎防11. MWC上海觀察：行動AI引爆流量 增速超過摩爾定律12. 擊潰反「NVLink」聯盟 NVIDIA祭三絕招13. Hyper-NA EUV 2030年登場 晶圓代工布局添變數14. 美日韓齊聚宣示 強化半導體、AI及綠能合作 IC之音旗艦音頻課程《黃社長的產業戰略筆記》—全面建構你的產業識讀力帶你理解產業脈絡，洞察產業變化，一次備足理解科技世界所需的知識與能力。資深分析師、台灣唯一專業產業媒體創辦人黃欽勇社長，親自錄音授課，全面建構你的產業識讀力。✨這是每一位工作者必備的職場關鍵技能！【限時預購🛒低於6折早鳥享最優惠】🔎 掌握先機，立刻搶課＞https://college.ic975.com/course/IP01001 收聽《DIGITIMES每日新聞》：https://pse.is/4fjhvz更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 service@ic975.comPodcast廣告合作請洽 sharon.wang@ic975.com03-5163975分機208 王小姐2024-07-0109 minDIGITIMES每日新聞NAND供不應求下半年顯現？ 三星客戶包下V8-NAND 2025產能 / 蔣尚義談與鴻海共創雙贏 訊芯部署SiP、CPO雙軌並進今日科技產業新聞要點：1. NAND供不應求下半年顯現？ 三星客戶包下V8-NAND 2025產能2. 蔣尚義談與鴻海共創雙贏 訊芯部署SiP、CPO雙軌並進3. 成本考量至上 聯發科天璣平台切入三星有譜？4. IC通路3Q伺服器帶動 車用、工控存隱憂5. 美光看好HBM出貨年成長逾5成 FY25創造數十億美元營收6. 蘋果起帶頭作用 OLED平板面板出貨大增7. TV應用2Q回補動能強 大尺寸DDI下半年有反轉風險8. 裕日車：Ariya純電休旅2H24登場 東風日產銷售優於20239. 醫療AI難一體適用 兩面向跨國合作機會大10. 鴻海印度廠爆歧視 人力招聘外包防不慎防11. MWC上海觀察：行動AI引爆流量 增速超過摩爾定律12. 擊潰反「NVLink」聯盟 NVIDIA祭三絕招13. Hyper-NA EUV 2030年登場 晶圓代工布局添變數14. 美日韓齊聚宣示 強化半導體、AI及綠能合作 IC之音旗艦音頻課程《黃社長的產業戰略筆記》—全面建構你的產業識讀力帶你理解產業脈絡，洞察產業變化，一次備足理解科技世界所需的知識與能力。資深分析師、台灣唯一專業產業媒體創辦人黃欽勇社長，親自錄音授課，全面建構你的產業識讀力。✨這是每一位工作者必備的職場關鍵技能！【限時預購🛒低於6折早鳥享最優惠】🔎 掌握先機，立刻搶課＞https://college.ic975.com/course/IP01001 收聽《DIGITIMES每日新聞》：https://pse.is/4fjhvz更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 service@ic975.comPodcast廣告合作請洽 sharon.wang@ic975.com03-5163975分機208 王小姐2024-07-0109 min
財報狗 - 掌握台股美股時事議題334.【台股美股提款機】科林研發季報解析：AI 推理將加速 SSD 採用，預期 2025 年 NAND 設備業務顯著成長本季科林研發（LRCX）營運表現略優於財測；展望下半年，中國需求將持續衰減，但由於 HBM 與 DDR5 相關 DRAM 設備需求強勁，足以抵銷負面影響。展望 2025 年，公司預期在記憶體設備需求回升，加上整體半導體市場復甦的帶動，整體半導體設備產業將會出現大幅成長。 【LRCX 季報解析】 01:03 LRCX 本季營運表現略優於財測，且明顯優於同業 ASML、KLA 。 04:25 來自中國的營收季增 6%，主要需求來自於中國本土邏輯晶圓代工業者，而 DRAM 設備則出現 23% 的季衰退，且預期後續需求仍會持續衰減。 13:17 NAND Flash 設備業務仍穩定回升，季成長來到 28%，且自去年第二季的谷底至今回升六成。 16:00 公司認為下一季營收持平，而 EPS 則微幅衰退，預期與中國地區不限於 DRAM 設備的廣泛設備收入將衰退有關。 22:53 HBM 與 DDR5 的相關 DRAM 設備需求強勁，足以抵銷掉中國的 DRAM 設備需求下滑。 24:33 公司表示已看到客戶的 NAND Flash 產能利用率回溫。 【從 LRCX 季報看相關產業鏈】 31:26 除了 ASML 今年的營運表現將落後同業，其他業者將會出現明顯成長。2025～2026 年預期整體半導體設備產業將會出現大幅成長。 35:45 台灣上游半導體設備協力廠如京鼎、翔名、帆宣、家登，預期業績將隨客戶設備廠同步回溫。 37:16 NAND Flash 的加速復甦，將帶動 WDC、KIOXIA、三星、海力士的營運表現。 Podcast 回饋表單：https://statementdog.cc/PMOa8 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14287 業務合作聯絡信箱：business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2024-05-0842 min
財報狗 - 掌握台股美股時事議題317.【台股美股提款機】慧榮季報解析：NAND 製造商擴大委外採購組件，公司 24 年獲利將顯著回溫「孩子別怕，我們陪著你長大！」在社會角落，仍有許多發展遲緩兒童，未能及時接受療育服務。伊甸基金會公益大使李洋、林郁婷，邀您響應「弱勢兒童服務計畫」，一起看見他們的需要，用勇氣抱抱給慢飛天使長大力量！ https://fstry.pse.is/7ewqbm —— 以上為 Firstory Podcast 廣告 —— 手機與 PC 零售兩大消費性市場庫存回補、 NAND Flash controller IC 報價上漲、下游客戶擴大採購等因素，慧榮上季營運擊敗財測。公司認為後續 NAND Flash 供需可能出現短缺，至 2025 年才會供需平衡，預期下游 NAND Flash 業者，以及相關 NAND Flash controller 同業的營運將逐步復甦。 【慧榮季報解析】 04:20 手機與 PC 零售兩大消費性市場庫存回補，慧榮上季營運擊敗財測。 11:30 慧榮預計 24Q1 為全年營運低點，後續將受惠於下游客戶營運好轉，預期 NAND Flash controller 的報價回升，全年營運成長將顯著高於 PC、手機市場復甦幅度。 17:15 除了報價回升因素，公司自身將推出新的產品線如 PCIe5，也有助於整體產品報價回升。 21:26 下游客戶擴大 controller 向外採購，慧榮、群聯等 NAND Flash controller 業者受惠。 【從慧榮季報觀察相關產業鏈】 36:00 NAND Flash 價格提升有助於 NAND Flash controller 業者如慧榮、群聯、點序皆受惠；但下游客戶擴大 controller 向外採購的行動僅有慧榮、群聯等領先業者才能受惠。 39:06 後續 NAND Flash 供需可能出現短缺，2025 年才會供需平衡，下游 NAND Flash 業者營運也將逐漸好轉。 46:24 半導體其他產業鏈概覽：記憶體、邏輯先進製程、邏輯成熟製程、車用。 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14208 業務合作聯絡信箱：business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2024-03-1149 min
NatSec MattersTech at the CIA: Nand MulchandaniAndy talks with the CIA's first-ever Chief Technology Officer, Nand Mulchandani, who was named to the job by Director William Burns in April 2022. With Nand's roots in Silicon Valley, Andy discusses what he brings to the job and new opportunities for growth and investment.2024-03-0639 min
