Semiconductors Videos

Why You MUST Own ARM: The Silent AI Licensing Giant!
VideoJun 9, 2026

Why You MUST Own ARM: The Silent AI Licensing Giant!

The video spotlights Nvidia’s unprecedented move into the PC market using a chip built on ARM’s architecture, arguing that this validates ARM’s central role in AI hardware. Because each ARM‑based processor generates royalty payments, Nvidia’s PC launch translates into a new...

By Hypergrowth Investing
Inside AI's Optical Revolution
VideoJun 9, 2026

Inside AI's Optical Revolution

At Computex in Taipei, the world’s premier AI‑hardware showcase, reporters highlighted a fundamental shift in data‑center architecture known as optical transformation or co‑package optics (CPOS). Traditional AI switches, such as Nvidia’s, relied on copper interconnects and external transceivers to move data...

By Nikkei Asia
"RISC-V Is Now" Andrea Gallo on Why 2026 Is a Pivotal Year | RISC-V Summit Europe 2026
VideoJun 9, 2026

"RISC-V Is Now" Andrea Gallo on Why 2026 Is a Pivotal Year | RISC-V Summit Europe 2026

At the RISC‑V Summit Europe in Bologna, CEO Andrea Gallo declared 2026 “the year RISC‑V is now,” highlighting unprecedented funding, new board members, and the ratification of the server platform specification. Gallo cited $400 million invested in Scifi and $250 million in Accelera,...

By RISC‑V International
USB 3.1 to Gigabit Ethernet Adapter Hardware Design - Phil's Lab #174
VideoJun 8, 2026

USB 3.1 to Gigabit Ethernet Adapter Hardware Design - Phil's Lab #174

The video walks through design of a USB‑3.1 to Gigabit Ethernet adapter PCB built around Microchip’s LAN780 transceiver, showing how a simple, bus‑powered board can deliver 1 Gbps Ethernet over a USB‑C/Type‑B connection. The schematic is minimal – a 5 V USB input,...

By Phil’s Lab
Chips Run AI, Anthropic Warns and Data Center Pushback Grows | Techstrong Gang
VideoJun 8, 2026

Chips Run AI, Anthropic Warns and Data Center Pushback Grows | Techstrong Gang

TechStrong announced the launch of TechStrongSemi.com, a dedicated platform for semiconductor coverage that dovetails with Futurum’s research and media assets. The new site consolidates CEO interviews, analyst forecasts, and technical deep‑dives into a single, publicly accessible hub while reserving premium,...

By Techstrong TV (DevOps.com)
How to Design a USB-C Power Supply (5V–28V) in 3 Hours | Full Tutorial | EasyEDA
VideoJun 8, 2026

How to Design a USB-C Power Supply (5V–28V) in 3 Hours | Full Tutorial | EasyEDA

The video walks viewers through building a USB‑C power‑supply board that delivers 5 V to 28 V, using only a web browser and EasyEDA’s Pro edition. No local software installation is required; users create a new project, name schematics and PCB files,...

By Robert Feranec
The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone
VideoJun 6, 2026

The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone

The podcast examines whether the AI‑driven surge in memory‑chip equities in South Korea and Taiwan constitutes a bubble. Host Maxy interviews analyst Michael Fritzell, who points to soaring index returns—Korea’s EWIs up roughly 255% versus Taiwan’s 112%—and profit forecasts that...

By Monetary Matters Network
The Future of Ultrafast Materials and Devices
VideoJun 5, 2026

The Future of Ultrafast Materials and Devices

The Stanford Engineering episode explores the frontier of ultrafast materials, focusing on the fundamental trade‑off among speed, energy cost, and reliability in atomic‑scale processes. Host Russ Altman and Professor Aaron Lindenberg discuss how dynamic, non‑equilibrium materials—those that change under light,...

By Stanford Engineering
Why AI Chipmaker Stocks Are Taking a Dip
VideoJun 5, 2026

Why AI Chipmaker Stocks Are Taking a Dip

The video examines why shares of AI‑chip leaders Broadcom and Nvidia are slipping even as they project record‑high revenues. Broadcom reiterated a $100 billion AI‑chip sales target for the next fiscal year, yet its stock dropped after earnings. Nvidia enjoyed a brief...

By Wall Street Journal (WSJ)
Linque CEO Samarth Vadia: Bringing Programmable Silicon Photonics to the Data Center
VideoJun 5, 2026

Linque CEO Samarth Vadia: Bringing Programmable Silicon Photonics to the Data Center

Linque CEO Samarth Vadia outlined the company’s mission to bring programmable silicon photonics chips to AI‑focused data centers. The startup, a spin‑off from LMU Munich, recently won an NSTC prize that opens doors to Taiwan’s semiconductor and photonics ecosystem, providing...

By EE Times
Chip Sanctions Backfire
VideoJun 4, 2026

Chip Sanctions Backfire

The video examines how recent U.S. export restrictions on advanced semiconductors have backfired, creating a robust Chinese chip‑making ecosystem instead of curbing demand. By blocking access to cutting‑edge technology, Washington hoped to stall China’s progress, but the policy merely redirected...

By Paul Asadoorian
Netrasemi Brings Up A2000 AI Chip, Begins Customer Evaluation Phase
VideoJun 4, 2026

Netrasemi Brings Up A2000 AI Chip, Begins Customer Evaluation Phase

Nitra Semi announced the successful bring‑up of its flagship A2000 AI chip, an 8‑GB system‑on‑chip now entering the customer evaluation phase. The company highlighted the milestone as proof of years of in‑house IP development and a stepping stone toward a...

By EE Times
Even Though U.S. AI Chips Outperform the Chinese, Huawei Is Taking over the Market
VideoJun 4, 2026

Even Though U.S. AI Chips Outperform the Chinese, Huawei Is Taking over the Market

Nvidia CEO Jensen Huang has effectively conceded China’s domestic AI chip market to Huawei, even as U.S. AI chips remain roughly five times more powerful than Huawei’s best offerings. China’s AI chip market is currently around $21 billion and is...

By The Prof G Pod
U.S. Confronts The Hidden Risk Of Chinese Circuit Boards Fundamental To AI Chips
VideoJun 3, 2026

U.S. Confronts The Hidden Risk Of Chinese Circuit Boards Fundamental To AI Chips

The video examines how the United States depends on Chinese‑made printed circuit boards (PCBs) for everything from iPhones to Nvidia AI servers, and why that reliance is now a national‑security concern as AI and defense demand explode. U.S. PCB production has...

By CNBC (main)