chip shortage

This is our Friday show, and we’re talking about the week’s biggest startup and tech news. This time ’round we had Kirsten Korosec, Mary Ann Azevedo, and Alex Wilhelm on the job to chat through a massive pile of news:

• For everyone who listened to our fintech deep-dive, here are Affirm’s results.
• Deals of the Week: $105 million for May Mobility, $3.6 million for Mogul Club, and Microsoft’s latest startup wooing trend.
• WeWork is bankrupt, and we are Not Shocked.
• All things from OpenAI’s developer day, and how its latest news is a good example of platform risk.
• It’s raining IPOs! Here, there, everywhere!

And with that, we’re going to go rest for the weekend and come back Monday at full steam!

For episode transcripts and more, head to Equity’s Simplecast website.

Equity drops at 7 a.m. PT every Monday, Wednesday and Friday, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. TechCrunch also has a great show on crypto, a show that interviews founders and more!

Credits: Equity is hosted by TechCrunch's Alex Wilhelm and Mary Ann Azevedo. We are produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.

In this episode, Françoise speaks with Riko Radojcic, veteran semiconductor engineer-turned-novelist, about his 30-year career in the semiconductor industry, what inspired him to turn to fiction writing, and what he hopes to teach his readers about the exciting world of semiconductor device technology. 

 Ever since the chip shortage impacted your local car dealership, everyone in the world knows how critical semiconductor technology is to every person on the planet. They may not understand anything else about them. But the fact that they are critical to our everyday activities is clear. 

But before all this happened, one well-known 3D technology expert at Qualcomm felt a calling to teach the general public about the wonders of semiconductor chips and their capabilities through storytelling. 
 
 He left his career in engineering and set out to become a techno-thriller novelist, in which his heroes are semiconductor engineers who must save the world from imminent destruction. Kind of like we’re trying to do in real life. 

His name is Riko Radojcic, In this episode, he shares his journey as a semiconductor engineer, and talks about about his latest novel, Start-Up.

Learn more about Riko Radojcic and where to find his books here.

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Interested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more.

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It finally happened. In the words of the Ethereum Foundation, ETH is now “ready for its interstellar voyage,” having transitioned from proof of work to proof of stake. With no centralized authority insisting on a ship date, we’re witnessing a feat. We’re all wondering what comes next. 

The Great Debate about hybrid and remote work continues. Is the decentralized talent movement winning? What can we do to prevent cabin fever? What do government workers do with their laptops if they need to cross the border?

The semiconductor chip shortage hasn’t ended yet, but some companies seem to be hurting more than others. What gives?

We conclude with a reflection on the new Apple Watch—and whether it can actually save our lives.

Be sure to follow @mattkander and @benpopper on Twitter to keep the convo going.

Big thanks to Androidian who is our latest Inquisitive badge recipient for coming to Stack Overflow for 30 separate days, maintaining a positive question record.

Catch you all later.

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The secondary semiconductor equipment market has been under a strain as secondary tools have been in hot demand since the chip shortage began in 2020 impacting the entire semiconductor supply chain. Here to speak with Françoise about this are Bruce Kim and Jin Choi of SurplusGLOBAL. They are their company’s perspective, and the actions they are taking to address the situation.   

Kim talks about the growth of the secondary equipment market in Korea, where the company is based. He explains that the chip shortage has not only placed a demand on new tools but secondary tools because of the need to increase the capacity of legacy node chips. He talks about challenges facing companies who want to expand capacity. The main issue is the long lead times for new tools, so customers are turning to secondary equipment. There are also challenges with finding parts for legacy tools.  

To address these challenges, SurplusGLOBAL established its Semiconductor Equipment Cluster. Kim discusses the motivation for building it. He also talks about the company’s new global parts program to support customers around the world who struggle to find replacement parts for otherwise perfectly good tools that have years of life left in them. 
 
 Lastly, to support customers who need to optimize new processes but don’t have the spare lines to devote to them, they’ve launched an R&D Foundry program. Jin Choi leads this initiative and discusses it.  

Kim wraps up our discussion by talking about the role secondary semiconductor equipment can play in creating a more sustainable semiconductor ecosystem. 

To learn more about SurplusGLOBAL visit the website. 

or contact Bruce Kim, CEO, SurplusGLOBAL on LinkedIn. 

Become a sustaining member!

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Interested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more.

Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2023 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

With co-host Jill Ciminillo out on assignment this week, host Tom Appel and co-host Damon Bell start the show by discussing Honda's recently announced joint venture with Sony to produce pure-electric vehicles and other mobility services. We also talk about the redesigned-for-2023 Honda HR-V,  CR-V, and Pilot SUVs. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, joins us to give his insight on how car shoppers can navigate the current new-vehicle inventory crisis. Tom has a quiz on 1977-model-year cars for Damon, and Damon runs down the latest articles on the Consumer Guide Daily Drive blog--including a test-drive review of the redesigned-for-2022 Subaru WRX.   

How will technology influence geopolitics and geoeconomics in the Information Age? What might be the key drivers for nation-states to succeed in this technological era? Arjun Gargeyas talks to Anirudh Suri, the author of the book 'The Great Tech Game' for his insights on how technology will shape the global order in the coming decades.

Suggested reading:

The Promise of Power by Maya Tudor

Follow Anirudh on Twitter: https://twitter.com/AnirudhSuri

Check out Takshashila’s courses: https://school.takshashila.org.in/

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In our continued coverage of the chip shortage and actions being taken around the globe, this episode looks at the raw materials market, and how different aspects of it are impacting the semiconductor supply chain. Françoise speaks with Lewis Black, CEO of Almonty Industries, an international raw materials development company that mines tungsten – which is integral material in semiconductor chips and electronics. Tungsten gas used to create a nanolayer coating on the inner workings of semiconductor chips to make them dissipate heat better and run more efficiently. 

The conversation covers a lot of ground – how the shift to electric vehicles is increasing the need for semiconductor devices and how that impacts raw materials supply; the impact of the pandemic and the geopolitical situation; the US push to onshoring that is driving US domestic manufacturers to seek alternative choices to China and Russia for tungsten; as well as the importance of environmental social governance driving companies to more ethically sourced raw materials supplies. We also talk about the $52 billion expected to be dispersed once Congress passes the Chips for America Act.  

About Lewis Black: 

Lewis Black is CEO of Almonty Industries, a leading global company involved in the mining, processing, and shipping of tungsten concentrate, and has over 15 years of experience in the tungsten mining industry. From June 2005 to December 2007, he was Chairman and CEO of Primary Metals Inc. (“PMI”), a former TSX-V-listed tungsten mining company. Black also formerly served as head of sales and marketing for SC Mining Tungsten, Thailand. In addition, Black is well-versed in the global rare earths market, the current supply chain for those rare earths, and what’s to come in diversifying the supply chain as demand continues to increase. Connect with Lewis Black on LinkedIn. Learn more about Almonty. 

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Interested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more.

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In our latest Electronic Specifier Insights podcast, we spoke to Richard Fletcher, Managing Director at Ignys all about how to tackle chip shortages

 As we all know, events of the last two years that are beyond our control – such as the pandemic, geopolitical issues, trade wars, and the war in Ukraine - have had a significant impact on the semiconductor supply chain, sending us scrambling for workarounds and playing catch-up. What if we had been better prepared to proactively address these issues? At SEMI ISS Bindiya Vakil, Co-founder and CEO of Resilinc, presented a talk titled, Designing Risk-Ready Supply Chains for the Post-COVID World. In this conversation, Bindiya talks about the power of mapping and real-time monitoring of potential disruptions to create a robust supply chain. She says mapping and monitoring allow you to proactively outline the worst-case situations, collaborate with your suppliers, take deliberate action and protect knowns based on available information. 

Contact Bindiya Vakil

Become a sustaining member!

Like what you hear? Follow us on LinkedIn and Twitter

Interested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more.

Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2023 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

We spent the week of April 4-8 at the SEMI Industry Strategy Symposium, where industry leaders gathered to discuss the key issues facing the semiconductor industry, and set goals for the next year – and beyond. In this episode, Françoise talks with some of the market analysts who presented their 2022 projections: Jan Vardaman, of TechSearch International, Andrea Lati of TechInsights, and Bob Johnson, of Gartner. 

 This conversation touches on all the key points that are currently top of mind for the semiconductor industry, from the impact of the inflation, the pandemic, the geopolitical situation, and the global economy to critical supply chain shortages, the talent shortage, and more. Questions include: 

·       How will all of these headwinds impact 2022 projections? 

·       Will the industry really reach $1T in revenue by 2030, and what happens if we don’t? 

·       How should the $52B of the Chips Act Funding be allocated? 

·       When will we start to see the results of Intel’s IDM 2.0?