The Sikh CastGhazal Fifty-five, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand LalIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2024-02-2853 min
財報狗 - 掌握台股美股時事議題307.【台股美股提款機】WDC 季報解析：HDD 和 NAND 雙動能，24 上半年營運淡季不淡威騰（WDC）最新一季的營運明顯優於財測。展望下一季，公司認為無論是 HDD 或是 NAND Flash 業務皆會持續成長，同時也樂觀看待後續伺服器與雲端市場需求。整體而言，預期記憶體業者表現將持續成長，相關 NAND Controller 業者的營運表現也將回升。 【WDC 季報解析】 00:42 WDC 最新一季的營運明顯優於財測，但由於受到 NAND Flash 業務影響，所以儘管同業 STX 已經轉虧為盈，仍然持續虧損。 03:02 展望下一季，公司同樣認為淡季不淡，無論是 HDD 或是 NAND Flash 業務皆會持續成長。 04:54 公司表示上一季受益於中國大型 CSP 業者的庫存回補，同時也樂觀看待後續伺服器與雲端市場需求。 07:50 NAND Flash 受益於供給受到控制，預期儘管下一季價格的上漲足以抵銷淡季的銷量下降影響。 【從 WDC 看相關產業鏈】 15:14 預期記憶體業者表現將持續成長，而其中三星、海力士由於有供需結構優於 NAND Flash 的 DRAM 業務，所以表現又將優於純 NAND Flash 業者鎧俠。 18:25 受惠於 NAND Flash 將逐季成長，NAND Controller 業者的營運表現也將持續回升。 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14155 業務合作聯絡信箱：business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2024-02-1200 min
財報狗 - 掌握台股美股時事議題284.【台股美股提款機】慧榮季報：NAND 控制器 IC 明年下半年營收、毛利率將雙揚慧榮（SIMO）最新一季明顯復甦，由於下游 NAND Flash 報價持續上升，預期明年記憶體業者營運將會率先復甦，上游 NAND Flash controller 業者如 SIMO、群聯、點旭的將在 2024 下半年加速復甦。 2024 財報狗產業前緣論壇： 低軌衛星 X 光通訊 X 先進封裝 三大主題 由財報狗 Jeff & 小鄭 & Sky 與六大產學專家的對話，帶你了解產業前緣 🚀 ⏰ 時間：2023/12/24 (日) 上午 10:00 - 16:00 🏢 地點：集思台大會議中心 B1 國際會議廳 👉 活動傳送門：https://statementdog.cc/forum ✨ 2024 財報狗產業前緣論壇領航人訪談集數：EP246 、EP256、EP271 #財報狗 #2024財報狗產業前緣論壇 【SIMO 季報解析】 01:25 SIMO 23Q3 營運出現明顯復甦，營收季成長 23%。 03:28 除了 PC、手機下游庫存都降至正常水位，並受到旺季庫存回補的助益外，SIMO 與手機高度相關的 UFS/eMMC controller 業務反彈季成長幅度超過一倍，也帶動整體業績復甦。 05:32 展望下一季，營收預估還會較上季成長 13%，且毛利率、營業利益率都還會繼續成長，再次驗證手機的去庫存結束。 【記憶體族群營運將快速復甦】 07:18 預估明年 SIMO 等記憶體族群的營運仍會持續成長。 14:31 本次循環 NAND Flash 價格快速下跌，導致上游的 controller 業者 SIMO 營運受到影響，但在供給仍受到限制且報價持續回升下， 預期 SIMO 的營運將隨下游記憶體業者回溫。 32:56 NAND Flash 市場趨於壟斷，加上整體行業對未來復甦充滿不確定性，對於產量供給仍抱持謹慎，預期明年 NAND Flash 報價將持續上漲。 【從 SIMO 季報看相關產業鍊】 34:24 SIMO 同業如群聯、點序等同樣受惠於旺季需求，以及下游記憶體客戶營運好轉，營運將在明年下半年加速回升。 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14021 業務合作聯絡信箱：business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2023-11-2239 min
T24 PodcastEkşın // Aslı İnandık: Sektörün pembe taraflarını görüyoruz; verilen savaşları, ödenen bedelleri görmüyoruzBaşrolünü Aslı İnandık'ın oynadığı ve senaryosunu Semih Gülen'le birlikte yazdığı "Deneme Çekimi" dizisi BluTV'de yayında. "Deneme Çekimi" dizisiyle yeniden izleyiciyle buluşan İnandık, T24'te Muammer Brav'la Ekşın'ın konuğu oldu. İnandık, yönetmenliğini Kerem Ayan'ın üstlendiği ve Nisan ayında vizyona giren Oregon filminin festival serüvenini, izleyici tepkilerini, Mayıs 2023'te çekimleri biten "Deneme Çekimi" dizisinin çıkış noktasını ve sektöre dair deneyimlerini anlattı.
17 Kasım 2023 yayını2023-11-2123 min
Building the BaseNand Mulchandani, Chief Technology Officer at the CIAIn this podcast episode, Nand, a former founder and now a representative of the intelligence community, shares valuable insights on the intersection of the private and public sectors in the realm of national security. He emphasizes the need for better communication between startups and intelligence agencies, highlighting the challenge of understanding the specific needs of the intelligence community due to its inherently secretive nature. Nand calls for increased transparency, expressing the intention to broadcast the agency's needs more effectively. He also addresses the integration problem faced by the defense industry, stressing the importance of modular software and systems that...2023-08-1630 min
