Shows
Exploring Japan : Talk and NewsJapanese Tech and Business Highlights**This collection of Japanese news items covers diverse technological and economic developments.** One report highlights the unique, relaxed pitching style of Seibu Lions pitcher Tatsuya Imai, drawing a comparison to martial arts. Another article announces Fujitsu's launch of a significant 256-qubit quantum computer, with plans for future expansion. The sources also note the recent decline in Advantest's stock price, influenced by concerns over reduced semiconductor demand from China following news related to Chinese firms and NVIDIA. Finally, a piece details Sharp's innovative refrigerator designed to create slushy beverages for construction sites, aiming to combat heatstroke.2025-04-2203 min
Advantest Talks SemiThe Metaverse Matrix: Transforming Semiconductors with Digital TwinsJoin us on "Advantest Talks Semi" as we explore the transformative impact of the industrial metaverse with Don Ong and his guest, Sanjeev Kumar.Sanjeev Kumar is a Silicon Valley entrepreneur and advisor specializing in enterprise AI, data management, tech-bio, and industrial automation. With over seven years of investment experience, he has worked closely with early and mid-stage startups through VC firms and accelerators. Previously, Sanjeev held leadership roles at Informatica, BEA Systems, EMC, and Oracle, focusing on machine learning, data engineering, and enterprise software platforms. He also served as Managing Director of India R&D and...2025-03-2047 min
Advantest Talks SemiData Management Frontiers: Navigating the Semiconductor Landscape with Joe Addiego of Brave CapitalJoin us on "Advantest Talks Semi" as we explore the critical importance of data management in the semiconductor industry with our guest, Joe Addiego.Joe Addiego is a seasoned operating executive and investor with over 20 years of operating experience in technology. His executive leadership contributed to two successful Initial Public Offerings (IPOs), showcasing his strategic acumen in guiding tech companies through critical growth phases. Joe’s operational expertise spans across control systems, real-time operating systems, and software development tools, with expertise in data management, networking, and cybersecurity. Joe has spent the last 25 years as...2025-02-2039 min
CXOInsights by CXOCIETYPodChats for FutureCIO: Agentic AI: Changing the game of business innovation in 2025In 2025, Agentic AI is poised to transform the business landscape across Asia, driving unprecedented innovation and efficiency. As organizations increasingly adopt AI technologies that mimic human-like decision-making, the focus will shift from basic automation to the establishment of agentic capabilities. Companies will harness AI to optimize operations, enhance customer experiences, and foster data-driven strategies. Emerging trends will include the integration of AI in traditional industries, a surge in data governance initiatives, and an emphasis on ethical AI practices. This evolution will empower organizations to navigate complex challenges and seize new opportunities in an ever-evolving market....2025-02-1420 min
Chip Stock Investor PodcastEpisode 264: Secrets of the Semiconductor Industry: One Small Cap Stock Signaling Better Times Ahead?Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers
We analyze their silicon carbide and AI testing solutions, the competitive landscape (Teradyne, Advantest), and growth potential within the broader semiconductor market recovery (ASML, Applied Materials).
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data mi...2025-01-2915 min
Cierre de mercadosCierre de Mercados: 28/01/2025Los futuros sobre índices estadounidenses y las acciones europeas se estabilizan el martes, tras la drástica caída de la víspera liderada por el sector tecnológico. Los inversores se repliegan hacia la deuda pública. Nvidia rebota más de un 3% antes de la apertura y, los futuros del Nasdaq ganan un 0,4%. No todo ha sido calma. La presión vendedora se ha mantenido en Japón por segundo día consecutivo. Allí, Advantest, proveedor de Nvidia, pierde un 19% en dos días.
La atención de los inversores está todavía más puesta en los resultados que p...2025-01-2853 minCierre de mercadosCierre de Mercados: 28/01/2025Los futuros sobre índices estadounidenses y las acciones europeas se estabilizan el martes, tras la drástica caída de la víspera liderada por el sector tecnológico. Los inversores se repliegan hacia la deuda pública. Nvidia rebota más de un 3% antes de la apertura y, los futuros del Nasdaq ganan un 0,4%. No todo ha sido calma. La presión vendedora se ha mantenido en Japón por segundo día consecutivo. Allí, Advantest, proveedor de Nvidia, pierde un 19% en dos días.
