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SID 0004 Advanced Energy

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Manage episode 121537357 series 108529
Content provided by William W Baker, Bill Baker, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William W Baker, Bill Baker, and CFA 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.

In 1965 Gordon Moore, co-founder of Intel, made an astounding prediction that transistor density on chips would double roughly every two years. But few know that at the same time he warned chip fabricators would hit a wall when the geometries involved became as small as atoms or particles themselves. IN this podcast, Bill Baker, CFA, describes how this nimble provider of precision power equipment has bucked a morose trend in the semiconductor industry and gained market share among a field of barely profitable competitors. He also explains why industrial power equipment markets are being targeted by the management of Advanced Energy.

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39 episodes

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SID 0004 Advanced Energy

Stocks-in-Depth

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Manage episode 121537357 series 108529
Content provided by William W Baker, Bill Baker, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William W Baker, Bill Baker, and CFA 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.

In 1965 Gordon Moore, co-founder of Intel, made an astounding prediction that transistor density on chips would double roughly every two years. But few know that at the same time he warned chip fabricators would hit a wall when the geometries involved became as small as atoms or particles themselves. IN this podcast, Bill Baker, CFA, describes how this nimble provider of precision power equipment has bucked a morose trend in the semiconductor industry and gained market share among a field of barely profitable competitors. He also explains why industrial power equipment markets are being targeted by the management of Advanced Energy.

  continue reading

39 episodes

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