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12 results for “hardware investing”
Topic4 mentions across episodes
hardware
Concept2 mentions across episodes
hardware
Almost all of them indicated that this is not a possibility anytime in the near future. There's one exception, which is a company we spoke to called Protocase, And Protocase is part of, another company that makes enterprise and server equipment calle
41:56 / 43:00
from transcript41:56 – 43:00
rather than the old days of I'm gonna go build my computer, and I'm gonna go buy a motherboard, and I'm gonna buy a GPU, and I'm gonna slot it in the PCI slot and blah blah blah. Apple basically says, well, we've designed this logic board, and we've
1:17:55 / 1:19:02
from transcript1:17:55 – 1:19:02
Everyone else basically said that it's it is not feasible to bring manufacturing into The US for the products that they sell, and a lot of that comes from supply chain. So the best way for me to contextualize it is a motherboard. A motherboard is rou
42:45 / 43:45
from transcript42:45 – 43:45
And there's pockets of it elsewhere. The EDA guys have a a ton of IP as well. And, of course, as you make these chips, you need to emulate them to see if they actually work, hopefully, before you put them in the fab because that's really expensive. S
1:21:45 / 1:22:48
from transcript1:21:45 – 1:22:48
And you started to see this with the data from the census showed that we were making more investments in electronics fill facilities construction spend in 2023 and 2024 than we had in the last two decades combined. What about, like, actual, like, pro
33:43 / 34:53
from transcript33:43 – 34:53
...that they were investing in has downstream consequences too because now you're building out the supply chain necessary for the entire industry, and that spills over to some of the other facilities that are gonna come up online. We did have a statutor
8:14 / 9:21
from transcript8:14 – 9:21
methodologies and processes of manufacturing, you know, at this point integrated circuits in silicon and plumbing out these chips. It's super expensive to do this. Super cost capital intensive. So what TI and everybody else in the industry did when t
30:40 / 31:48
from transcript30:40 – 31:48
The leading edge companies, Apple, Nvidia, AMD, they all build a TSMC. TSMC gets better at what they're building. An Intel, a Samsung, they don't get the opportunities. It just compounds. And that flywheel, once it compounds and it compounds and it c
12:46 / 13:49
from transcript12:46 – 13:49
That's for a like, that's like, the base building blocking. Probably need to build multiple. Right? And so when you look at the industry, over the last you know, if I go back twenty, thirty years ago, there were twenty, thirty companies that could bu
1:42:45 / 1:43:49
from transcript1:42:45 – 1:43:49
systems with the highest amount of functionality with the fewest number of chips. Because every chip that you put in there added a whole lot of cost to the bill of materials. Yep. And not just on the raw costs, but on the assembly time. Soldering tak
15:38 / 16:45
from transcript15:38 – 16:45
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