La atención de los inversores está todavía más puesta en los resultados que p...2025-01-2853 min
Mario Lochner – Weil dein Geld mehr kann!Schadet Deepseek jetzt Nvidia? Das steckt hinter dem KI-Phänomen aus China // News SpezialDas KI-Modell von Deepseek aus China kann mit Google oder OpenAI mithalten, kommt aber mit weit weniger Geld aus. Das sorgt für Zweifel an den Milliardeninvestitionen des Silicon Valley. Das chinesische Start-up Deepseek sorgt derzeit für Aufregung im Silicon Valley. Denn es stellt die rekordhohen Investitionen der großen Tech-Konzerne in Künstliche Intelligenz (KI) infrage. Offenbar ist Deepseek in der Lage, ähnlich leistungsfähige KI-Modelle zu entwickeln – und diese kostenlos anzubieten. Die neue Version des KI-Modells namens R1 macht nun Schlagzeilen und bringt die Nvidia Aktie unter Druck. Auch die Microsoft Aktie leidet am Montagmorgen und der Dax ruts...2025-01-2712 min
Advantest Talks SemiTechInsight Semiconductor Industry Outlook 2025 and BeyondJoin us for a captivating conversation with Andrea Lati from TechInsight as we unpack the transformative forces shaping the semiconductor industry. Andrea Lati is the Director of Market Research at TechInsights Inc. Since joining the company in 2001, Andrea has been managing and developing forecasting models as well as performing market analysis and research on electronics, semiconductor, and equipment markets. Andrea has played a key role driving detailed fundamental-based research and developed benchmark data and forecasts widely used by the industry. In addition, Andrea has performed many custom studies for various clients and is a co-author of The C...2025-01-2356 min
Advantest Talks SemiAre Silicon Photonics the Only Way Forward in Semiconductors?Silicon photonics is not just a buzzword—it's the future of the semiconductor industry, and we're here to uncover its secrets with Dr. Lee Chee Wai. Dr. Lee Chee Wei is a distinguished expert in silicon photonics integration, boasting an extensive career spanning over 18 years. Holding a PhD in Photonics Integration from Nanyang Technological University (NTU) Singapore and a postdoctoral fellowship from the Cavendish Laboratory at the University of Cambridge, Dr. Lee has honed his skills both in academia and the industry. His academic journey was supported by prestigious awards, including the ASEAN Scholarship, ASTAR Graduate Scholarship, an...2024-12-1232 min
Advantest Talks SemiBeyond Black Boxes: Meet AI that Justifies Its ChoicesUnlock the secrets of AI innovation with our esteemed guest, Jem Davies, non-executive director at Literal Labs. Jem shares his transition from Arm to Literal Labs, revealing how the revolutionary Tsetlin machine sets new benchmarks in efficiency, power usage, and processing speed. Jem is a highly experienced business leader and technologist having previously served 18 years at Arm. He is an engineer and was an Arm Fellow holding multiple patents on CPU and GPU design. Latterly, Jem's career moved into business management and he became a General Manager first in Arm's Media Processing Groups, then the founding General M...2024-10-1754 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Sell off in ASML shares amid disappointing 2025 forecast, Impact on US, European, Asian markets, TSMC, Tokyo Electron, Advantest; STI movements; SIA’s passenger capacity for Sep up 9.7%; CDL Hospitality Trusts acquiring upscale boutique hotel in Exeter; Food Innovator Holdings’ IPO on SGX Catalist; Qualcomm vs Intel; Trump’s crypto platform’s launchSingapore stocks began the day trading in positive territory, despite overnight losses in markets abroad. In early trade, the Straits Times Index (STI) rose 0.2 per cent to 3,603.31 points after 53.8 million securities changed hands in the broader market. In terms of companies to watch today, we have Singapore Airlines, after SIA Group’s passenger capacity for September rose 9.7 per cent, outpacing the month’s 7.7 per cent passenger traffic growth. Elsewhere from a selloff in global technology stocks amid disappointing guidance from Dutch chip giant ASML, to news of Qualcomm likely waiting for the US electio...2024-10-1616 min