財報狗 - 掌握台股美股時事議題253.【台股美股提款機】WDC 季報解析：NAND 谷底已過威騰 NAND 業務在消費市場逐步復甦的狀況下，整體表現優於預期，帶動 NAND 供應鏈下半年的營收表現可望回升。但 HDD 業務受到通用伺服器需求不振，預估衰退將加速擴大，恐要等到年底或明年初才能看到復甦跡象。 【招募資訊】 00:12 財報狗現正招募後端工程師。 【WDC 季報解析】 01:23 WDC Q1（會計 23Q3 季度）損益仍在衰退，但大致優於預期。 02:25 PC、遊戲機市場復甦，帶動公司主要業務 SSD 表現，使消費性業務表現優於預期；但伺服器方面由於雲客戶持續去庫存，加上受到 AI 伺服器排擠，表現劣於原先財測預期。 05:14 下一季 WDC 預期營運持平 【消費性市場業務：NAND 谷底已過】 06:41 PC 庫存已來到正常水平，下半年會回到旺季需求。 08:10 NAND 位元出貨量可能受惠於單位出貨量、容量需求的雙重成長，綜觀來看 NAND 谷底已過。 10:10 近期 MU、海力士、三星宣布要擴大減產，但需求已經開始回溫，預計下半年 NAND 供需會加速改善，價格壓力將會減輕。 【伺服器市場業務：HDD 業務衰退加速擴大】 13:04 雲端、伺服器業者持續下修支出展望，加上受到 AI 伺服器需求排擠，導致非伺服器關鍵零組件的 HDD 需求疲弱，預期待 AI 建置告一段落，年底或明年初才會逐步復甦。 【從 WDC 看相關產業鍊表現】 18:05 NAND 相關供應鏈像 NAND controller 的群聯、慧榮，以及記憶體封裝廠如南茂、力成皆可望受惠。 【Q&A】 29:56 RF 射頻相關組件由於去庫存時間較晚，預期需求要到 Q4 才會回升，但估值已在歷史相對低點，有均值回歸機會。長線成長力道弱，僅可作為景氣循環操作。 32:18 能源、原物料板塊大多為景氣循環股，而泛工業由於有非常多的次板塊，個別情況差異非常大，整體大概介於景氣循環跟公用事業之間。 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/13801 訂閱財報狗新聞: https://statementdog.substack.com/ Podcast 業務合作聯絡信箱: business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2023-08-1636 min
財報狗 - 掌握台股美股時事議題249.【台股美股提款機】LRCX 季報解析：DRAM、NAND 兩樣情LRCX 最新一季營收在中國成熟邏輯製程的強勁需求下高於預期，更因為 AI 帶動的 DRAM 強勁需求，以及確認部分設備仍可出口中國，所以調高下半年營運展望。 【LRCX 季報解析】 00:28 LRCX 最新一季營收 32.1 億美元，高於財測指導範圍中間數；non-gaap EPS 5.98，高於財測上緣。 00:54 儘管半導體設備的市場仍陷入衰退，但中國成熟設備需求高於預期。 02:50 公司不僅上調下季財測，更上調全球晶圓廠設備 WFE 產值。 07:58 AI 帶動 DDR5 與 HBM 等記憶體強勁需求，加上與美國商務部協商後，發覺部分設備仍可出口至中國，成為調高下半年營運表現主因。 【DRAM、NAND 復甦不同調】 08:54 比起 DRAM 逐漸復甦，NAND 與先進邏輯製程持續低迷，相關設備採購預估明年上半年才有可能回溫。 10:53 儘管傳出 WDC 與鎧俠的 NAND 部門可望合併，預期 NAND 供給更加集中，但考量到中國監管的不確定因素，目前保守看待。 【由 LRCX 看相關產業鏈上公司未來展望】 14:45 DRAM 相關族群下半年營運表現將優於於 NAND，如海力士、MU，以及台廠的南亞科、華邦電，營收將高於 WDC、鎧俠等 NAND 營收較高的族群。 16:48 半導體設備業中記憶體設備比重越高，後續營運表現將優於同業。 本集重點、提到的股票和相關連結： https://statementdog.com/blog/archives/13770 訂閱財報狗新聞: https://statementdog.substack.com/ Podcast 業務合作聯絡信箱: business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2023-08-0219 min
THIS THAT & THE OTHER RADIO SHOW WITH TROY PATRICK FARRELL05242023 TTTO EXCLUSIVE INTERVIEW WITH MIKE TRAMP GUITARIST "MARCUS NAND"THIS
THAT AND THE OTHER RADIO SHOW W/
TROY PATRICK FARRELL
www.DirtyRadio.FM Channel #DirtyRadioClassics
LIVE AIRDATE: 05/24/2023
WEDNESDAY
GUEST: MARCUS NAND
(GUITARIST OF MIKE TRAMP’S “SONGS OF WHITE LION” ALBUM/SPRING TOUR”)
NOTABLE
COMMENTS & TIME STAMPS:
00:00 – 05:30 SHOW INTRO,
TINA TURNER RIP, + WITH GUEST BACKGROUND
05:30 - 08:00 AUDIO
SAMPLE OF COMPARING WHITE LION’S “WAIT” GUITAR SOLO BY VITO BRATTA AND THE
RE-RECORD BY MARCUS NAND ON “SONGS OF WHITE LION”
10:45 MARCUS NAND JOINS THE SHOW
11:30 WE DISCUSS HOW THE T...2023-06-0344 min
財富履行團台股熱度榜EP15 |政策概念股漲多勿追 精選低基期標的續賺後520行情 | NAND吹起漲價風 記憶體族群有望迎春燕？| 漲幅榜》暑假旺季報到 4檔觀光飆股下週帶族群同漲？眾所期待的萬六行情終於來了，
本週在台積電連3天大漲下，
推升加權指數創下近11個月新高，
觀光、節能儲能、碳權等族群紛紛表態？
不過，大盤短線出現乖離過大的跡象，
投資人應留意短線獲利了結賣壓。
近期記憶體族群利多不斷，
先是有券商給予南亞科評價，
接著又有NAND晶片廠傳出漲價，
悶了一年多的記憶體族群，
是否有機會在520行情後接棒續漲？
觀眾朋友們是否贊同節目內容的觀點？
還有哪些股票是大家看好的？
歡迎一起參與節目的製作，並且在底下留言，
分析師就有機會在節目中討論！
#520行情 #萬六
#碳權 #軍工 #節能儲能
#記憶體 #Nand Flash #南亞科
#良維 #南光 #億光 #晶心科
#三福化 #南電 #大綜 #漢磊
#昇達科 #光罩 #美時
#佳凌 #光聖 #立積
#紅木 #上詮
#富邦特選高股息30 #康舒
🎤主持：#品樺
🎤來賓：分析師 #高閔漳
※每週五晚上七點首播
※節目內容僅供參考，投資人應獨立判斷，審慎評估並自負投資風險
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Hosting provided by SoundOn 2023-05-1926 min
Bant Mag.Beni Bu Şarkılar Mahvetti: Aslı İnandık24 Aralık 2022 akşamı Bant Mag. Havuz / Bina’da gerçekleşen Beni Bu Şarkılar Mahvetti buluşmasından Aslı İnandık - J. Hakan Dedeoğlu sohbeti.
Şu sıralar Kerem Ayan ve Ümit Ünal ortaklığı Oregon filmiyle gündemde olan İnandık, Sezen Aksu’dan Johnny Cash’e, onu mahvetmiş şarkıların hikâyelerini anlatıyor. Klasik müzik eğitimi, Ankara’yı çağrıştıran şarkılar, rol gereği dinlerken ağlaması gereken parçalar ve dahası da sohbete dâhil.
2023-04-0916 min
Bant Mag. RadyoBeni Bu Şarkılar Mahvetti: Aslı İnandık24 Aralık 2022 akşamı Bant Mag. Havuz / Bina’da gerçekleşen Beni Bu Şarkılar Mahvetti buluşmasından Aslı İnandık - J. Hakan Dedeoğlu sohbeti.
