Laura Black
United States
1K followers
500+ connections
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Volunteer Experience
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Director
The Classic Wines Auction
- 5 years
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Explore more posts
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Global Semiconductor Alliance
The GSA EMTECH group is a neutral, global platform that fosters collaboration among executives and experts driving emerging technologies within the semiconductor ecosystem. It provides a space for peers, partners, suppliers, and customers to connect and discuss key challenges and opportunities, with the goal of advancing these technologies through collaborative dialogue. The group is composed of members from across the globe, representing North America, Europe, and the Asia Pacific regions. We also have our monthly EMTECH Webinar Series allows our GSA members to discuss industry opportunities and challenges and provide a unique opportunity to share and gain insights about various emerging technologies within the semiconductor ecosystem. Want to learn more about our interest groups? Dive in at the link: https://lnkd.in/gU_Gvw3A. #GSA #WhereLeadersMeet #30yearsofgsa #semiconductor #technolgoy #emtech
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AMETEK Programmable Power
Curious about the integration between the semiconductor industry and programmable power? Learn more in this white paper: https://lnkd.in/gUQ3-V-G #semiconductor #programmablepower #DCpower #ACpower #semiconductorindustry #powersupply #powersupplies #whitepaper #AMETEK #AMETEKProgrammablePower
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Giles Capital
📊 Giles Capital Weekly: Week 44 Roundup: https://lnkd.in/gEesYhD4 This week's edition covers: -US election polling anomalies -Ann Selzer vs AtlasIntel analysis -AI semiconductor industry shifts - TSMC's growing dominance -Emerging nuclear power demand from data centers -Global value opportunities across markets Top picks: 🇺🇸 Texas Instruments (TXN): Semiconductor leader with 28.4% margins + AI tailwinds 🇬🇧 Colefax Group (CFX): Luxury textiles with 95% margins + aggressive buybacks 🇯🇵 Cover Corp (5253): Virtual talent agency with 90% margins + AI content growth 🇬🇷 Athens Int'l Airport (AIA): Airport monopoly at 10x EV/EBITDA with 4.4% yield Plus deep dives on election impact on markets, semiconductor supply chains, nuclear power for data centers, and more. Check out the full newsletter for in-depth analysis across global markets: https://lnkd.in/gEesYhD4 What caught your eye this week? Share your thoughts below! #GlobalMarkets #ValueInvesting #StockMarket #FinanceNews #InvestmentResearch #StockPicks #MarketAnalysis #EmergingMarkets #EquityResearch #Finance #Investing
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The Futurum Group
Lattice Semiconductor navigates a tough semiconductor market with strong Q2📊 results. Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings results and how their strategic initiatives and innovative product expansions will set them up for long-term growth: https://hubs.ly/Q02JJMd90
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EPFR
In a recent article by MarketWatch EPFR Analyst Winston L. Chua highlights buybacks are being led by the semiconductor and IT industry which "now account for 46% of all announced programs this year". Read the full article >> https://hubs.li/Q02YmYQD0 Would you like to learn more about EPFR’s Liquidity Research? Download a complimentary report >> https://hubs.li/Q02YmZ0D0
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Dell'Oro Group
Press Release - Insatiable demand for GPUs and accelerators pushed Data Center Semiconductor and Component market up 152% in 1Q 2024, according to the latest report. General-Purpose computing components also returned to growth following inventory correction: https://lnkd.in/ehHKzcyy #GPU #acceleratedserver #generalpurposeserver #datacenter #servers #semiconductors #CPU
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Technology Business Research, Inc.
Save your seat today for our next TBR Insights Live session, an update on the current state of the semiconductor market and a look at how rapidly increasing demand has supported strong revenue and backlog growth among semiconductor vendors. 🗓️ Save the Date: Thursday, June 13, 2024 Register here: https://bit.ly/3V2lpvl In this FREE session, you’ll hear: • Key findings from TBR’s latest Semiconductor Market Landscape • Update on industry trends and ecosystem partnerships • Expectations for the IT infrastructure market Don’t miss this exclusive talk. Register now to secure your spot! #TBRInsightsLive #webinar #marketintelligence #competitiveintelligence #semiconductor #ITinfrastructure #ODM #partnerships #GenAI #generativeAI
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Technology Business Research, Inc.
Save your seat today for our next TBR Insights Live session, an update on the current state of the semiconductor market and a look at how rapidly increasing demand has supported strong revenue and backlog growth among semiconductor vendors. 🗓️ Save the Date: Thursday, June 13, 2024 Register here: https://bit.ly/4bHiYDZ In this FREE session, you’ll hear: • Key findings from TBR’s latest Semiconductor Market Landscape • Update on industry trends and ecosystem partnerships • Expectations for the IT infrastructure market Don’t miss this exclusive talk. Register now to secure your spot! #TBRInsightsLive #webinar #marketintelligence #competitiveintelligence #semiconductor #ITinfrastructure #ODM #partnerships #GenAI #generativeAI
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Technology Business Research, Inc.
