Joseph Krause
speaker
1,040 appearances
1 recordings
1 series
first heard Jun 2026
last heard 17 Jun
Joseph Krause’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
I think past that, you could start to see it push over 10x.
I don't know to what level, but there are cool, exciting materials that we'll share more about in the future.
In which way?
The lab to start working on these materials or a material in a new chip in the iPhone?
That's still pretty long, yeah.
We're early in semiconductors, and actually what's long about that is that when you start from ground zero, you have to build everything from scratch.
And so even the way that we do material testing for that industry today, and I would say they're one of the industries that's actually far ahead of everyone else because they invest so much in R&D, and materials really make or break some of their performance.
Even there, that integration timeline is very slow.
And number two...
No one can get enough chips.
And so everything is delayed in that industry, which is important.
I even saw today or this week, TSMC telling ASML they're going to hold off on some of those new tools until they get through their 2029 production runner.
It was something story like that.
That's what I believe.
Yeah.
So I'll see if I can find it after and send it to you guys.
But I was like, man, this industry is really getting pushed to their limit.
I would say something on the alloy side, like aerospace.
Mm-hmm.
We feel good opportunity, three to five year timeline.
Showing 381–400 of 1,040 · page 20 of 52
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