Contact the Speakers
Jan Vardaman, TechSearch International
Andrea Lati, TechInsights
Bob Johnson, Gartner

Become a sustaining member!

Like what you hear? Follow us on LinkedIn and Twitter

Interested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more.

Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2023 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

 SEMI’s annual Industry Strategy Symposium (ISS) took place April 4-7, 2022 at the Riz Carlton resort in Half Moon Bay, CA. The event usually takes place in January, but due to Omicron, was postponed at the last minute and rescheduled to April. This annual event is where industry leaders gather for mission-critical discussions that the strategies for the year ahead. Over the course of the week, we recorded six episodes, speaking to presenters and attendees about the hottest topics in the semiconductor industry. 

In this first episode, Françoise speaks with Kristian Yerygin, Chief Commercial Officer of Recycling Solutions, Ukraine. Yerygin attended ISS representing Arnox, a strategic waste and byproduct management company that is part of a Ukrainian steel conglomerate, and supplier of Neon, Xenon, and Krypton. These rare gasses are critical for lithography processes used in semiconductor manufacturing. Yerygin explains in detail the impact of the Russian invasion of Ukraine, the toll it’s taking on the steel industry, and subsequently the supply of Neon, Xenon, and Krypton. He explains what it could mean for the semiconductor industry and what semiconductor manufacturers need to do to prepare for an inevitable shortage of these rare gasses.

Contact Kristian Yerygin on LinkedIn.

Become a sustaining member!

Like what you hear? Follow us on LinkedIn and Twitter

Interested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more.

Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2023 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

Join economic expert John Suter, vice president, Economic Research at CFC, for his unique and easily digestible perspective on what you need to know.

The semiconductor shortages are still causing havoc with global supply chains so I'm running another episode dedicated to the topic.

In today's episode, I talk to Richard Barnett, CMO at SupplyFrame about the shortage.

We had a great conversation discussing SupplyFrame's recent acquisition by Siemens, some causes and consequences of the chip shortage, and how organisations can respond.

If you have any comments/suggestions or questions for the podcast - feel free to leave me a voice message over on my SpeakPipe page or just send it to me as a direct message on Twitter/LinkedIn. Audio messages will get played (unless you specifically ask me not to).

If you want to learn more about supply chain semiconductor shortages, don't forget to check out SAP's recently published Point of View paper on the topic, as well as my podcast with the author of the paper Jeff Howell.

And don't forget to check out the 2021 MPI research on Industry 4.0 to find out how to increase productivity, revenues, and profitability for your operations. This global study examines the extent to which manufacturers deploy Industry 4.0 in their business and the benefits it brings.

And if you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks.

And remember, stay healthy, stay safe, stay sane! 

Podcast supporters
I'd like to sincerely thank this podcast's generous supporters:

• Lorcan Sheehan
• Krishna Kumar
• Olivier Brusle
• Alicia Farag
• Joël VANDI
• Luis Olavarria
• Alvaro Aguilar

And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Digital Supply Chain episodes like this one.

Podcast Sponsorship Opportunities:
If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!

Finally
If you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on Twitter/LinkedIn.

If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it.

Thanks for listening.

Host Tom Appel and co-hosts Jill Ciminillo and Damon Bell kick off the show by discussing the redesigned-for-2022 Subaru WRX. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, joins us to give his insight on the auto-industry trends of 2021 and discuss the most significant vehicle introductions of the year. Tom has a "which came first?" quiz for Damon and Jill, and Damon runs down the latest articles on the Consumer Guide Daily Drive blog--including a test-drive review of the new-for2022 Genesis GV70 premium compact SUV.   

With the world changing fast and bringing so much uncertainty, we discuss why now is the very best time to start you own internet business.

What the big 3 in the automotive industry doesn’t want you to know? What did YouTube Co-founder have to say about the removal of the dislike counter? and can Pandas fly??? All this and much more in this week’s edition of Tech Made Fun.