Save your seat today for our next TBR Insights Live session, an update on the current state of the semiconductor market and a look at how rapidly increasing demand has supported strong revenue and backlog growth among semiconductor vendors. 🗓️ Save the Date: Thursday, June 13, 2024 Register here: https://bit.ly/4bIh5H7 In this FREE session, you’ll hear: • Key findings from TBR’s latest Semiconductor Market Landscape • Update on industry trends and ecosystem partnerships • Expectations for the IT infrastructure market Don’t miss this exclusive talk. Register now to secure your spot! #TBRInsightsLive #webinar #marketintelligence #competitiveintelligence #semiconductor #ITinfrastructure #ODM #partnerships #GenAI #generativeAI
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Technology Business Research, Inc.
Save your seat today for our next TBR Insights Live session, an update on the current state of the semiconductor market and a look at how rapidly increasing demand has supported strong revenue and backlog growth among semiconductor vendors. 🗓️ Save the Date: Thursday, June 13, 2024 Register here: https://bit.ly/44QD0cP In this FREE session, you’ll hear: • Key findings from TBR’s latest Semiconductor Market Landscape • Update on industry trends and ecosystem partnerships • Expectations for the IT infrastructure market Don’t miss this exclusive talk. Register now to secure your spot! #TBRInsightsLive #webinar #marketintelligence #competitiveintelligence #semiconductor #ITinfrastructure #ODM #partnerships #GenAI #generativeAI
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Robert Whitney
Seale & Associates, Inc. publishes the semiconductor report for Q1 2024. The semiconductor industry is predicted to achieve a massive market worth US$1,210 billion by 2029, growing at a CAGR of 10.8%. In addition, global semiconductor sales are estimated to surpass previous records, reaching US$588 billion by 2023, indicating a 13% growth compared to 2023. This growth is attributed to technological advancements, particularly in 5G technology and artificial intelligence. Companies in the sector are using mergers and acquisitions (M&A) as a key strategy to focus on innovation and diversify geographically. This report is not just informative but essential for business leaders, M&A professionals, and anyone interested in these trends. It provides crucial insight into the rise of global transactions and the valuation of leading companies in the sector, such as NVIDIA, Taiwan Semiconductor, Samsung Semiconductor, and Intel Corporation. The report underscores the importance of adapting to market changes, as evidenced by the significant increase in the value of M&A transactions over the years. If you're interested in receiving this quarterly report, as well as our monthly and sector reports, please subscribe to https://lnkd.in/gmxEs6E4. #Semiconductors #SemiconductorIndustry #MnA #MergersandAcquisitions #QuarterlyReport #Mergers #Acquisitions
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Supply & Demand Chain Executive
Though some elements of #market recovery are worth celebrating, buyers should remain cautious and proactively prepare for recovery while developing strategies that help minimize risk. A2 Global Electronics + Solutions’ Frank Cavallaro outlines what to expect in the 2025 semiconductor #supplychain! ⤵️
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VITA
The Q2 Market Research report is now available, discussing defense spending, the semiconductor industry, and new VPX products. Read more to learn about the trends for VITA technology boards and systems. Reports created by Brian Arbuckle of Embedded Market Research https://lnkd.in/ebZq6cvF #MarketResearch #VITAStandards
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IBuyXS.com
In the wake of recent announcements from the White House, including plans to increase tariffs on semiconductors and bolster domestic semiconductor manufacturing, the global chip market is experiencing significant shifts. Understanding the complexities of these changes and navigating the volatile supply chain requires expertise and strategic insight. At iBuyXS, we are committed to providing tailored solutions to help businesses thrive in this evolving landscape. #iBuyXS #BusinessGrowth #SupplyChainSolutions #InventorySolutions #MaximizeProfits #HappyClients #ExcessInventorySolutions #MaximizeROI #SmartBusinessMoves #semiconductor #semiconductors #semiconductorindustry #ComponentDistribution #innovation #EPICInventory #ExcessToSuccess #MaximizeReturns #CashForComponents #OptimizeInventory #liquidation #sellsmart #InventoryManagement #newtarriff
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Wevolver
Navigating New Semiconductor Tariffs: Impacts on Hardware Engineers The U.S. government implemented a 50 percent tariff on semiconductors on May 14th. What does this mean for you in real terms? Check out the full article by MacroFab here: https://lnkd.in/eZSavYYu -------------------------------- Want to share your company's tech on Wevolver? Wevolver is a platform used by millions of engineers to stay up to date about the latest technologies. Learn how you can share your company's technology with Wevolver's community and reach a global audience of engineers: https://lnkd.in/g3fxzZ9W
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Phoenix Semiconductor Corporation