KBKASTKB On The Go: Zenith Live 2024 (Part 2)In this bonus episode, we’re joined by Claudionor Coelho, Chief AI Officer, and Deepen Desai, Chief Security Officer & Head of Security Research at Zscaler as they share the latest in zero trust networking and AI security to protect and enable organizations. Claudionor discusses the societal implications of AI, the fears of obsolescence, and the generational changes in communication, providing a comprehensive look at the future of AI in both the digital and human landscapes. Deepen highlights the incredible potential of AI in transforming cybersecurity through initiatives like Zscaler’s “copilot” technology and the use of predictive models to foresee...2024-09-1943 min
Advantest Talks SemiHow to Advance Chip Design with Digital Twins and EDATransform your understanding of semiconductor design and testing with the latest episode of Advantest Talks Semi. We are thrilled to introduce our new co-host, Don Ong, and welcome Ron Press, and Marc Hutner, from Siemens as they share groundbreaking insights into Electronic Design Automation (EDA). Ron Press is the Senior Director for Technology Enablement at Siemens, where he leads a team dedicated to ensuring the successful implementation and use of Siemens' Tessent DFT and test product capabilities. His responsibilities include enabling application engineers, developing reference flows, and supporting customers in utilizing S...2024-09-1231 min
Your Money with Michelle MartinMarket View: Nvidia, TSMC, Samsung, SK Hynix, Tokyo Electron, Advantest, Dollar Tree, Dick’s Sporting Goods, GoToCapitaLand Investments, and Hello Kitty Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Yeap Jun Rong, Market Strategist from IG, they discuss Nvidia’s historic $280 billion market cap loss and its impact on semiconductor companies like TSMC, Samsung, and SK Hynix. They dive into U.S. consumer data with a look at Dollar Tree and Dick's Sporting Goods, and analyze corporate moves by GoTo, ComfortDelgro, and CapitaLand Investments. Finally, they explore Hello Kitty’s recent success in Japan’s entertainment sector. See omnystudio.com/listener for privacy information.2024-09-0522 min
MaticesErick Silesky Gonzalez, Decano de la Facultad de Ingeniería de ULACIT y Oscar Barquero, Senior Project Manager Advantest Group / Lunes 26 de agosto 2024Foto tomada de LinkedIn.2024-08-2749 min
Wir reden über den VfBJapan-Reise und brisante MV: Heiße Tage für den VfBDer VfB Stuttgart hat die Hitze in Heilbronn gut überstanden: Mit 3:0 gewannen die Schwaben im Testspiel gegen Fortuna Sittard. Die verschwitzte Einheit war ein guter Test für die ab Donnerstag anstehenden Japan-Reise - dort wird es nochmal heißer. Wie lief der Testkick gegen den Erstligisten aus den Niederlanden? Was erwartet die Schwaben in Japan? Lohnt sich dieser Trip überhaupt - Stichwort Reise-Stress und tropische Temperaturen? Darüber diskutieren unsere VfB-Reporter Danny Galm und Simeon Kramer in einer neuen Folge von "Wir reden über den VfB", dem Fußball-Podcast aus dem Zeitungsverlag Waiblingen. Außerdem werfen unsere Redakteure einen Blick vo...2024-07-241h 12
