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14 results for “semiconductors”
Topic7 mentions across episodes
Semiconductors
Product2 mentions across episodes
semiconductors
...semiconductors. I mean, I was looking for the right hook. And, you know, Britton, I think you bring that up. I was prepared to make some joke. Like, wait. You guys know something about semiconductors? I think TSMC is like a top three position for you
44:51 / 46:02
from transcript44:51 – 46:02
...of semiconductors. Right? So there's a lot of semiconductor makers that are on the digital space, on the leading edge. Right? They're making three nanometers and on, and these are the high compute functions. And there's other semiconductor makers tha
45:46 / 47:06
from transcript45:46 – 47:06
...for semiconductors and for chips. And the defense department agrees because they're concerned for national security reasons, and Noyce and the government effectively partner because they their interests at that moment are overlapping. We get somethin
13:54 / 15:24
from transcript13:54 – 15:24
...for semiconductors. That wasn't the case before. I believe before Fairchild, people were using germanium to make semiconductors, which is a rare precious metal. Yep. National would actually go on later to acquire Fairchild. And, Ben, do you know who
25:30 / 26:33
from transcript25:30 – 26:33
...of things are semiconductors. Germanium was the main material for a while, but, like, germanium is expensive and rare. So it can make sand. I think it's, like, the second most plentiful, minable element on Earth. Yeah. I mean, it's sand. Right? Yeah.
21:40 / 22:57
from transcript21:40 – 22:57
...of things are semiconductors. Germanium was the main material for a while, but germanium is expensive and rare. Silicon made in sand. I think it's like the second most plentiful, minable element on Earth. Yeah. I mean, it's sand. Right? Yeah. There's
22:26 / 23:30
from transcript22:26 – 23:30
with three prongs coming out of it. And those three prongs will save the technical names, basically have an input and output, and something that controls the input and the output. It's a switch. It has two purposes. The first of which is being a swit
21:40 / 22:45
from transcript21:40 – 22:45
“I would say that the deeper in the stack that you go, the greater the American advantage. On models, most people would say our models are maybe six months ahead of Chinese models. You look at chips maybe two years ahead. You go to semiconductor manufacturing equipment, it could be like five years.”
Well, I I I think that in general, we're ahead, of China. There's different layers of the stack. So you've got the the the models, then you've got the chips, and, you know, then you've got the chip ma
22:51 / 23:32
Business Mechanics22:51 – 23:32
“There was a 200 page Biden diffusion rule - 200 pages of regulations on the export of semiconductors. We were turning the AI industry models and chips into a highly regulated industry. And the first thing President Trump did his first week in office was rescind all of those initial regulations. The thing that really makes Silicon Valley special is this concept of permissionless innovation.”
...export of semiconductors. So we were turning the the AI industry models and chips into a highly regulated industry. That was that was basically the direction that Washington was going in. And the firs
36:38 / 37:14
Bold/Contrarian36:38 – 37:14
...semiconductors. Germanium was the main material for a while, but, like, germanium is expensive and rare. So it can make sand. I think it's, like, the second most plentiful, minable element on Earth. Yeah. I mean, it's sand. Right? Yeah. Well, so ther
22:27 / 23:35
from transcript22:27 – 23:35
Intel's trying to compete at that top end, and you've seen what's going through. So if you think about it, there are three different countries with potential barriers in between them. What I do see is there will be carve outs when it comes to importa
12:47 / 13:53
from transcript12:47 – 13:53
So, usually, the assumption is, oh, you just design something and then you connect it up with wire on chip. But, usually, the majority of the efficiency gain is how efficiently you move data from processor to processor, from processor to memory. And
6:48 / 7:50
from transcript6:48 – 7:50
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