Şu sıralar Kerem Ayan ve Ümit Ünal ortaklığı Oregon filmiyle gündemde olan İnandık, Sezen Aksu’dan Johnny Cash’e, onu mahvetmiş şarkıların hikâyelerini anlatıyor. Klasik müzik eğitimi, Ankara’yı çağrıştıran şarkılar, rol gereği dinlerken ağlaması gereken parçalar ve dahası da sohbete dâhil.2023-04-0916 min
Underground SocietyHelping People Feel Better (Through Content Creation), with Nand - The Rave DadThis week I got the pleasure of talking to Nand Mahasuwan. You may have seen his famous Instagram and TikTok videos or even seen his podcast “I’m Peaking” alongside his 3 other co-hosts. Either way, he is an amazingly talented person.And today, he shares with us his journey into becoming a content creator / actor and the challenges he had to face going from wanting to go to medical school to wanting to grow a social media personality of the Ultimate Rave Dad! He says, at the end of the day all he really has ever wanted to do...2023-03-2057 min
財報狗 - 掌握台股美股時事議題191.【台股美股提款機】威騰大幅減產 NAND，需求可望於 23Q2 落底【HDD 業務落底回升；NAND 需求持續疲軟】 00:55 威騰電子最新一季營收較上季衰退 17%，但高於財測上緣，毛利率 17.4% 大幅減少 9.3 個百分點，低於財測下緣，且 Non GAAP EPS -0.42 元邁入虧損。 02:48 威騰的主要產品組合有 NAND、HDD 兩項業務。NAND 業務因 22Q4 為消費性市場旺季，營收呈現季成長；而 HDD 業務則因數據中心、伺服器市場 22Q3 需求減弱，成為本季毛利率下滑的主因。 09:07 下一季即將進入消費淡季，加上消費性市場持續疲軟，預期 NAND 位元出貨量將持續下滑。 13:26 HDD 業務與希捷觀點一致，表示部分客戶 HDD 出現庫存回補需求，同時也看好下半年伺服器客戶需求回溫，決定自本季開始停止減產、恢復產能利用率。 17:20 儘管回升 HDD 產能利用率，但由於 NAND 市場的疲軟，威騰宣布將大幅減產 NAND 30%，導致 HDD 產線重啟對成本結構好處將完全被 NAND 減產抵銷，甚至毛利率還會進一步下滑。 【威騰宣布大幅減產 NAND，需求可望於 23Q2 落底】 21:50 供給方面，隨著 23Q1 威騰 NAND 宣布大幅減產，所有 NAND 業者全加入減產行列，預期成果 23Q2 浮現，供給縮減幅度將於 23 下半年~24 上半年擴大。 26:28 手機儲存佔 NAND 需求比重高達 35%，參考海力士、聯發科、高通、Skyworks 的觀點，下游手機業者的記憶體庫存天數較為健康，且隨著中國解封，有機會使手機需求於 23Q2 落底。 【從威騰的季報展望，看台灣相關產業鏈上的受惠業者】 40:16 綜合以上，若 NAND 市場於 23Q2 走出谷底，將連帶使台股的記憶體模組業者群聯、威剛、宇瞻、十銓、創見、宜鼎同步受惠，唯近期股價有開始領先基本面翻漲的現象，某些業者的估值已接近歷史平均水平，投資人須審慎評估。 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/13301 訂閱財報狗新聞: https://statementdog.substack.com/ Podcast 業務合作聯絡信箱: business@statementdog.com 財報狗社群 財報狗智囊團 財報狗 Discord Powered by Firstory Hosting2023-02-1543 min
Şengül Hablemitoğlu ile Yas NotlarıŞengül Hablemitoğlu ile Yas Notları – Konuk: Aslı İnandıkAslı İnandık, İstanbul’da doğup lise ve üniversite eğitimlerini Ankara’da tamamlayan Ankaralı bir oyuncu. Tatlı, komik, içten ve çok yetenekli. DTCF Tiyatro ve Oyunculuk Bölümü mezunu. Ayrıca bir de müzik öğretmeni. Piyano ve çello dersleri veriyor. Tüm sosyal medya mecralarını aktif bir şekilde kullanıyor. Kısa paylaşımlarında doğaçlama müthiş tiplemeler yapıyor. Taklitleri, o taklitlerde yakaladığı insan hallerini öyle yaratıcı aktarıyor ki, bağımlılık yaratıyor. Hem televizyonda hem sinemada başarılı yapımlarda yer alıyor. 2019 yılında Soluk filmindeki rolü ile Altın Portakal’ da en i...2023-01-2555 min
T24 PodcastAslı İnandık: 2022 çok sert çekilen bir sifon ve gitmeyen o küçük şeyler gibiydiOyuncu Aslı İnandık, T24 Yazarı Heja Bozyel'in konuğu oldu. Bozyel ile hayata, yeni yıla dair keyifli bir sohbet gerçekleştiren İnandık, yönetmen koltuğunda Kerem Ayan'ın oturduğu ve Serkan Çayoğlu ile başrolünü paylaştığı Oregon filminin mart ayında vizyonda olacağını söyledi. Sosyal medyada komedi videolarıyla tanınan oyuncu Aslı İnandık, geride bıraktığımız 2022 yılının nasıl geçtiğine dair "Çok dalgalıydı. Çok güzel anlar da vardı içinde ama biraz düştüğüm zamanlar da oldu. Hayatın kendisi gibi aslında dalgalıydı ama genel ol...2023-01-0426 min
Das nächste große Ding | Neue Musik-Releases#32 Shitney Beers, nand, Audio88, Malta Mina und mehrIn dieser Folge von Das nächste große Ding hört ihr die besten neuen Releases der Woche vom 09. Dezember 2022. Kuratiert und präsentiert von Christian Erll.Shitney Beers macht sich mit Elena Steri zur Pop Queen. Audio88 geht’s nicht so. Und nand fragt sich, ob er gern ein Pornostar wäre.⚠️ ACHTUNG Fehlerkorrektur: Pop Queen ist NICHT der Opening Track von Shitney Beers “This is Pop” LP, sondern Track Nr. 4. Da war bei meiner Tracknummerierung was durcheinander geraten. Sorry!Alle Songs der Folge:Shitney Beers feat. Elena Steri – Pop QueenMalta Mina – Little FiresAudio88 – Gar nicht mal so gutAINIE...2022-12-0927 min
Discover your SecondAct PodcastNand Kishore Chaudhary on from Rugs to Riches & His SecondActDisclaimer: This is a very heart to heart podcast ! Its also mostly in Hindi, and as Nand Kishore Chaudhary says, when hearts connect, language is not a barrier.'The rugs to riches story', Nand Kishore chaudhary, often referred to as the ‘Gandhi of the Carpet Industry’, is a person with an enigmatic heart, full of empathy, love and spreading joy. He also happens to be the founder of Jaipur Rugs, as he very beautifully says: We are in the business of creating experiences, bonding families, beautifying homes and our carpets are free. NKC sir started his b...2022-10-2247 min
電子の森ラジオ電子の森ラジオ001 NANDオンリーCPUを作る第1回目の今日は、ちぇりーたくあんさんをゲストに迎えこんな話をしました。
「ゼロからのOS自作入門」を図書館に寄贈した話
ステッピングモーターの駆動音
電池の充電器とDCDCコンバータ
NANDオンリーCPU「NLP-16」の話
きっかけになった映画「エイリアン」
NANDのICが持つアナログの側面
読者からのお便りをお待ちしております。Discordサーバー「Uchan Central Square」にどしどし投稿してください。2022-10-1626 min
I'M PEAKINGNAND WITNESSED AN 8-PERSON ORGY AT EDC 2021?! | I'M PEAKING EP. 2In Episode 2 of I'M PEAKING, we discuss the Bass Canyon shooter, embarrassing rave stories, finessing drinks at festivals, pickpocketers, e-vision, e-sex, the 8-person orgy Nand and Devin witnessed at EDC 2021, and more!!