One of the most unreported stories in the semiconductor supply chain is the almost overnight and abrupt shutdown of NTE Electronics, Inc in Bloomfield, NJ (post from their LI page below). NTE was a supplier of microelectronic components to major OEMs, heavy industrials, automotive and even prime DoD contractors. Notwithstanding the fact that parts distributors had to immediately pull NTE products from their websites, leaving hundreds of businesses and government contractors with nearly zero options; the bigger story is the lack of U.S. based legacy chip suppliers. Even NTE was importing the majority of their supply from Asian sources. This is the reality of our nation's semiconductor supply chain that very few people fully appreciate. The fact is, most businesses, OEMs and even the DoD does not and cannot afford to build product lines around the most cutting-edge chips, and the lack of a perpetual and secure supply of older-node semis means that the tail is wagging the dog. The chip industry is driving the business decisions of their customers, instead of the other way around. This is fundamentally the problem that Phoenix Semiconductor Corporation is working to solve. If you are one (or know of one) of the thousands of customers left out in the cold from the unexpected shuttering of NTE Electronics, Inc we may be able to help you. We’re helping one already. Reach out to us directly by messaging our VP of Growth Brian Hoerl here on LinkedIn. #supplychain #semiconductors #legacychips #letsworktogether #problemsolvers #MadeinAmerica FYI to Ted Vornbrock Aaron Dahlen Russ Warburton James Lewis Evan Foss Semiconductor Engineering Semiconductor Digest Center for Strategic and International Studies (CSIS) EE Times | Electronic Engineering Times U.S. Department of Commerce Defense Logistics Agency
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Gateway America
Micron's $50B Investment: A Game Changer for the Semiconductor Industry We're excited to share our latest blog post on the groundbreaking announcement from Micron Technology, backed by the US CHIPS Act. This $50 billion investment is set to revolutionize the semiconductor industry and bolster the US's position in global tech innovation. 🔹 Securing the Future of Semiconductors: With a staggering 50% tax on Chinese semiconductors, securing funding for domestic production has never been more critical. Micron's strategic use of US CHIPS Act funding will drive innovation, create jobs, and ensure the US remains a key player in the global market. 🔹 Addressing Funding Challenges: The semiconductor industry faces high costs and fierce global competition. Our blog delves into how increased government support can overcome these barriers, ensuring sustainability and growth. 🔹 Gateway America's Role: At Gateway America, we understand the complexities of the electronic components supply chain. Our strategic solutions—diversification of suppliers, investment in domestic capabilities, and cost optimization—are designed to help you navigate these challenges. Read our full blog post to learn more about the impact of Micron's investment and how Gateway America can help you stay ahead in this dynamic industry. Let’s work together to build a resilient, efficient, and future-ready supply chain. Read the full blog post here: https://lnkd.in/egCDcVEH #SupplyChain #Electronics #Manufacturing #IndustryTrends #SupplyChainManagement #MarketInsights #StrategicPlanning #GatewayAmerica #Semiconductors #CHIPSAct #Innovation #TechLeadership #EconomicGrowth
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DGS
DGS CTO Armando Montalvo, Ph.D., was recently featured in RCR Wireless News, where he explores the critical need for shared spectrum to maintain America's technological edge. With the growing demand for 5G and emerging technologies, relying solely on traditional spectrum auctions is no longer viable. Spectrum sharing offers a dynamic and efficient solution, enabling greater accessibility and optimization for diverse applications. From enhancing military defense to supporting rural connectivity, shared spectrum is the key to unlocking massive economic benefits. At DGS, we are at the forefront of this innovation, providing real-time RF monitoring technologies that ensure optimal spectrum utilization and performance. Our Dynamic Spectrum Sharing (DSS) capabilities support the needs of carriers, businesses, government organizations, and rural communities alike. As Dr. Montalvo emphasizes, waiting to adopt these advancements could cost us our competitive edge. Let's embrace spectrum sharing to drive forward powerful, dynamic systems that benefit everyone and unleash the full potential of our 5G networks. 🔗 Read more in RCR Wireless News: https://lnkd.in/eMasSF7q #DGS #DynamicSpectrumSharing #5G #Innovation #WirelessTechnology #RCRWirelessNews
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Electropages: Electronics News
🔍 Read about how the Semiconductor Industry Association is shaping the future of the U.S. semiconductor workforce. Their latest policy blueprint aims to address key challenges and ensure sustained industry growth and innovation. Full details here: https://lnkd.in/eTNkJket #SemiconductorIndustry #Semiconductor #Semiconductors #WorkforceDevelopment #STEM #ElectronicsEngineering
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