Negocios TelevisiónNOTICIAS DE LA MAÑANA | ¿Biden se rinde?, temblor en los semiconductores por Trump y Wall Street caeNOTICIAS DE LA MAÑANA | ¿Biden se rinde?, temblor en los semiconductores por Trump y Wall Street caeJoe Biden acaba de dejar la puerta abierta a una posibilidad de no llegar hasta el final de la contienda electoral. En las últimas horas, el jefe de la Casa Blanca ha dicho que consideraría retirar su candidatura a las elecciones de noviembre si un médico lo recomendara por motivos de salud, si le diagnostica alguna complicación. El demócrata lo ha señalado en una entrevista en Black Entertainment Television, cuando era preguntado por Ed Gordon...2024-07-1832 min
Advantest Talks SemiWhy your next Smartphone will be AI-powered: A Look at Mobile Semiconductor Trends with Yole GroupHow is the semiconductor industry evolving in the face of global market trends and technological advancements? Today, we are thrilled to welcome Pierre Cambou to our podcast. Pierre serves as the Principal Analyst for Global Semiconductors at Yole Group. With a rich background that includes founding a semiconductor startup and roles at notable companies like Thomson TCS and e2v Semiconductors, Pierre brings a wealth of industry knowledge. He is recognized as an expert in the semiconductor field, often cited by international media for his market and technology insights. Pierre holds an engineering degree, an MSc from V...2024-07-1647 min
Your Money with Michelle MartinMarket View: Top Glove, TSMC, Hon Hai, Advantest, SK Hynix, UMS Holdings, AEM Holdings, Golden Goose, Flix, Tendam Brands, Best Buy, Nintendo, Amazon, VodafoneJoin the breakneck tour of markets hosted by Michelle Martin with Ryan Huang. We begin with Top Glove, which is back in the black with a profit of nearly $15 million. Learn about TSMC and Hon Hai's impressive stock performance fueled by Nvidia’s success. Explore the impact of political uncertainty in Europe on IPOs, including Golden Goose, Flix, and Tendam Brands. Get updates on Best Buy, Nintendo, Amazon, and Vodafone in our daily UP or DOWN segment. Finally, delve into the soaring demand for durian in China and its effects on Southeast Asian markets.See omnystudio.com/li...2024-06-2019 min
Advantest Talks SemiSemiconductor Manufacturing and GlobalFoundries: How Essential Chips Drive Tech Innovations beyond 2024Unlock the secrets behind Global Foundries' ascent to semiconductor supremacy and find out how a colossal $1.5 billion boost from the US CHIPS Act is setting the stage for technological innovation. Our guests, John Carulli, Ken Butler, and Shinji Hioki, join us from the frontlines of chip manufacturing to share their expertise on what it takes to be a pure-play foundry in today's competitive market. John holds 7 US Patents. He has over 50 publications in the areas of reliability, test, and process development. He is co-recipient of two Best Paper Awards and two Best Paper Nominations working in close c...2024-05-061h 03
Advantest Talks SemiSemiconductors and Chris Miller’s Chip War: The Global Battle over the Future of AIPrepare to be enthralled by Chris Miller, the esteemed author of "Chip War," as he joins us to unravel the complexities of AI's impact on the semiconductor industry. We tackle the monumental task of rethinking computing efficiency in the face of supercomputers and data centers that gulp power like never before. Chris illuminates the path ahead, where technological advancement must reconcile with environmental imperatives, addressing the thermal hurdles that come with more powerful chips and the revolutionary changes needed to test these energy behemoths.Venture into the semiconductor saga with us, tracing the arc from the inception...2024-04-0447 min
IC之音｜科技巨擘引領未來深耕台灣，永續發展ft.愛德萬測試副總經理楊晉寧與愛德萬測試專案經理詹紀貞「我們以藝文、教育、社福、環保等實質活動的倡議和舉辦 ，帶領公司同仁投入，讓公司共好的ESG & CSR 目標逐漸達陣。」本集節目邀請愛德萬測試副總經理楊晉寧與企業關係部專案經理詹紀貞，分享如何透過集團重視的企業文化與精神，進行台灣子公司在地化落實。
