Strive’s Post

Why is the semiconductor industry surging? As the backbone of artificial intelligence (AI) and many other industries, including healthcare, defense, and computing, chips are the new oil. The Strive U.S Semiconductor ETF (SHOC) provides you with exposure to this electrifying sector. Learn more about why you should consider SHOC for your portfolio: Fund Fact Sheet: https://lnkd.in/g5awARgV Fund Prospectus: https://lnkd.in/gkDqypV4 Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please visit our website at http://strivefunds.com. Read the prospectus or summary prospectus carefully before investing. The Strive ETFs are distributed by Quasar Distributors, LLC.

Why is the semiconductor industry surging? As the backbone of artificial intelligence (AI) and many other industries, including healthcare, defense, and computing, chips are the new oil. The Strive U.S Semiconductor ETF (SHOC) provides you with exposure to this electrifying sector. Learn more about why you should consider SHOC for your portfolio: Fund Fact Sheet: https://lnkd.in/g5awARgV Fund Prospectus: https://lnkd.in/gkDqypV4 Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please visit our website at http://strivefunds.com. Read the prospectus or summary prospectus carefully before investing. The Strive ETFs are distributed by Quasar Distributors, LLC. #assetmanager #investing #513074

Tune into A Conversation on Semiconductors! Anisha Bhardwaj asks Timothy Horsburgh, CFA why and how to invest in the semiconductor trend. Read our research team's latest paper, Semiconductors Everywhere! National Security, Transportation, and AI, to learn more! Found here: https://lnkd.in/etbQaAdT #semiconductors #marketinsights #investment #AI #innovation #global This content is intended for informational purposes only and does not constitute an offer to sell or invitation to purchase any securities or interests in any investment funds managed by Zephyr. The information provided herein is shared with the understanding that it is not meant to serve as a public invitation or endorsement to engage in any specific investment activity.

Why is the semiconductor industry surging? As the backbone of artificial intelligence (AI) and many other industries, including healthcare, defense, and computing, chips are the new oil. The Strive U.S Semiconductor ETF (SHOC) provides you with exposure to this electrifying sector. Learn more about why you should consider SHOC for your portfolio: Fund Fact Sheet: https://lnkd.in/g5awARgV Fund Prospectus: https://lnkd.in/gkDqypV4 Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please visit our website at http://strivefunds.com. Read the prospectus or summary prospectus carefully before investing. The Strive ETFs are distributed by Quasar Distributors, LLC. #assetmanager #investing #513074

Join us as we uncover the groundbreaking innovations and technological advancements shaping the future of semiconductors. From #AI and #QuantumComputing to the impact of the US Chip Act, we discuss it all with insights from industry leaders.   Tune in to discover how the semiconductor technology is evolving and what lies ahead for this crucial industry.   Learn more: https://lnkd.in/gCBXT_vj   Ameer Saithu Nicholas Ismail  #ArtificialIntelligence #Semiconductors

US TO FUND "DIGITAL TWIN" PROJECTS FOR CHIPS WITH $285 MILLION 🎈 Federal awards to be used for a new technology institute 🎆 Chips Act allocates $11 billion for research and development The Biden administration is opening applications for $285 million in federal funding to set up an institute focused on digital twin technology for the semiconductor industry, which uses virtual models of components to help reduce development and manufacturing costs. The funding is part of the 2022 Chips and Science Act, which includes $11 billion for semiconductor research and development. Officials said they anticipate the investment will help the US pivot to more advanced chip technology as it’s developed, limiting reliance on foreign supply chains. Digital twin technology can leverage artificial intelligence to optimize semiconductor manufacturing, National Institute of Standards and Technology Director Laurie Locascio said on a call with reporters. The U.S. Department of Commerce has provided almost $33 billion in preliminary grants to chipmakers to build or expand sites, known as fabs, in the US. Now, the Biden administration is starting to unlock research initiatives. Fab investments are “how we win today,” said Director of the White House White House Office of Science and Technology Policy Arati Prabhakar. “Chips R&D is how we win the future.” Digital twinning can reduce costs by improving capacity planning, production optimization, facility upgrades and provide real-time process adjustments, Locascio said. Project details will depend on applications received by a Sept. 9 deadline, a senior administration official said. Awards are limited to institutions that are incorporated and have their principal place of business in the US. https://lnkd.in/gzw3dQbx #ai #fashion #metaverse #investment

DARIO AMODEI: We’ve been able to get the compute that we need for this year, I suspect also for next year as well. I think once things get to 2026, 2027, 2028, then the amount of compute gets to levels that starts to strain the capabilities of the semiconductor industry. ..... And so, again, I expect there to be a big supply crunch around data centers, around chips, and around energy and power for both regulatory and physics reasons, sometime in the next few years. Is this the AI investment theme, buy chip fabs and energy. They will be the limiting step. He interestingly seems to avoid saying buy nvda. But this may just be me reading too much into his statements.

The global semiconductor manufacturing industry is undergoing transformative changes, driven by challenges such as supply chain resiliency, the rise of generative AI, scalability demands, geopolitical tensions, and workforce diversity. These trends highlight the need for innovation and precision to keep pace with next-generation technologies. Semiconductor manufacturing processes face inherent limitations, especially in producing advanced chips in cleanroom environments. Outgassing reduction and contaminant elimination have become critical priorities to maintain performance and reliability. Junkosha is addressing these challenges head-on with consistent manufacturing practices and stringent quality controls. Our products are trusted for their precision and performance, meeting the needs of an evolving industry. Read the full article in this month's issue of Silicon Semiconductor Magazine to learn more about how Junkosha is empowering manufacturers: https://lnkd.in/e5enTYJK #Junkosha #SLO #SemiconductorManufacturing #SemiconductorIndustry #EnablingTechnologyInnovators

You're Invited: Navigating Semiconductor Packaging Complexities

Advanced Semiconductor #Packaging Technologies Emerging The rapid growth of #AI, high-performance computing (#HPC), and related technologies is driving a need for semiconductors that deliver better performance and greater energy efficiency. However, traditional packaging methods are struggling to keep up, creating a key opportunity for advanced semiconductor packaging technologies. As a result, leading semiconductor companies are making substantial investments in this field. Recently, #Broadcom announced significant progress in advanced packaging technology. The rise of #AI has accelerated the development of these advanced solutions, attracting major investments from companies like #TSMC, #Samsung, #ASE, and #Intel, who are all actively pushing innovation in this area. Check full insights via the link below https://lnkd.in/gFqrGCzV