There’s no guest this week, which is just as well as they didn’t have enough cameras to record three people anyway. The lads start by examining the many ways America is trying to starve China of access to semiconductors. That inevitably involves Huawei, which is the main proxy for this initiative, and they eventually move on to discuss Europe’s hesitance to do what the US tells it regarding Huawei, before concluding with the latest signals concerning the telecoms recession.

US vs China, Huawei and telecoms recession

Dr. Laurie E. Locascio, U.S. Under Secretary of Commerce for Standards and Technology and director of the National Institute of Standards and Technology (NIST), reflects on the implementation of the bipartisan CHIPS and Science Act which appropriated over $52 billion for semiconductor manufacturing, research and development, and workforce training and education. 

In conversation with Karen Horting, executive director and CEO of the Society of Women Engineers, Dr. Locascio discusses how this legislation is shaping the future of the U.S. semiconductor industry and why organizations like SWE are essential to its success.

Dr. Locascio shares insights on workforce development and efforts to increase the representation of women and underrepresented groups in STEM, including apprenticeships, upskilling, retraining, and returnships.

Ep 288: CHIPS Act Update With Dr. Laurie E. Locascio of the U.S. Department of Commerce

"Analysis requires a mindset and an approach that is willing to handle lots of uncertainty and is able to imagine outcomes that are both very good and very bad and not necessarily linear." In celebration of Alger's 60th anniversary, we present part two of a special interview with Chief Investment Officer Dan Chung, reflecting on his 30-year journey with the firm. In this conversation, Dan discusses Alger's long-term focus on fundamental research and the continuing importance of investing in innovation.

A 60 Year Focus on Fundamental Research

"The strategy brings research and development and intangibles out of the shadows of financial statements and allows investors to find potentially attractive investments." Alger Director of Market Strategy Brad Neuman discusses the recently launched top-down strategy created in conjunction with Russell, and how it may create opportunities to directly invest in rapidly accelerating innovation.

Introducing the Alger Russell Innovation Strategy

https://upload.wikimedia.org/wikipedia/commons/2/20/Moerdijk_industrieterrein_.jpg

fun day out at the industrial plant

Wu, Min Hsuan (Ttcat) is the co-founder and CEO of the Taiwanese public organization "Doublethink Lab." He focuses on exposing Chinese information operations online and identifying the common mechanisms behind them. With the onset of Russia's full-scale invasion of Ukraine, he became interested in how Chinese and Russian propaganda collaborate. After Putin's speech declaring Russia's intentions to invade Ukraine in February 2022, Ttcat saw the transcript of the speech in Chinese, word for word, just an hour later. At first, he thought it was a fake and that the speech was written by the Chinese. It contained the same propaganda narratives China uses regarding Taiwan. Specifically, Putin claimed that Ukraine wasn't a real country. But for China, Taiwan is not a real state either, Ttcat points out. This translation wasn’t a fake but evidence that, in essence, Russian and Chinese propaganda narratives are identical.

Journalist Angelina Kariakina talks to Ttcat about the main narratives of Chinese propaganda within Taiwan, how they have changed, how the residents of Taiwan currently view China, what they want, and how this country managed to make a technological breakthrough.

Do you like our podcast? Support the Public Interest Journalism Lab with a Donation
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Majority of the Taiwanese People Doesn't Want to Unite with People's Republic of China | Ttcat

"I like to say when software writes software, innovation becomes exponential. And I think we’ve never lived through exponential innovation as a society." Alger Portfolio Manager Dr. Ankur Crawford discusses the Concentrated Equity strategy and how it may provide investors with a direct conduit to Alger's highest conviction ideas on the theme of innovation.

A Closer Look: Alger Concentrated Equity Strategy

Middle East AI News Minute - an artificial intelligence news roundup - brought to you by Carrington Malin - Marketing for an AI First World. In this podcast: SDAIA has trained over 779,000 in AI & data; NEOM invests in US Edge AI chip startup MemryX; Lucid & KAUST agree joint R&D.


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"The inefficiencies outside the U.S. are significant. International markets are more fragmented and offer opportunities that are very exciting. Even when macros are against us, we’re finding businesses that we want to own." The Alger Redwood team takes a deep dive into international opportunities that U.S. investors may be missing.

Beyond Borders: Finding Growth Outside the U.S.