例如藝文活動部分：經年贊助新竹交響管樂團，支持當地人文藝術音樂表演與創作；此外，舉辦同仁攝影作品徵選，分享大自然與台灣這片土地的美好。教育領域部分：以產業講座、職涯發展分享、微學分課程、企業參訪與校園徵才等活動，積極為產業孕育人才盡一份心力；四年多與超過20所大專院校、近30個單位合作，觸及影響13000多名學生(包含教授)。社福領域部分：回饋台灣總部所在地的新竹湖口鄉，與華山基金會合作，服務幫助獨居老人，號召同仁認購三個節日的關懷禮、義賣春聯所得捐助公益基金會，透過專業機構幫助更多需要的人；連續10年募集”聖誕鞋盒”捐贈偏鄉，包含五峰鄉的花園國小，更在2022年12月為他們舉辦冬令英語科學營。連續兩年參與”舊鞋救命”，號召同仁捐贈衣服、布鞋和書包，同仁熱烈回響。環保領域部分：舉辦環保講座推廣環境保育的知識與認知、與新竹縣環境信託基地自然谷合作，公司志工和其家人一同參與友善環境的活動；並以植樹、淨山、淨灘實際行動響應愛地球的宣言；最近幾年，更在地球日當天提供同仁”蔬食餐”推行環保減碳的活動。
此外，愛德萬測試副總經理楊晉寧與企業關係部專案經理詹紀貞還將連袂分享包括以下精彩議題:
.What‘s the Advantest Group Culture？
.LIFE-ON的精神，影響更多人
.ESG/CSR Committee，專責規劃ESG/CSR相關活動
全球自動化測試與量測設備領導製造商-愛德萬測試技術開發執全球牛耳，擁有70年多元發展技術優勢和價值的愛德萬測試，又如何在此關鍵時刻承先啟後，聚焦全球自動化測試設備，見證半導體世界的風起雲湧?為此，由出身工研院的資深產業主持人謝美芳，從2024年1/2起到4/16，於每週二上午8:15播出的節目，製播專題，帶領聽眾一窺全球半導體產業最大自動化測試設備的發展史，如何在早期透過半導體製程倚靠的精確測試系統，逐漸在其後陸續締造出包括5G通訊、高效能運算、人工智慧，以及自駕車等領域的豐碩成果，透過半導體測試設備繼續精準地領航科技大未來。
2024-04-0236 minIC之音｜科技巨擘引領未來上雲的數位高速公路ACS ft.愛德萬測試ACS全球策略事業部總經理張立翰「GAI熱潮可說是為愛德萬測試發展Advantest Cloud Solution(ACS)推波助瀾!」愛德萬測試ACS全球策略事業部總經理張立翰強調，ACS則無疑是為發展全球半導體、5G、自駕車等領域的數位高速公路，找到上雲的精準測試平台。
全球自動化測試與量測設備領導製造商-愛德萬測試技術開發執全球牛耳，擁有70年多元發展技術優勢和價值的愛德萬測試，又如何在此關鍵時刻承先啟後，聚焦全球自動化測試設備，見證半導體世界的風起雲湧?為此，由出身工研院的資深產業主持人謝美芳，從2024年1/2起到4/16，於每週二上午8:15播出的節目，製播專題，帶領聽眾一窺全球半導體產業最大自動化測試設備的發展史，如何在早期透過半導體製程倚靠的精確測試系統，逐漸在其後陸續締造出包括5G通訊、高效能運算、人工智慧，以及自駕車等領域的豐碩成果，透過半導體測試設備繼續精準地領航科技大未來。
歡迎收聽本集節目，邀請愛德萬測試ACS全球策略事業部總經理張立翰分享愛德萬測試推出的數位高速公路如何上雲服務。其他分享內容還包括以下精彩議題：
.愛德萬Advantest Cloud Solution(ACS)小歷史
.上雲的數位高速公路愛德萬測試ACS
2024-03-1234 min
The Voices of the Internet of Things with Chuck MartinKen Karklin, Pivotal A conversation with Ken Karklin, Chief Executive Officer of Pivotal. Ken has been an R&D Project Manager at HP, Vice President of New Products and Applications at Advantest and Senior Vice President and Chief Operating Officer at AeroVironment At Pivotal, Ken is focused on moving the company’s flying vehicle operations forward.2024-03-0425 min
Advantest Talks Semi2024-2025 Semiconductor Industry Outlook with TechInsightsPrepare to be illuminated by the insights of Risto Puhakka from TechInsights as he joins us to map out the semiconductor industry's explosive growth, driven by the thunderous influence of AI. During our adventure through CES 2024, we bear witness to AI's pervasive touch, from robotics and healthcare to the sizzling innovations in micro LED technology. Risto's expert analysis doesn't just skim the surface; it plunges into the economic, political, and competitive undercurrents that are redefining the semiconductor landscape.Venture further into the conversation as we unravel AI's sprawling web, extending its reach from agriculture to r...2024-02-1524 min
Advantest Talks SemiThe Future of Yield and Data Analytics: An Inside Look with yieldHUBBrace yourself for an exhilarating deep-dive into the labyrinth of semiconductor technology and yield management in this fascinating episode with John O'Donnell and Carl Moore from yieldHUB. John has a degree in Microelectronics from UCC (University College Cork) and spent more than 17 years at a leading semiconductor company before starting yieldHUB (formerly MFG Vision). Fast forward to today and he's running a company with a platform that's used by over a thousand of product users around the world. yieldHUB exists to help semiconductor customers maximize their yield. John loves what he does and enjoys traveling the world to m...2024-01-0425 minIC之音｜科技巨擘引領未來閃亮焦點，關鍵人物ft.愛德萬測試董事長暨總經理吳萬錕與副總經理蘇勇鴻
全球自動化測試與量測設備領導製造商-愛德萬測試技術開發執全球牛耳，擁有70年多元發展技術優勢和價值的愛德萬測試，又如何在此關鍵時刻承先啟後，聚焦全球自動化測試設備，見證半導體世界的風起雲湧?為此，由出身工研院的資深產業主持人謝美芳，從2024年1/2起到4/16，於每週二上午8:15播出的節目，製播專題，帶領聽眾一窺全球半導體產業最大自動化測試設備的發展史，如何在早期透過半導體製程倚靠的精確測試系統，逐漸在其後陸續締造出包括5G通訊、高效能運算、人工智慧，以及自駕車等領域的豐碩成果，透過半導體測試設備繼續精準地領航科技大未來。
.請分享Takeda成立愛德萬團隊的歷程、成立動機和幕後小故事一、二；也請分析Advantest在當時國際產業發展整體情勢中扮演的獨特角色？
.Fujitsu & Advantest,Oura-san 曾被授予「紫星勳章」殊榮，請分享獲獎成就和時代意義。
.Advantest & Verigy 被喻為世紀併購， Matsuno-san 也獲推崇進入半導體名人堂，請分享此宗跨國世紀併購案發展如何從無到有？被當時半導體界人士高度期待的原因？以及被賦予的任務目標為何？公司擴大成長後的當時發展規模，以及與其他同業相比的優勢為何？Matsuno-san也因此整體貢獻獲推崇進入半導體名人堂嗎？或是有其他原因？
.請教半導體名人堂有哪些重要任務和重大成就?