Hosted by Saqib Tahir and Khayyam Jafri

Support the show: https://www.sknexus.com/support

References:
Rise of all car prices, possible reasons:

• https://www.pakwheels.com/blog/big3-kia-increased-car-prices/
• https://www.theverge.com/2021/8/31/22648372/willy-shih-chip-shortage-tsmc-samsung-ps5-decoder-interview

YouTube removes the dislike button:

• https://blog.youtube/news-and-events/update-to-youtube/
• https://www.youtube.com/watch?v=HRteETs5x04&ab_channel=AltDadTech
• https://www.youtube.com/watch?v=fDqBeXJ8Zx8

Facebook Podcasts and Importance of Commenting (Currently you can't comment on podcasts anywhere):

• https://www.theverge.com/2021/6/16/22537023/facebook-podcast-rss-feed-publish-clips-pages
• https://about.fb.com/news/2021/06/live-audio-rooms-and-podcasts-on-facebook/
• https://blog.spreaker.com/how-to-promote-your-podcast-on-facebook/
• https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks

Foodpanda Pandafly:

• https://www.dawn.com/news/1657718
• https://www.foodpanda.com/2020/08/foodpanda-takes-to-the-skies-with-pandafly/
• https://www.dawn.com/news/1652493

Oneplus Nord Catching Fire:

• How To Take Better Care of your Battery: https://www.sknexus.com/battery-usage-and-health-for-mobile-phones/
• https://www.indiatoday.in/technology/news/story/oneplus-nord-2-battery-fire-turns-out-to-be-fake-oneplus-issues-statement-1839358-2021-08-11
• https://www.digit.in/news/mobile-phones/oneplus-nord-2-fire-explode-blast-60922.html

Chapters:
00:00 Intro
00:30 The rise in car prices
01:30 The real reason behind the shortage
10:12 Other reasons for the increase in car prices
14:03 Why did YouTube remove the dislike count from its platform?
19:25 What did YouTube Co-founder have to say about this
21:00 How is YouTube favouring traditional media as opposed to independent content creators
29:10 Is the new Facebook podcast feature available for users?
32:00 How can Facebook podcasts be revolutionary in comparison to other podcast platforms?
35:00 Will the youth like the new podcast feature on Facebook?
40:55 The new phenomenon of Pandas flying
42:47 Foodpanda introduces food deliveries through air
49:07 Why do food deliveries through drones seem impossible
51:50 Are phone batteries exploding?
53:46 But why are phone batteries exploding?
56:40 Tips for optimal phone battery usage
01:02:00 Where you can share your feedback with us
01:03:25 Exciting news for all listeners

As always -
Thank you for listening, please send any questions or feedback to podcast@sknexus.com
See you next time.

This is an issue of Global Proportions! We're talking about the supply chain crisis. From aluminum to semiconductor chip shortages, the lack of essential materials is affecting just about everyone and nearly all levels of production.

• Why is there a chip set crisis, aka Chipageddon? 
  
  
• How long will Chipageddon last?
  
  
• Is there a fix for manufacturers?
  
  
• Tesla's sales are through the roof this year. How has Elon Musk managed this crisis? And, what lessons can we learn from Tesla?
  
  
• What products are machine builders, system integrators, and end users waiting on?
  
  
• What products are available now?
  
  
• How are elliTek's Partners navigating the supply chain crisis?

Stayed tuned to here interviews with Jon Fields, Senior Motion Sales Engineer with Yaskawa Motion & Drives Division and Peter Zafiro, General Manager with LinMot Linear Motors.

You'll hear how these two companies are succeeding AND delivering even in this chaotic logistical ordeal that everyone is experiencing.

There is light at the end of the tunnel and it isn't an oncoming train. You can find your way through the supply chain crisis, but you may need to look outside of your normal sources!

If you're searching for product, check out elliTek's Partners in Automation. There are products available. The lead times may be a bit slower than normal, but you won't be waiting a year to get what you need to keep your business moving forward.

No matter where you are in your automation journey, elliTek will meet you there!

The last episode was elliTek's video debut. If you want to check out the video podcast, head over to elliTek's YouTube channel. While  you're there, go ahead and subscribe, so you don't miss an episode.

Reach out to us with any questions or future topics.

• LinkedIn:  www.linkedin.com/company/ellitek-inc
• Instagram:  www.instagram.com/ellitek
• Facebook:  www.facebook.com/ellitek
• Twitter:  www.twitter.com/elliTek_Inc/media

If you don't want to click on those links, pick up the phone and call us at (865) 409-1555 ext. 804.

Videos courtesy of:

Name:  Intel
Title:  From Sand to Silicon: the Making of a Chip
Link to video:  https://www.youtube.com/watch?v=Q5paWn7bFg4

Name:  Linas K
Title:  How Microchips are made
Link to video:   https://www.youtube.com/watch?v=F2KcZGwntgg

#elliTekAutomationNation