Uzayda malzeme üretme hayali, bilim kurgu filmlerinden çıkıp gerçeğe dönüşüyor! Britanyalı Space Forge şirketi, uzayın benzersiz koşullarından faydalanarak Dünya'da üretilmesi zor veya imkansız olan yüksek performanslı malzemeler, özellikle de yarı iletkenler ve kristaller üretmeyi hedefliyor.

Bu iddialı alandaki çalışmalarını hızlandırmak için Space Forge, kısa süre önce tamamladığı A Serisi yatırım turunda tam £22.6 milyon (yaklaşık 30 milyon dolar) gibi devasa bir fon topladı. Bu yatırım turuna liderlik eden isim ise oldukça dikkat çekici: NATO İnovasyon Fonu.

Peki neden uzayda üretim ve neden NATO bu işin içinde?
• Uzayın Avantajları: Uzaydaki ağırlıksızlık (mikro yerçekimi) gibi koşullar, Dünya'da yaşanan kusurları azaltarak çok daha saf ve yüksek performanslı kristaller elde etmeyi mümkün kılıyor.
• Kritik Malzemeler: Bu kusursuz malzemeler, yapay zeka, elektrikli araçlar, kuantum hesaplama ve savunma sistemleri gibi geleceğin teknolojileri için hayati önem taşıyor. Hatta British Telecom (BT), uzayda yetiştirilen kristallerin 5G kulelerinin enerji tüketimini azaltma potansiyelini test etti.
• Stratejik Önem: Özellikle yarı iletken tedarikindeki küresel endişeler artarken, Space Forge gibi şirketler yerli ve dayanıklı malzeme kaynakları oluşturma potansiyeli sunuyor. NATO'nun desteği de tam olarak bu stratejik hedeflerle örtüşüyor: Avrupa'nın uzaya erişimini, tedarik zinciri bağımsızlığını ve uzun vadeli direncini artırmak.

Bu yeni fon, şirketin yeni nesil geri dönebilir üretim uydusu ForgeStar-2'nin geliştirilmesini hızlandıracak ve bu yıl fırlatılması planlanan ilk yörünge içi gösteri görevi ForgeStar-1'i destekleyecek. Space Forge, uzayda ürettiği malzemeleri 'uzaydan gelen Mary Poppins' adını verdikleri özel paraşüt benzeri yapılar ve Pridwen ısı kalkanı gibi teknolojilerle güvenli bir şekilde Dünya'ya geri getirmeyi hedefliyor.

Uzayda üretim kolay değil, hatta CEO Joshua Western'a göre 'çok zor' ("bloody hard"). Şirket ilk görevinde bir uydu kaybetmiş olsa da, bu yeni yatırımla ForgeStar-1 görevi ("The Forge Awakens" - Uyanış Gücü) ile yeniden denemeye hazırlanıyor.

Bu podcast'te, Space Forge'un heyecan verici yolculuğunu, uzayda üretimin potansiyelini, bu devasa yatırımın detaylarını ve geleceğin teknolojileri için neden bu kadar önemli olduğunu konuşuyoruz.

Hemen dinleyin ve uzay teknolojisinin geleceğine bir yolculuk yapın!
#UzayTeknolojileri #SpaceTech #UzaydaÜretim #InSpaceManufacturing #SpaceForge #NATO #NATOInnovationFund #Yarıİletkenler #Semiconductors #Gelecek #Technology #Podcast #Inovasyon #SavunmaSanayii #Microgravity

Uzayda Üretim Gerçek Oluyor Mu? Britanyalı Space Forge NATO Desteğiyle 30 Milyon Dolar Topladı! 🚀

The Middle East AI News Minute gives you a daily one-minute daily briefing on the top AI-related stories coming out of the Middle East. If you are a busy technology, business or government leader who want to get a quick update, then this is the podcast for you.

welcome to the #crashout #zone

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Welcome to Diverse, a podcast by the Society of Women Engineers. SWE gives women engineers a unique place and voice within the engineering community. On Diverse, we highlight incredible thought leaders and personalities in the STEM community and discover who they are at home, at work and in between.

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.

The Alger Podcast features Alger Investment Professionals and Industry Experts, giving timely market and sector updates. For more information, visit: www.alger.com

New tracks tagged #semiconductors