2024-01-0247 min
Advantest Talks SemiThe Revolutions and Repercussions of the Semiconductor IndustryIn this episode of Advantest Talks Semi we demystify the complex interplay of semiconductors and the automotive sector. Buckle up as we navigate this intricate landscape with Malcolm Penn, the CEO of Future Horizons. From deep-diving into the cyclical nature of the semiconductor industry to early signs of industry recovery, Malcolm illuminates the market's recent movements. He spotlights the explosive growth of China's EV market and its strategic grip on the low-end market - a move that's not to be underestimated by the established auto industries globally. In the second half, Malcolm walks us through th...2023-09-2827 min
Market DepthHow Asia Markets Are Reacting To Nvidia’s Blowout EarningsNvidia surprised the street with another major beat to guidance estimates for its Q2 earnings release - arguably the most widely watched corporate earnings report globally in 2023, with the stock +9% higher in after-hours trading.However, in the following Asia trading session - which is the world's first region to start the full trading day, and thereby the first to react to the A.I. giant's strong quarter and optimistic guidance - the various market reactions were surprisingly tepid. Shares of TSMC, SK Hynix, Advantest and other "A.I. plays" were consistent in being fairly muted. The broader...2023-08-2540 min
Advantest Talks SemiElectrifying the Automotive Future: Power Semiconductors in the EV RevolutionAre you ready to supercharge your knowledge on the electrifying transformation of the automotive semiconductor industry? Fasten your seat belts for a high-octane conversation with Fabio Marino, managing director at CREA at Advantest in Italy and a trailblazer, as we drive through the accelerating shift towards green energy. We’ll be zooming in on the rapid growth of the power semiconductor market and how it's turbocharging the EV demand. Get ready to rev up your understanding of power electronics technologies like IGBTs, insulated gate bipolar transistors, silicon carbide, and gallium nitride as we put them head-t...2023-08-1720 min
OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News“Japan-Chips mit 100% Rendite” - Schwache E-Auto-Aktien & Brockhaus investiertDas Buch zum Podcast? JETZT vorbestellen.Lieber als Newsletter? Geht auch.VfB Stuttgart dankt Porsche. Fresenius Medical Care dankt Medicare, aber nur so halb. Krankenversicherungen danken Pickleball gar nicht. Ansonsten sind E-Autos schwierig für Volkswagen und Lordstown. Dafür sind Zinsen geil für Wise.Vergesst die Enzyklopädie. Brockhaus (WKN: A2GSU4) macht jetzt Bike-Leasing und hoch-performante IT-Komponenten im KVM-Segment.Mit Renesas-Chips (WKN: 812960) kann man Autos steuern. Mit Advantest-Maschinen (WKN: 868805) kann man Chips testen. Mit beiden Aktien konnte man in 6 Monat...2023-06-2812 min
The 7investing PodcastInternational Investing Opportunities With ComgestJoin our 7investing FREE email list to receive our investing insights and conversations with the CEOs of PubMatic, Rocket Lab, and more at 7investing.com/email.
We as investors often suffer from "home court bias", where we're most interested in the opportunities who are based in the country that we live in. We're familiar with the culture and the currency, so it's easier for us to invest closer to home.