FOLLOW US ON SOCIAL MEDIA:
I'M PEAKING Podcast - YouTube - Instagram - TikTok
Devin Larscheid - YouTube - Instagram - TikTok - Facebook
Mickie Santos (aka Wonderli) - YouTube - Instagram - TikTok
Nand Mahasuwan - YouTube - Instagram - TikTok - Facebook
Brinda Arreygue (aka Wavybrin) - YouTube - Instagram - TikTok - F...2022-09-1254 min
PGurusIs China's YMTC making tall claims about its NAND memory technology? Is this why the US is acting?Smartphones are the main driver for smaller, faster and leaner chips. When China's YMTC claimed that it has the highest density NAND storage, alarm bells started ringing. Watch this important video about Flash Memory. #semiconductor #NAND #YMTC #Micron #wd
References: 1. https://blocksandfiles.com/2022/08/15/ymtc-china-bull-in-nand-foundry-shop-kioxia-western-digital-and-micron/2022-08-1711 min
Das nächste große Ding | Neue Musik-Releasesnand im Interview beim Appletree Garden FestvialHier hört ihr das DNGD-Interview mit nand, der mit "Wohlfühlen" 2020 einen Hit hatte, der gefühlt aus dem Nichts kam. Warum das für nand selbst anders war, erklärt er in diesem Interview. Außerdem spricht er mit Christian Erll darüber, was Architektur und Musik gemeinsam haben. Und warum er seine Texte bewusst einfach hält.Das fantastische Appletree Garden Festival kann zum ersten Mal seit 2019 wieder stattfinden. Christian Erll hat für seinen Podcast Das nächste große Ding ein paar neue Künstler*innen aus dem deutschsprachigen Raum für Euch getroffen und...2022-08-0515 min
NonCensored10: The Holiday Special, with guest Lisa Francesca NandNonCensored is a weekly round up of Harriet Langley-Swindon's very popular, very real daily radio show, completely non-Censored (but with all of the rubbish edited out).This week, while normal people go on holiday and comedians are getting their shows at the Edinburgh Fringe up and running, Harriet and producer Martin are setting an example to the country by continuing to work, and putting out this holiday special. They're joined by their Diversity Correspondent Eshaan Akbar, who asks Are Holidays Woke?, the Telegraph's Red Wall Correspondent Siobhan Connery to look ahead in the world of politics, and by...2022-08-0541 min
Das nächste große Ding | Neue Musik-Releases#13 Brockhoff, Donkey Kid, Black Sea Dahu, nand und mehrWie jede Woche hört ihr hier neue Musik-Releases aus dem deutschsprachigen Raum. Kuratiert und präsentiert von Christian Erll.Die Hamburger Musikerin Brockhoff war auf einer beschissenen Party und hat daraus einen Song gemacht, der ihre Debüt-EP betitelt. Der Berliner Indie-Pop-Jüngling Donkey Kid veröffentlicht seine EP "Distant Shouts". Und nand kommt im Informatiker-Outfit, hat aber trotzdem Architektur studiert. Das und mehr in dieser Folge von Das nächste große Ding.Cover: Brockhoff | Foto von Charlotte Krusche Alle Songs dieser Episode:Brockhoff – SharksDonkey Kid – Digging Holesnand – Lust auf DichSofie Royer – Baker Miller Pin...2022-06-2432 min
Makers of Our FutureSupply Chain Risk Management for Seal Programs With Quality Guru Nand PatelNandkishore Patel is Director of New Business and Product Development at Darcoid. In this key role, Nand builds on his extensive experience and depth of knowledge in the seal industry and focuses on bringing new-to-market products, capabilities, and materials to its customers as their technical sealing needs evolve. Before moving into his current role, Nand spent the first 17 years of his career at Darcoid building out, developing, and directing Darcoid’s industry, leading quality assurance operations. Nand earned his master’s in chemical engineering and polymer science at the University of Toledo. In this episode… In thi...2022-06-2232 min
日本x半導體x人生觀 ｜吉田的島外放生日記EP077 科技周報 - 2021年日本前十大半導體企業排名｜世界記憶媒介大廠威騰電子(WD)簡介 - HDD與NAND【企業研究：WD (US)】本集來講一下前些日子日媒幫忙整理出來的2021年日本半導體公司排名，與台灣半導體廠活絡的生態相比，日本半導體生態真的是有些窘困，但主要原因在於日本企業旗下已經沒有dram產業，而日本因為沒有活用晶圓代工領域與極致缺乏的IC設計業，以及時代不敗的封測產業，導致日本半導體大致上還是以IDM公司為主，而除了前三名大致上稱得上國際大型半導體公司以外，第四名開始規模就已經是低於年營收40億美元以下了。 從第四名開始大致上以電力電子、第三類半導體為主的電機公司佔據，也有LED大廠日亞化學。 不過今年有個很有趣的現象，那就是第二名與第三名逆轉了，想看看到底是誰逆轉，就鎖定本集內容吧！ 是說本集我原本想把它放在上一集ep75一起講的，不過礙於篇幅才被我剪輯成一集，因此將內容加上自己新東家：WD的介紹，想聊一下WD的通用介紹，講述一下旗下的產品線：HDD/NAND Flash 以及日本在WD體系的重要性和特色。 本集內容： (1) 閒聊區：WD日本的特色：美商與日商的文化混和，薪水比隔壁的KIOXIA高。 KIOXIA薪資福利解說網頁 https://tenshokupicks.jp/companies/kioxia/1921/ WD招募網頁 https://www.westerndigital.co.jp/recruit/university/job-descriptions/wdgk/guideline.html (2) 閒聊區：關於我節目的語速問題 - 建議大家開1.25倍速聽喔！ (3) WD簡介：旗下兩大產品線－(a) HDD (來自日本HGST技術) (b) NAND Flash (來自日本WD-KIOXIA技術) (4) 2021年日本前十大半導體企業排名 參考網站 https://www.semiconportal.com/archive/blog/insiders/hattori/220412-japansemiconductors.html - 節目IG開張了，歡迎追加。 https://www.instagram.com/yoshida.semicon/ 不過我更新通常都比節目還慢，大家盡量包含，因為還是以Podcast內容優先！ － 我的咖啡帳戶開啦！ 但真的不強制啦，而且日本咖啡比較貴，50元可能不夠(笑)。 請我喝咖啡吧！每杯咖啡都是支持我前進的動力！ https://pay.firstory.me/user/cklexune36ghi0892tw3ixo30 留言告訴我你對這一集的想法： https://open.firstory.me/story/ckz4b9sdti7v90868wxd8pzt7?m=comment Powered by Firstory Hosting2022-06-051h 04
The Big Travel Podcast136. Jennifer Nand; Liverpool, The Cavern and When John Lennon Spat on her NoseJennifer Nand was just a young teen when the Beatles were at the start of their meteoric rise. Piling into her friend Jenny’s hearse to go watch the bands in The Cavern and other places across the city, hitching lifts home through the Mersey tunnel, being accidentally spat on the nose by none other than John Lennon, watching the debut performances of some of the UK’s most brilliant acts, rebelling on the Mersey Ferry, controversially dating then marrying Lisa's Indian-Fijian Dad and much more. Lisa talks to her mum in a home-coming trip to Liverpool and The Wirr...2022-06-0245 min
The Sikh CastGhazal Fifty-Two, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal | The Sikh Cast | SikhRI
Introducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challenges while engaging with the...2022-05-311h 09
The Sikh CastGhazal Fifty-two, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand LalIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2022-05-311h 09
Meanderings and Musings with Mimi- The Podcast ExperimentEP 15 Talking with my guest Rima Nand: Soul Inspired Psychic Medium, Healer, Manifestation Life CoachSoul Inspired - Rima Nand Soul Inspired Psychic Medium, Healer, Manifestation Life Coach (soulinspiredco.com) On this episode I talk with my guest Rima Nand about her leap out of corporate life and into her own business as a manifestation life coach and a psychic medium and healer. We talk about what it means to be a psychic medium, how messages are timed and can change fluidly. The meaning of over the ages of psychic mediums. And what Rima offers her clients.You won't want to miss this episode! 2022-05-1324 min
The Conscious MarketerBusiness Decisions Using Life Force Energy With Nand HarjaniTeacher, author, founder of Creative Life Sciences, personal advisor, and friend - these are just some titles Nand Harjani carries on his belt of professional and personal experiences. Nand has created a huge impact as an energy master and expert-level intuitive, helping corporate leaders and people from all walks of life to uncover and use their ethereal realm to make better decisions and live their days to the fullest. These substantial 40 minutes will definitely change your perspective on how to channel your energy, develop your intuition, and open yourself up to the synchronicities of the...2022-03-2433 min
RuhestörungMit NandVon einsamen Momenten im Sonnenblumenfeld und unfreiwilligem Trompetenunterricht
Am einen Tag genehmigt man sich mit Freunden lebenslustig einen Aperol Spritz, am nächsten steht man mit dunklen Gedanken ganz alleine da. Diesem Spannungsfeld aus Leichtigkeit und Schwermut entspringen die Songs des Würzburger Musikers Ferdinand Kirch alias Nand. In dieser Ausgabe ist er zu Gast und spricht unter anderem über seine etwas erzwungene Liebe zur Trompete, Paulo Coelho und den schwierigen Umgang mit unerwartetem Erfolg.
