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Content provided by Lux Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lux Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
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Intel, chips and America’s future
Manage episode 500029513 series 3337582
Content provided by Lux Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lux Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
By now, we’re all familiar with the crisis that has faced America’s chip manufacturing industry. Intel remains the last bastion of homegrown chips (if we exempt new developments from TSMC and Samsung). Yet, Intel’s stock has been bludgeoned, down more than 55% over the past five years as Nvidia skyrocketed about 1,475% in the same period. What would it take to rebuild America’s chip capacity? Do we have a chance to build our own TSMC?
That’s the question that Kyle Harrison has been asking. He’s a general partner at Contrary Capital, and alongside his co-author Maxx Yung, the two wrote a new blockbuster report called, “Building an American TSMC.” It’s a magisterial look at the accidental history, enervating present and intricate future of semiconductor fabrication in the United States, and what it would really take to maintain and grow this critical capability.
Kyle and host Danny Crichton talk about Intel’s recent and historical woes, how to avoid another massive manufacturing failure like General Electric and Boeing, the complex barriers to entry in the semis market, and finally, why ecosystem development particularly around specialized labor is so crucial to protect.
166 episodes
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Manage episode 500029513 series 3337582
Content provided by Lux Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lux Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
By now, we’re all familiar with the crisis that has faced America’s chip manufacturing industry. Intel remains the last bastion of homegrown chips (if we exempt new developments from TSMC and Samsung). Yet, Intel’s stock has been bludgeoned, down more than 55% over the past five years as Nvidia skyrocketed about 1,475% in the same period. What would it take to rebuild America’s chip capacity? Do we have a chance to build our own TSMC?
That’s the question that Kyle Harrison has been asking. He’s a general partner at Contrary Capital, and alongside his co-author Maxx Yung, the two wrote a new blockbuster report called, “Building an American TSMC.” It’s a magisterial look at the accidental history, enervating present and intricate future of semiconductor fabrication in the United States, and what it would really take to maintain and grow this critical capability.
Kyle and host Danny Crichton talk about Intel’s recent and historical woes, how to avoid another massive manufacturing failure like General Electric and Boeing, the complex barriers to entry in the semis market, and finally, why ecosystem development particularly around specialized labor is so crucial to protect.
166 episodes
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Similar to Riskgaming
We already have many of the climate solutions we need. But scaling them is hard. The Green Blueprint is a show about the people who are architecting the clean economy. Every other week, host Lara Pierpoint profiles the founders, investors, and organizational leaders who are solving complex challenges in the quest to build climate technologies fast.
…
continue reading
Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
…
continue reading
A podcast for developers interested in building great software products. Every episode, Adam Wathan is joined by a guest to talk about everything from product design and user experience to unit testing and system administration.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
We help founders make something people want.
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