Yet the business world stretches to all corners of the globe, and investing is similarly an global phenomenon. Astute investors who are willing to put in a bit more...2023-05-2553 minMarket DepthNvidia Reignites A Global Rally In A.I. StocksDespite Fitch putting the US's credit rating on negative watch, global markets are largely brushing off debt-ceiling risk. Weston Nakamura comments on the knee-jerk market reaction to the Fitch headline of strength in the yen and in gold, and also provides color on how the largest foreign creditors to the United States, the Japanese institutional investors, are viewing a potential US default, and what they are doing in the US Treasury markets. Weston also provides a potential trade set up in the event of a US technical default outcome.Weston then discusses the massive market impact on...2023-05-2516 min
Advantest Talks SemiAdvantest, proteanTecs, and PDF Solutions harness AI power for yield, quality, and reliabilityAdvantest, proteanTecs, and PDF Solutions are teaming up to develop solutions that improve semiconductor manufacturing yield, reliability, and quality. Advantest has created a real-time data infrastructure (RTDI), called ACS that transforms testing. proteanTecs is pioneering deep data analytics for advanced electronics monitoring, while PDF Solutions is a leading provider of comprehensive data and analysis solutions for the semiconductor ecosystem. Together, they aim to address challenges for common customers, like increasing complexity, shrinking process nodes, and demand for higher quality control in order to minimize cost and expedite time to market. The collaboration leverages AI and ma...2023-05-2430 min
Advantest Talks SemiThe Future of Display Technology: Micro LED RevolutionIn this episode of Advantest Talks Semi, we dive into the world of Micro LED technology, a cutting-edge display innovation set to transform the way we interact with digital content. Join host Keith and expert Kotaro Hasegawa from Advantest (Applied Research & Venture Team Lab leader in Japan) as they discuss the evolution of display technology, the advantages of Micro LED over LCD and OLED, and its potential applications in AR, VR, and beyond. They also explore the challenges faced by Micro LED in manufacturing, cost, and testing, as well as the breakthrough approaches that could accelerate its a...2023-03-2813 min
Advantest Talks SemiInterview with ChatGPT: Find out if it knew semiconductors like the back of its circuit!In this electrifying episode of the latest podcast, our virtual guest ChatGPT takes us on a thrilling journey through the world of semiconductors. Discover the fascinating uses of these tiny components in a variety of industries and learn how ChatGPT navigates the delicate balance between performance and reliability to ensure the safety and efficiency of our systems.From aerospace and defense to gaming and artificial intelligence, ChatGPT showcases the critical importance of semiconductors in today's high-tech world and what challenges come with them. We chat about how these mini marvels must operate under extreme conditions, delivering accurate...2023-03-0624 min
Advantest Talks SemiNavigating the Semiconductor Slowdown: Insights on the Industry in 2023Get the inside scoop on the slowdown in the semiconductor industry and what to expect in 2023 with our distinguished guest, Malcolm Penn, CEO of Future Horizons, and one of the most experienced experts in the semiconductor industry. In this episode of ‘Advantest Talks Semi’ we dive into the forecasted contraction of the semiconductor industry, the impact of Covid-19 and the shift towards electric vehicles. We talk about the forecast for the memory market and the investments being made in the name of national security. We will answer the question of why the memory market will give a...2023-01-2724 min
Advantest Talks SemiExtreme Ultraviolet (EUV) lithography: Going beyond 2nmProducing the world's most complex and advanced semiconductors isn't rocket science; it's far more difficult and getting tougher. For example, today's most advanced AI devices are made using a 5nm process. 5nm, which in layperson's terms, is equivalent in size to two DNA strands. Imagine somehow placing billions of strands of DNA in an exact and elaborate pattern, 100 layers high, in an area that's the size of a thumbnail. In short, that is the challenge semiconductor manufacturers face when producing the most advanced AI chips. Production of today's most advanced chips uses a cutting-edge technology called: Extreme Ul...2022-12-1424 min
Advantest Talks SemiMore than Moore or More Moore? Here is what’s next!What's Next in the Future of High-Performance Computing? In this episode, experts will discuss the plans for the coming era of computing and will reveal how the semiconductor industry is continuously evolving to address the looming high performance compute challenges -- moving us beyond Moore's Law. Listen in as John Shalf, Department Head for Computer Science at Lawrence Berkeley National Laboratory, and former deputy director of Hardware Technology for the Department of Energy Exascale Computing Project, helps us uncover how the semiconductor industry will revolutionize HPC over the next decade. Thanks for tuning in to "Ad...2022-09-2637 min