Weitere Infos, News und mehr zu Nand gibt's zum Beispiel hier:
https://nand-music.de/
https://www.instagram.com/nan...2022-02-1140 min
財報狗 - 掌握台股美股時事議題93.【台股美股提款機】威騰電子 (WDC) 第 2 季 HDD 業務落底 NAND Flash 持續低迷硬碟與 NAND Flash 大廠威騰電子（WDC）在 1 月 27 日公布最新一季營運報告。今天我們要來檢視報告釋出的相關訊息，並和大家聊聊我們的觀點，同時帶你了解相關產業鏈公司的未來展望。 在疫情衝擊下，威騰電子的供應鏈深受挑戰，拖累公司的財測不盡理想，不過之後 HDD（傳統硬碟）、NAND Flash（快閃記憶體）表現極可能兩樣情，究竟孰好、孰壞？理由是什麼？ 今天的內容有提到許多上一集 Podcast 的內容，有興趣的人可以重溫科林研發最新一季財報解析。 聽眾若想參與討論我們的 Podcast ，可以上臉書搜尋「財報狗智囊團」，喜歡的話記得按下訂閱，並分享給親朋好友，我們會不定期在社團中分享我們的看法。 更多產業和公司消息，請上財報狗網站：https://statementdog.com/blog Powered by Firstory Hosting2022-02-0925 min
The Sikh CastGhazal Forty-Four, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal | The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2022-02-081h 04
The Sikh CastGhazal Forty-Four, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRI
Introducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challenges while engaging with the...2022-02-081h 04
Neuroscience of EverythingTrailer-Neuroscience of MusicEvery one of us has experienced the power of music. But what really happens in our brains when we listen to Music? Can we harness the power of music to make our stressful lives harmonious? Does listening to Mozart make you smarter? Listen to pro tips from our esteemed guests which includes world-renowned Neuroscientists, psychiatrists, and Musicians. Subscribe now to listen to full episode.Guest: Cheyenne Mize, Gábor Takács-Nagy, Dr. Robert Zatorre, and Dr. Corinne Fischer with your host Dr. Nand Muley.--- Send in a voice message: https://anchor.fm/neuroscienceofeverything/message2022-01-1602 min
3D InCites PodcastMember Spotlight: A Conversation About Using Hybrid Bonding in 3D NAND ApplicationsSend us a textHybrid bonding has been a big story in heterogeneous integration and particularly 3D integration for quite some time. At the recent IMAPS International Symposium, it seemed like every keynote speaker mentioned some sort of hybrid bonding as an enabler for next-generation technology. Everybody is talking about it, everyone wants it – in fact, Xperi recently announced a licensing agreement with YMTC for its DBI hybrid bonding process that the company will use for 3D NAND products. This is the first time DBI is being implemented in volume production for 3D NAND applications. In t...2021-11-1114 min
My Focus Inspire MeLeadership - Creating Fun and Accountability - Vandana Nand interviewed by Leonie LamVandana Nand is an experienced Senior Executive with more than 17 years of experience in Financial roles. She has experience in people management, business partnering, leading teams, change management, strategic planning, management, finance, operations and program management ranging from newly formed to well-established multi-million dollar organisations.
Vandana shares how she leads and manages individuals and teams whilst creating a fun and accountable culture. Vandana is full of surprises and uses a few different techniques to engage people. She genuinely cares about the people she works with, and they follow her because of her leadership skills and authenticity.
2021-11-0238 min
Neuroscience of EverythingNeuroscience of ProcrastinationWe all #procrastinate at some point in time or another and maybe enjoy it at that moment only to be filled with guilt and anxiety of unrealized potential. Why do we #procrastinate and how to overcome it? Listen to # Neuroscience-based tips to enhance your #productivity. https://open.spotify.com/show/04yI8WuOb9zou9lCkegPK8Guests: Dr. Jeff Haden, Ivett Gyongyosi, Deeskha GCHost: Nand Muley, Ph.D.--- Send in a voice message: https://anchor.fm/neuroscienceofeverything/message2021-09-1938 min
The Sikh CastGhazal Thirty-Six, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal | The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2021-09-1757 min
The Sikh CastGhazal Thirty-Six, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRI
Introducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challenges while engaging with the...2021-09-1757 min
The ਸੋਚ (Sōch) PodcastBhai Nand Lal | Satnam SinghIn this latest podcast episode I get to talk to Satnam Singh again.
★ Support this podcast on Patreon ★
★ Buy this podcast a coffee ★
We discuss Bhai Nand Lal, his birth in Ghazni, Afghanistan, his upbringing and education. We discuss Bhai Nand Lal's parents, their passing and the different narratives regarding his life. We then explore Bhai Nand Lal's tenure under Aurangzeb before joining the court of Guru Gobind Singh Ji. We then dive into the plethora of works penned by Bhai Nand Lal, along with the importance of Persian.
2021-09-041h 12
財報狗 - 掌握台股美股時事議題40.【台股美股提款機】從科林研發最新季報解析 NAND Flash 下半年風險7 月下旬，美國的半導體設備巨頭科林研發（LRCX）發佈最新財報。科林研發的產品是半導體製程的重要設備，其中又以 NAND Flash （快閃記憶體）貢獻營收的比重最高，因此它的營運表現不僅是了解半導體業發展態勢的指標，對於想了解 NAND Flash 擴產進度的投資人來說，更是代表性十足。 我們這集會聊一下： 回顧科林研發第二季的財報 從科林研發財測來看下半年邏輯 IC、DRAM、NAND Flash 發展走勢 美股各大半導體巨頭的未來展望 台灣券商多數看好 NAND Flash下半年表現，但有哪些需要注意的風險？ 想要討論 podcast 的內容可以上臉書搜尋「財報狗智囊團」，我們也會不定期在社團直播 podcast 錄製，大家可以一起來跟我們互動喔！ 更多產業和公司消息，請上財報狗網站：https://statementdog.com/blog Powered by Firstory Hosting2021-08-0431 min
The Sikh CastGhazal Thirty, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRI
Introducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challenges while engaging with the...2021-07-301h 00
The Sikh CastGhazal Thirty, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal | The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2021-07-301h 00
日本x半導體x人生觀 ｜吉田的島外放生日記EP022 半導體科技專題 - 淺談快閃記憶體 Flash Memory 產業(下)【企業研究：NAND Flash五大龍頭/NOR Flash台系兩強】EP22 半導體科技專題 - 淺談快閃記憶體 Flash Memory 產業(下) 本集要介紹繼續介紹Flash的產業，這集的話主要都是歷史故事，請找個放鬆的姿勢放空隨便聽吧！ 本集的內容提點： (1) NOR FLASH，NAND FLASH發明人 - 舛岡富士雄 (順便介紹一下他的老師西澤潤一) (2) NOR FLASH 產業發展史 (3) NAND FLASH 產業發展史 如果有問題 (最好是工作或是人生經歷相關)，或是有想聽的主題，可以透過信箱寄信給我 我會在斟酌變成節目分享喔！ jurishung@gmail.com － 我的咖啡帳戶開啦！ 但真的不強制啦，而且日本咖啡比較貴，50元可能不夠(笑)。 請我喝咖啡吧！每杯咖啡都是支持我前進的動力！ https://pay.firstory.me/user/jurishung Powered by Firstory Hosting2021-07-1853 min
The Sikh CastGhazal Twenty-five, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal | The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2021-06-2855 min
The Sikh CastGhazal Twenty-five, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRI
Introducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challenges while engaging with the...2021-06-2855 min
The Sikh CastGhazal Twelve, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2021-05-1956 min
The Sikh CastGhazal Twelve, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2021-05-1956 min
Purani DiaryEp 05 Missed CallsVoice : Krishna Nand2021-04-2203 min
Activating Consciousness from HEXO ChangeEp 9 - In The Business of Love with Nand Chaudhary, Founder and CEO of Jaipur RugsWhat a privilege it was to learn first hand about Mr Chaudhary's incredible vision and journey creating Jaipur Rugs.
