Este episodio te sumerge en la historia de una de las frases más célebres de Silicon Valley: "Real Men Have Fabs" ("Los hombres de verdad tienen fábricas"). Descubre cómo Walter Jeremiah "Jerry" Sanders III, cofundador de Advanced Micro Devices (AMD), acuñó esta provocadora declaración en los años 90 como un ataque directo a los competidores emergentes sin fábricas (fabless). Para Sanders, poseer y controlar las plantas de fabricación de semiconductores, conocidas como "fabs", no era solo una estrategia, sino una declaración de seriedad, poder y compromiso en la industria, apoyada por un modelo de Fabricante de Dispositivos Integrados (IDM) que dominó la época.

"Real Men Have Fabs": Una Saga de Chips, Gigantes y Geopolítica

Americká inflace se drží nízko, a tak je Fed pod tlakem na snížení sazeb. Trump v celní válce s Čínou na poslední chvíli oddálil platnost vysokých cel. Na Wall Street hýbou náladami výsledky AMD, Uberu a Duolinga. Na domácí scéně reportoval ČEZ a spekuluje se o IPO CSG. A do toho přišlo nečekané smíření Donalda Trumpa se šéfem Intelu. 

Týdenní výhled: Americké čipy pro Čínu, Uber a Duolingo v pasti skepse a české IPO za 30 mld eur

This bonus episode of the pod comes courtesy of Pierre’s travel challenges and features returning special guest Gabriel Brown, Analyst at Heavy Reading. After reflecting on the circumstances that enabled this pod, as well as some of the stuff the lads have been up to recently, they get into a recent piece of research published by Brown stating that ‘5G standalone (SA) is set to scale worldwide’. A key question concerns the broader significance of 5G SA, which leads to musings on the nature of technological progress and best how to communicate that to the market. They eventually move on to talk about Intel’s struggles as they affect the telecoms industry, before concluding with a look at US President Trump’s increasingly forceful interventions in the tech industry. 

5G SA, Intel and Trump

La settimana si è chiusa in positivo per i mercati azionari globali, con rialzi guidati da small cap statunitensi, Europa e Cina. In evidenza Intel: secondo indiscrezioni, l’amministrazione Trump sarebbe pronta a entrare nel capitale del colosso dei semiconduttori, a sostegno dei piani per lo sviluppo di un polo manifatturiero in Ohio. Sul piano geopolitico, il colloquio fra Trump e Putin ha riacceso le speranze di un cessate il fuoco e di un possibile accordo di pace.

Sul fronte macroeconomico, l’inflazione statunitense resta al centro dell’attenzione. Se il dato sui prezzi al consumo è risultato migliore delle attese, a sorprendere è stato l’indice dei prezzi alla produzione, balzato dello 0,9% mensile contro lo 0,2% previsto. Un aumento legato alle tariffe, che potrebbe tradursi in pressioni sui margini aziendali o in un rialzo dell’inflazione al consumo. In questo contesto, i dati sulle vendite al dettaglio e le trimestrali di colossi come Walmart, Target e Home Depot offriranno indicazioni cruciali sulla tenuta dei consumi. Walmart, in particolare, arriva all’appuntamento con un P/E di 36 volte, per la prima volta superiore a quello di Amazon.

Le valutazioni di mercato restano elevate: l’S&P 500 tratta con multipli superiori alla media storica, ma ancora inferiori dell’8% rispetto ai picchi del 2000. Opportunità emergono però in settori penalizzati, come l’healthcare, e nelle small cap value, a sconto rispetto alle medie storiche. In Cina, l’azionario ha guadagnato il 32% nell’ultimo anno, raggiungendo i massimi decennali.

Il simposio di Jackson Hole sarà ora decisivo per chiarire le prossime mosse della Fed, con i mercati che scontano già un taglio dei tassi a settembre. In uno scenario incerto, la selettività negli investimenti resta la chiave per affrontare i futuri scossoni di mercato.

Difensivi come áncora di stabilità per i portafogli

In this episode, Edd Hall discusses the latest developments in cybersecurity and technology. From critical Microsoft update issues and AI zero-click exploits to major data breaches affecting Allianz Life, New York Business Council, and TPG/iiNet, we cover the risks facing individuals and organizations today. Edd also explores ransomware attacks in the pharmaceutical sector and vulnerabilities discovered in GPT-5, highlighting the growing importance of proactive security measures and careful technology deployment.

Microsoft Update Issues, Allianz Life Breach, and GPT-5 Vulnerabilities

This week Google drops a new series of devices including Pixel phones, watches and true wireless ear buds.
Plus, we find out more about AI and the science of longevity with our special guest Kennedy Schaal, CEO & founder of Rejuve.

Google gets smarter with the Pixel 10 and Rejuv's Kennedy Schaal on longevity

Charles Fain Lehman, Jesse Arm, Judge Glock, and Renu Mukherjee discuss President Trump’s threat to send National Guard troops to Chicago, Baltimore, and New York; the government’s stake in Intel; and New York City mayoral candidate Zohran Mamdani’s attempt to bench press 135 pounds. 

Will Trump Deploy the National Guard to Other Cities?

