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03.09.26 - 06:24
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Merck KGaA Electronics CEO on Business Strategy (Bloomberg)
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Benjamin Hein, CEO of Electronics at Merck KGaA, discusses the company's business strategy and the outlook for the semiconductor industry. He speaks with Stephen Engle from the sidelines of Semicon Taiwan in Taipei. (Source: Bloomberg)...
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02.09.26 - 14:06
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Commerce Secretary Howard Lutnick: Semiconductor tariffs are being considered (CNBC)
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Commerce Secretary Howard Lutnick joins 'Squawk Box' to discuss the upcoming AI policy talks with tech CEOs at the G20 Innovation Ministerial in in Chapel Hill, North Carolina, AI data center buildout, U.S.-Canada trade relations, Lutnick families' ties to critical mineral deals, state of the economy, potential semiconductor tariffs, and more....
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02.09.26 - 06:42
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SEMI CEO on Memory Prices, Semiconductor Supercycle (Bloomberg)
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Ajit Manocha, President and CEO of semiconductor industry association SEMI, discusses the outlook for memory chip prices and the ongoing supercycle in the semiconductor market. He speaks with Stephen Engle on the sidelines of SEMICON Taiwan in Taipei. (Source: Bloomberg)...
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02.09.26 - 06:24
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Phison Electronics Sees Worst NAND Shortage in 2027 (Bloomberg)
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Phison Electronics Corporation Co-Founder and CEO KS Pua believes NAND flash memory may face its worst shortage next year. He also discusses NAND's role in artificial intelligence. Phison Electronics designs, makes and sells controller chips for NAND flash memory used in solid-state drives , USB drives and memory cards. He speaks with Stephen Engle from the sidelines of 'Semicon Taiwan 2026'. (Source: Bloomberg)...
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