You can find The Healing Organization by Raj Sisodia and Michael Gelb here -> https://www.amazon.co.uk/Healing-Organization-Awakening-Conscience-Business/dp/0814439810 and you can also find my previous discussions with both Raj and Michael on my YouTube channel here -> https://www.youtube.com/playlist?list=PLi25BCTiMJ0O0RzbzIJcl-6LAeDX_kZYh
“Too much knowledge developed without practice equals ego. Knowledge without practice can damage the business.”
“I often...2021-04-0528 min
The Sikh CastGhazal Eight, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2021-03-2953 min
The Sikh CastGhazal Eight, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings...2021-03-2953 min
The Sikh CastGhazal Two, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2021-02-2652 min
The Sikh CastGhazal Two, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2021-02-2652 min
The Sikh CastGhazal One, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRIIntroducing Paigam-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2021-01-3051 min
The Sikh CastGhazal One, Divan-i-Goya: Damanpreet Singh & Inni Kaur | Bhai Nand Lal - The Sikh Cast | SikhRIIntroducing Paigham-i-Goya: Expression of Love, new translations of a selection of ghazals from Bhai Nand Lal “Goya.” Today’s podcast begins with a recitation of Bhai Nand Lal’s ghazal in Persian, followed by a new English transcreation, the result of a unique collaboration between Dr. Fatima Fayyaz and Dr. Nadhra Khan of Lahore University of Management Sciences, Damanpreet Singh, writer, and graduate student, and Inni Kaur of SikhRI, followed by a discussion between Daman and Inni about the beauty of the ghazal and the transcreation process.
Follow Damanpreet and Inni as they discuss their learnings and challeng...2021-01-2951 minPurani DiaryEp 03 Banaras : SansmaranVoice : Krishna nand2021-01-1505 min
Understanding the Future | Season 2Understanding the Future of Air Quality Monitoring with Dr Sachchida Nand TripathiDr Sachchida Nand Tripathi is a professor at IIT Kanpur and is also a part of the steering committee for National Clean Air Program (NCAP) under the Ministry of Environment, Forest and Climate Change. In this episode of 'Understanding the Future of Air Quality Monitoring', with Dr Sachchida Nand Tripathi, we explore the topic of air quality monitoring and how low-cost sensor-based monitoring can complement the existing ecosystem of monitoring.In this episode, we start our conversation with understanding the various parameters that are measured to monitor the air quality as well as how does the satellite...2020-12-1548 min
Steve Blank PodcastTechnology, Innovation, and Modern War – Class 8 – AI – Chris Lynch and Nand MulchandaniWe just held our eighth session of our new national security class Technology, Innovation and Modern War. Today’s topic was Artificial Intelligence and Modern War. In this class session Nand Mulchandani, JAIC CTO who just completed an extended stint as Acting Director, continued the discussion of AI and the role of the JAIC. In addition to Nand, the class also heard from Chris Lynch, founder of the Defense Digital Service (DDS), now the CEO of Rebellion Defense, a new vendor of AI to the DOD.2020-11-1420 minSteve Blank PodcastTechnology, Innovation, and Modern War – Class 8 – AI – Chris Lynch and Nand MulchandaniWe just held our eighth session of our new national security class Technology, Innovation and Modern War. Today’s topic was Artificial Intelligence and Modern War. In this class session Nand Mulchandani, JAIC CTO who just completed an extended stint as Acting Director, continued the discussion of AI and the role of the JAIC. In addition to Nand, the class also heard from Chris Lynch, founder of the Defense Digital Service (DDS), now the CEO of Rebellion Defense, a new vendor of AI to the DOD.2020-11-1420 min
Podcast - LeituraversoNovos Autores 55: LP Faustini e Pablo Murinelly falam sobre o financiamento coletivo de Nand – do Cárcere ao TriunfoO Leituracast Especial Novos Autores dessa semana conta com a participação de dois convidados! O primeiro deles já é um conhecido nosso: o escritor LP Faustini, autor da saga Maretenebrae. O segundo é o ilustrador Pablo Murinelly. Os dois estão aqui hoje para falar sobre o financiamento coletivo da versão física da fantasia Nand – ...
O post Novos Autores 55: LP Faustini e Pablo Murinelly falam sobre o financiamento coletivo de Nand – do Cárcere ao Triunfo apareceu primeiro em Leituraverso.
O post Novos Autores 55: LP Faustini e Pablo Murinelly falam sobre o financiamento coletivo de Nand – do...2020-10-1615 min
DataCentricInside the Server Market with Dell Technologies' Jonathan SecklerThe server market is rapidly changing. It's less about the speeds and feeds of your hardware, and much more about the capabilities required to support critical workloads. From software-defined to edge, Dell Technologies director of server marketing join Matt Kimball & Steve McDowell in a wide-ranging discussion on the shifting landscape of servers.
The group seems to touch on every from the on-going "generational shift" of IT buyers, the cloudification of IT, edge computing, open standards, the impact of COVID-19 on IT, and much, much more. Special Guest: Jonathan Seckler.2020-08-1740 minDataCentricInside Earnings: Intel, AMD, & IBM all Beat-the-StreetEarnings for 2Q have started rolling in, with IBM, AMD, and Intel all early reporters from the Data Center world. There's solid financial news for all three, but each with different industry-level impacts. Hosts Matt Kimball & Steve McDowell, both from Moor Insights & Strategy, talk about what it all means.
Intel delivered solid numbers, but were punished by both guidance and disclosure of some execution problems in rolling out its next generation, 7nm, processors. Solid numbers for the quarter none-the-less, with a surprising bright spot in Intel's NSG memory group.
AMD, who has become a solid...2020-08-0351 min
OutliersOutliers S05 E13: Nand Kishore ChaudharyOutliers S05 E13: Nand Kishore Chaudhary by FactorDaily2020-07-3151 minDataCentricNews Roundup: Twitter Hacked, VMware (maybe) spinning out of Dell, & does hardware still matter?It's a potpourri episode as Moor Insights & Strategy data center analysts Matt Kimball and Steve McDowell round-up of the past few week's news: twitter was hacked, Dell Technologies says that it might spin VMware out, ARM gets yet more traction, and does a software-defined datacenter make hardware irrelevant? All this, and more, on this edition of DataCentric.
00:00 - 03:50 Virtual Conference Life
03:51 - 07:23 Twitter is hacked & the popular and tech press have very different spins on the story
07:24 - 14:24 Dell Technologies is "exploring" spinning out VMware: will they? and what's it really mean if they do?2020-07-2846 minDataCentricEdge Computing: IT meets IndustryEnterprise IT is rapidly moving towards the edge, but what does that really mean? There are extremes to what defines edge. Edge can describe the safe environment of a remote branch office, or maybe the air-conditioned cushiness of a remote telco hut. Then there's the extreme edge, where the lines between IT and OT blur, and anything can go.
Jason Andersen, Stratus Technologies' vice president of business line management, joins Moor Insights & Strategy senior technology analysts Matt Kimball and Steve McDowell to talk about what edge computing can really mean.
If you're wondering how far...2020-06-2951 min
AruokCastAruokCast Express: Arqueras de NandEn este programa contamos con Pablo Garaizar, autor de Moon, que viene a presentarnos su nuevo juego "Arqueras de Nand".
Link a KS: https://www.kickstarter.com/projects/garaizar/archers-of-nand2020-05-2238 min
When in SpainMálaga & The Costa del Sol with travel journalist Lisa Francesca NandThis week I'm joined by travel journalist and host of The Big Travel Podcast, Lisa Francesca Nand.
Lisa spent her childhood living on the Costa del Sol from the age of seven when her parents relocated from the north of England to the fishing village of Los Boliches near Fuengirola.
