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Joanne Feeney

πŸ‘€ Speaker
144 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

is a good example of that, right?

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

The industrial uses, whether it's these digital twins, basically being able to model out a whole factory or a whole building or any other physical presence in simulation, you need this kind of computational power, you need AI.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And so that kind of collaboration, I think, really points to lots of other applications for AI.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And then you go to biotech and pharma and

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

You know, computation, we've just been held back for so many years by its limitations from the CPU side.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And now that we have these GPU-based accelerators and innovations in fabric, like what Celestial is bringing to Marvell and what Broadcom already does, it is speeding up all of these computations, making far more applications possible across all industries.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

Yeah, so X-Lite is developing a new laser technology.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And that is a fundamental ingredient to doing lithography, right?

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

ASML being the leader in extreme ultraviolet lithography, which depends on these very high-end lasers.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

So X-Lite's taking a different approach to laser development.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And what's interesting is, and also reminds me of my past, is that this $150 million investment by the federal government, by the CHIPS and Science Act, the work is going to be done at a place called Albany Nanotech,

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

which is where I got my start in the semiconductor industry 20-plus years ago.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And it's a location for collaborative R&D for development of new manufacturing techniques, development of new materials, development of new recipes for designing and building chips.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And all the major players in the industry are there, and it's pre-competitive.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

And so for X-Lite and Pat Gelsinger to be doing it there with the support of the federal government sort of –

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

enhances this model of get some public support for a technology that can be spread and help the industry, broadly speaking, and does go towards this effort to enable more chip equipment design and manufacturing to eventually occur in the United States.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

It's going to take a long time.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

These programs, as I was involved with back in the early 2000s, they take many years, but it's a great way for the U.S.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

to subsidize a general technology, which could ultimately help the U.S.

Bloomberg Tech
Tech Left Behind in S&P 500’s Latest Rebound

position in equipment manufacturing.