Join us on "Advantest Talks Semi" as we explore the critical importance of data management in the semiconductor industry with our guest, Joe Addiego.

Joe Addiego is a seasoned operating executive and investor with over 20 years of operating experience in technology. His executive leadership contributed to two successful Initial Public Offerings (IPOs), showcasing his strategic acumen in guiding tech companies through critical growth phases. Joe’s operational expertise spans across control systems, real-time operating systems, and software development tools, with expertise in data management, networking, and cybersecurity.

Joe has spent the last 25 years as an investor, nurturing startups and establishing markets for innovative technologies holding prominent roles at In-Q-Tel, Alsop Louie Partners, and Brave Capital. As a lead investor for the real-time database company Aerospike, he addressed the data management industry's need for guaranteed low latency and low cost of ownership. More recent investments include Crunchy Data, an open-source PostgreSQL company that provides a trusted Postgres implementation for enterprises to use either on premises through Kubernetes, or in the cloud as a managed service.

Crunchy Data recently augmented its cloud implementation to include a next-generation Postgres-native data warehouse, enabling everyone to take advantage of high-performance data analytics without leaving Postgres. Throughout Joe’s career he has succeeded at creating new markets for innovative technologies.

In this episode, we dive deep into how data serves as the foundation of cutting-edge innovations across AI, machine learning, adaptive testing, and cybersecurity. This conversation leads us into a comprehensive look at the evolution of data management—from the early days of punch cards and magnetic tapes to today's sophisticated database systems and cloud solutions.

Throughout the episode, Joe shares his insights on the transformation brought about by the internet era, which has revolutionized how we store, manage, and leverage data in real-time across the globe. We'll examine how these advancements have fueled the explosion of data volumes and how modern technologies have adapted to handle this surge with unprecedented efficiency and security.

Tune in to "Advantest Talks Semi" for a thought-provoking discussion on the history, current trends, and the future of data management within the semiconductor industry, and gain valuable perspectives on navigating the complexities of today's data-driven world. This episode is essential for anyone interested in the intersection of technology and business strategy, providing a clear understanding of how data continues to drive innovation and success in the high-tech landscape.

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Join us for a captivating conversation with Andrea Lati from TechInsight as we unpack the transformative forces shaping the semiconductor industry.

Andrea Lati is the Director of Market Research at TechInsights Inc. Since joining the company in 2001, Andrea has been managing and developing forecasting models as well as performing market analysis and research on electronics, semiconductor, and equipment markets. Andrea has played a key role driving detailed fundamental-based research and developed benchmark data and forecasts widely used by the industry. In addition, Andrea has performed many custom studies for various clients and is a co-author of The Chip Insider ®. He earned his bachelor’s degree in Mathematics and Economics from the University of California Santa Barbara.

With market growth reaching an impressive 23% and IC sales surging by 28% in 2024, Andrea offers his expert perspective on what’s fueling this remarkable performance. We'll explore why, despite climbing average selling prices, unit volume growth is still playing catch-up, particularly in the PC and smartphone sectors.

Our discussion also covers the substantial shifts in the landscape caused by government funding and export restrictions. As companies build fabrication facility "shells," we examine how they're aligning investments with genuine market demand to avoid overcapacity. The episode delves into the intricate dynamics of regional policies, highlighting the challenges of navigating export restrictions with China. We also explore TSMC's strategic expansion into advanced packaging and the burgeoning field of silicon photonics, driven by AI's insatiable demand for enhanced bandwidth, latency, and power efficiency.

Looking ahead, we discuss the optimistic projections for the semiconductor market with an eye on growth in chiplets, memory, and logic segments. Major players like Meta, Microsoft, Google, and Amazon are making hefty CapEx investments, fueling this bullish outlook. While traditional markets like PCs and smartphones show signs of recovery, the automotive industry's increasing semiconductor content, especially in electric vehicles, presents a compelling opportunity. We conclude with a look at macroeconomic factors and the critical role of innovation and strategic collaboration in sustaining growth amidst the industry's cyclical challenges.

Highlights include:

• Examination of the semiconductor market's remarkable growth potential
• Discussion of AI's pivotal role in driving semiconductor demand
• Analysis of supply chain challenges and geopolitical impacts
• Overview of advancements in foundries and semiconductor fabrication
• Insights on talent shortages and workforce challenges
• Examination of the impact of electrification and automotive trends
• Importance of collaboration and strategic partnerships for innovation
• Predictions for the market's future, focusing on AI and advanced technologies

Thanks for tuning in to "Advantest Talks Semi"!

If you enjoyed this episode, we'd love to hear from you! Please take a moment to leave a rating on Apple Podcast. Your feedback helps us improve and reach new listeners.

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Silicon photonics is not just a buzzword—it's the future of the semiconductor industry, and we're here to uncover its secrets with Dr. Lee Chee Wai.

Dr. Lee Chee Wei is a distinguished expert in silicon photonics integration, boasting an extensive career spanning over 18 years. Holding a PhD in Photonics Integration from Nanyang Technological University (NTU) Singapore and a postdoctoral fellowship from the Cavendish Laboratory at the University of Cambridge, Dr. Lee has honed his skills both in academia and the industry. His academic journey was supported by prestigious awards, including the ASEAN Scholarship, ASTAR Graduate Scholarship, and ASTAR Overseas Postdoctoral Fellowship.

Currently, Dr. Lee is pivotal in advancing the commercialization of data center silicon photonics. His technical acumen extends to the design of photonic integrating circuits, and the development and design of advanced fabrication and packaging technologies. Dr. Lee's contributions to the field are highlighted by his extensive portfolio of more than 30 internationally filed patents and over 50 peer-reviewed journal publications. His work bridges the gap between east and west, showcasing a global impact in Photonic Integrated Circuit (PIC) Technology.

Discover how the convergence of light and silicon is about to shatter the limitations of traditional CMOS technology, unlocking unparalleled data speeds and efficiency, crucial for the demands of Gen AI and modern data centers. Dr. Lee guides us through the transformative potential of merging photonic and electronic components on a single chip with EPIC Electronics.

Our conversation takes a serious look at the nuts and bolts of integrating silicon photonics with CMOS. We confront the challenges head-on—material incompatibilities, efficient signal conversion, and heat dissipation—and discuss cutting-edge solutions like co-packaged optics and heterogeneous integration that are setting the stage for future advancements. With a focus on scaling these innovations for commercial viability since 2017, we discuss how these developments could redefine the semiconductor landscape. Tune in to grasp how silicon photonics stands as a beacon of promise, ready to reshape data centers and elevate the semiconductor industry with unprecedented speed and efficiency.

Thanks for tuning in to "Advantest Talks Semi"!

If you enjoyed this episode, we'd love to hear from you! Please take a moment to leave a rating on Apple Podcast. Your feedback helps us improve and reach new listeners.

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