Lisa recalls her childhood memories of growing up with the sun and sea and shares some of her favourite places along the Costa del Sol. We also talk about how Málaga city has transformed itself into a destination in its own right - not just somewhere to fly into...2020-03-3056 min
Security VoicesCyber Security Entrepreneur Nand Mulchandani takes Silicon Valley to the PentagonIt all changed one day while Nand was sitting in traffic on the 101 freeway. Why am I doing this? Nand had experienced no less than 4 successful exits of cyber security companies where he was founder or CEO. He was one of the most accomplished cyber security entrepreneurs in the Silicon Valley. At that moment, Nand decided to leave corporate life and set course to start a new phase of his career in the government.His first step was to uproot his family and move them into graduate housing at Stanford where he would finally do that MBA degree...2019-12-0757 min
The Family ArchivesNand And Not Law - #1670-2They say being a lawyer is a good job. High pay, high importance, high prestige. But for Nand, it was too easy. That's why he decided to get into the used car business at the height of one of the worst recessions in America's history. It's also why he decided to do this show. We're notoriously difficult to work with.
Tom and Doug are joined in studio by Walser CJD General Manager Nand Mehra. Learn how a bald Hindu kid from St Paul's Highland Park became a lawyer, ditched that career and went from selling cars to runni...2019-08-1555 min
Boeie!Aflevering 8: NAND!Als je Nand ziet, zie je een heerlijk gevoelig, springerig kind van 10. Hij gaat naar de judo en scouts, ging deze zomer op zeilkamp en viert zijn 10e verjaardag met broer, zus en de ouders in Legoland. Onbezorgd opgroeien in ‘klein Zwitserland’. En toch waren er héél veel zorgen. Zijn eerste levensjaar bracht Nand voornamelijk in ziekenhuisbedjes door en waren en bleven zijn ouders lang in het ongewisse, over wat er precies aan de hand was en hoe hij eruit zou komen, àls hij er al uit kwam. Maar oef: Nand is hier to stay en vandaag is hij 10...2019-08-0929 min
Dawn of Righteousness: The biography of Guru Gobind SinghEpisode 9: Bhai Nand Lal in Anandpur, birth of the KhalsaHighlights:Bhai Nand Lal in AnandpurBirth of the Khalsa (Vaisakhi 1699)Banis:Intro: Rubaayee, Bhai Nand LalOutro: Vaar 41, Bhai Gurdaas SinghSupport the show2019-06-2008 min
Kutsal MotorAslı İnandık | Aşırı Ünlülerle Kısa Görüşmeler #6Aşırı Ünlülerle Kısa Görüşmeler'in yeni bölümünde "Aslı Gibidir"le sinemamıza yeni bir kadın komedyen kazandıran Aslı İnandık konuğumuz! İnandık, ün ölçer testinden hemen sonra tırnaklarıyla kazıyarak kurduğu kariyerinden, izledikten sonra kendisini uyutmayan sürpriz bir filmden ve hayırlı bir işe vesile olan en utanç verici date anısından bahsediyor; kendisi hakkında sosyal medyada yazılmış kötücül yorumlara cevap veriyor.2019-01-3118 min
Bechdel Theatre PodcastEp 12 - Journalism, journeys and 'Good Girl' with Lisa Francesca NandLisa Francesca Nand is a journalist, travel writer and broadcaster. She was the first female presenter on TalkSPORT, and hosts her own podcast The Big Travel Podcast. We went with Lisa to see Good Girl by Naomi Sheldon at VAULT Festival. The show has since transferred to Trafalgar Studios, where it is running until March 31st. Lisa's #FeministFave is the book A Good Time To Be A Girl and its author Helena Morrissey: a City CEO, mother of nine, and founder of the influential 30% Club which campaigns for gender-balanced UK company boards. More recommendations... Coconut Ovalhouse 11 - 28 April, and touring until June 30...2018-03-2100 min
Embedded InsidersEmbedded Insiders – Episode #22 – NAND flash forwardSend us a textThe NAND flash memory market has evolved (or devolved depending on who you ask) into a battle of the BoMs, where the lowest price usually wins. But is that really the only consideration anymore when selecting a flash memory device, particularly for harsh environment applications? These are questions the Embedded Insiders ask this week, and have answered by Steve Larrivee of industrial-grade NAND flash solution provider Cactus Technologies. During the discussion, the Insiders learn why the flash memory market is one where older technology is more expensive and more reliable – and not for th...2017-07-1812 min
Aua-uff-Code!From Nand to Tetris - Teil 1Show Notes und Links
Podcast Zeit für Wissenschaft von
Melanie Bartos
Shimon Schocken stellt das Programm in 10 min selbst vor:
From Nand to Tetris In 12 Steps
From Nand to Tetris
Alle Kapitel des Kurses
Cool Stuff - Linksammlung zum Thema auf der Projektwebseite
Software zum Download, um mitzumachen
The Elements of Computing Systems:
Building a Modern Computer from First Principles
Coursera Kurs: Build a Modern Computer from First Principles
Implementierung eines Not
CHIP Not {
IN in;
OUT out;
PARTS:
Nand(a=in, b=true, out=out);
}
o...2017-07-1200 min
Short Story Long#46 - Robert Nand & Joe Huff: Grand Voyage & LSTN SoundThis week I sit down with my friends Robert Nand of Grand Voyage & Joe Huff of LSTN Sound. Robert Nand created the 50 million dollar brand Creative Recreation. Robert started out working at Vans and went on to create Creative Recreation. It definitely wasn't easy doing this but the journey has shaped Robert into the business man he is today and the direction he's gone developing his latest business Grand Voyage.2017-04-122h 22
DartPoints Podcast (Audio)Venyu Audio Podcast Diddy, 3D-NAND, See in the Dark, Tech EtiquetteVenyu: Diddy, 3D-NAND, See in the Dark, Tech Etiquette2015-03-3035 min
Grey Beards on SystemsGraybeards talk NAND & future memory technologies with Jim Handy, Director at Objective AnalysisIn this podcast we discuss NAND and other NVM technology with Jim Handy, noted blogger (at theMemoryGuy.com, TheSSDGuy.com) and Director of Objective Analysis. Howard, Jim and I were all at Micron in mid-February to discuss their latest focus on 3D NAND and enterprise storage and we thought it would be a good time to discuss what’s … Continue reading "Graybeards talk NAND & future memory technologies with Jim Handy, Director at Objective Analysis"2015-03-1049 min
Samsara Happy HourNand Narine on the Spice of Life that is Yoga | Ep. 2<img src="https://assets.podomatic.net/ts/42/4b/32/samsarahappyhour/1400x1400_9639134.jpeg" alt="itunes pic" /><br /><p>Nand Narine Ph.D., RYT 500, is a university lecturer, author and yoga teacher based in Edmonton. He teaches yoga philosophy and Sanskrit at international seminars, workshops and yoga teacher training programs. Topics include Being and Becoming; Sharing the Mystery; Trusting the Process; "Get the Hell Out of the Room"; The Yoga Sandwich; Alley Kat Amber Beer review; Alcohol and Creativity; Yoga Therapy; Sex and Spirituality; Energy Blockages; and Bookends. For...2014-06-0323 min
Data Storiesemoto (with Stephan Thiel from Studio NAND)
Hi Folks,
In this episode we talk about emoto, the project on visualizing the sentiment of the Olympic Games in London 2012.
Since Moritz was one of the principal designers and developers behind the project, we thought: “hey, why not?!”
And we have a special guest! Stephan Thiel from Studio NAND joined us to share his own view and experience with the project.
Make sure to give a look to the emoto web site and the accompanying blog before listening to the podcast if you can, this will help you followin...2012-09-131h 06![Alap [Tilos Rádió podcast]](https://tilos.hu/upload/episode-new/alap.jpg)
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