8/28/2025
prod. 3818
speak of the Holy pentium

lyrics:
Waste a beat, say its a joke
never understand and you never fuckin dou

Huh, Waste a beat, say its a joke
Sketched my future R&D was too slow

Line width tight but my focus is loose
Double pattern lies tied upon a noose
Moore litigation
Gone to cremation

Pulled back hard from the process lead
Lost the edge, stare at TSMC
Got stuck in a backward crawl
Scale slow, aayoulet it all fall
Alright right, Inside Inside

Well, EUV came, you missed that win
Intel inside, it’s deepfake skin
Crash out — back in ‘08 you did  
Everyone laughed, you ate that loss
3% gain, they all got tossed
Engineers wept, the beams got rocked

3% gain, they all got tossed
Reticle broke, my tools interlocked
Litho dreams in my R&D trap
Rap some lyric, there always bad

inteL

Der Chip Hersteller intel entlässt 24.000 Mitarbeiter. Die Zeichen stehen auf Sturm. Neben dem Kampf der Prozessorarchitekturen gibt es einen Handelskrieg zwischen dem Westen, dem Osten und den BRICS-Staaten.
Es geht um Unabhängigkeit (Decoupling) und die erste AGI, die die Welt verändern wird.
-
✘ Werbung:
Mein Buch Politik für Wähler ► https://amazon.de/dp/B0F92V8BDW/
Mein Buch Katastrophenzyklen ► https://amazon.de/dp/B0C2SG8JGH/
Kunden werben Tesla-Kunden ► http://ts.la/theresia5687
Mein Buch Allgemeinbildung ► https://amazon.de/dp/B09RFZH4W1/
-
Q1 ► https://www.mintellity.com/itnews/ein-ueberblick-ueber-zhaoxins-neueste-x86-cpu-den-kx-7000
Q2 ► https://www.hardwareluxx.de/index.php/news/hardware/prozessoren/66454-loongson-3c6000-chinas-server-prozessor-kommt-nun-mit-64-kernen.html
Q3 ► https://www.golem.de/news/mit-loongson-3a6000-unser-ueberraschend-guter-made-in-china-pc-2501-192858.html
Q4 ► https://www.sfa-oxford.com/market-news-and-insights/china-imposes-export-controls-on-key-rare-earths/ 
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Schnittrechner ► https://youtu.be/kdpd-mmBhzk
1 Jahr Linux ► https://youtu.be/ckHdcunS2aA
Mein NAS ► https://youtu.be/qMM3ueQjUPM
AMD 80% US-Markt ► https://youtu.be/-6CpxuoObRY
AMAZON Top 100 CPU Liste ► https://www.amazon.com/Best-Sellers-Computer-CPU-Processors/zgbs/pc/229189
PC Schnüffelei ► https://youtu.be/YI1tSmsBb4w
xAI Rechenzentrum ► https://youtu.be/Jf8EPSBZU7Y
Demokratisierung des Kriegs ► https://youtu.be/O2LgTiiwtYA
-

Kampf um IT-Vorherrschaft – Intel, AMD, NVIDIA – x86, ARM, RISC-V -  USA, CHINA, BRICS

Your hosts Addison Snell and Doug Eadline are back to talk about 'the artful deal' between Intel, NVIDIA, and The White House.

TWIHPC Episode 386 - When Grants Aren’t Grants… and Tariffs Aren’t Tariffs

Each week, Intersect360 Research CEO Addison Snell and a knowledgeable guest dissect the week's top HPC stories. This Week in HPC is Copyright Intersect360 Research.

Benvenuti a Navigare i Mercati, il podcast di Pharus che ogni settimana vi aggiorna in pochi minuti sui mercati finanziari europei, americani ed emergenti, con particolare attenzione alla politica monetaria, ai tassi di interesse, ad azioni e obbligazioni da tenere monitorate. 
Il tutto per fornire indicazioni su come investire oggi, ma con obiettivi chiari e specifici che portino a risultati concreti nel medio e lungo termine.

The Daily HEAL Security Dispatch Podcast is a leading source for up-to-the-minute news and deep insights in the realm of healthcare cybersecurity and threat intelligence. 

At the heart of HEAL Security's vision is the commitment to equipping organizations and individuals with rapid, contextually rich cybersecurity updates, establishing itself as a pivotal force in unifying practice and data against the ingenious tactics of criminal and malicious entities. HEAL Security is fervently devoted to constructing a robust resource and community that champions the defense of the healthcare sector against the growing cyber threats from organized crime groups and antagonistic nation-states. Our core focus encompasses the protection of vital IT infrastructures, the security of sensitive patient and clinical information, the safeguarding of critical healthcare systems, and the assurance of continuous, undisturbed patient care services.

Inspirace pro Vaše investice. Podcasty retailové jedničky mezi brokery Patria Finance, jejíž součástí je respektovaný ekonomický a investiční portál Patria.cz. Zaposlouchejte se do investičních tipů, tržních výhledů, investičního vzdělávání a osvěty nebo rozhovorů se zajímavými osobnosti světa investování i byznysu.

新しい半導体リソグラフィーウェーハステッパーを組み合わせて、かわいい日本の女子高生の未来を救おう !!!!

Once a week we get together in a studio somewhere in London to take the piss out of telecoms and technology for an hour or so.

Technology news from Ireland to the world

Sie finden hier die Audio-Tracks meines UnterBlogs auf YouTube, die sich für einen PodCast eignen. Ein größerer Teil der Vids (Outdoor + viele Diagramme) ist nur über https://YouTube.com/UnterBlog verfügbar.

New tracks tagged #intel