Sara Russo: Specialisation in Semis

Sara Russo: Specialisation in Semis

Author: Bernstein Research July 23, 2024 Duration: 33:05
Join host Sid Malkani as we welcome back EU Semiconductors Analyst Sara Russo to the podcast. We cover the overall value chain, and where value is being generated, as well as leaders in the space. Plus, we touch on ASML and lithography, why EUV is such a challenging technology to develop, and China’s domestic semi industry.

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Bernstein Research presents In the Know, a podcast that moves beyond the headlines to examine the underlying forces shaping markets. Each episode features a conversation with one of the firm's analysts, who bring their deep, sector-specific expertise to the table. The discussions here aren't generic overviews; they delve into the nuanced debates and genuine controversies that active investors are grappling with right now. You'll hear informed perspectives on everything from shifting industry fundamentals to the real-world implications of breaking news. This is a space for substantive analysis, where complex ideas are broken down with clarity and conviction. Tune in for a direct line to the research and reasoning that informs major investment decisions, all grounded in Bernstein's rigorous, industrial-strength approach. The In the Know podcast offers listeners a chance to sit in on these critical conversations, gaining context and insight that is often lost in the daily noise of the financial media.
Author: Language: English Episodes: 71

In the Know
Podcast Episodes
Stacy Rasgon: DeepSeek, Hype vs. Reality [not-audio_url] [/not-audio_url]

Duration: 31:07
Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for a topical episode surrounding DeepSeek, a Chinese artificial intelligence company who have had an ‘AI mic drop’ moment, causing a major stir in the markets. In t…
Nikhil Devnani: Uber, Driving into an Autonomous Future [not-audio_url] [/not-audio_url]

Duration: 54:21
Once the hottest start-up and a notorious cash-burn business, Uber has now emerged as a scaled and profitable Internet platform. US Internet Analyst Nikhil Devnani joins host Sid Malkani on the podcast this week to discu…
Alexia Howard: Recipe for Change [not-audio_url] [/not-audio_url]

Duration: 29:04
Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week to discuss the potential implications of Make America Healthy Again on the packaged food industry. We look at Robert F. Kennedy Jr’s pol…
Eunice Lee: Car Club [not-audio_url] [/not-audio_url]

Duration: 28:31
This week, our Asian Autos Analyst Eunice Lee joins us from Hong Kong to discuss electric vehicles with host Richard Moffat. We discuss rising EV penetration in the Chinese market, self-driving tech, the rapid model upgr…
Nadine Sarwat: The Future of US Whiskey [not-audio_url] [/not-audio_url]

Duration: 32:07
This week, Nadine Sarwat (Bernstein’s Americas Alcoholic Beverages & Cannabis Analyst) joins host Diana Wood to look at the future of US whiskey. Nadine starts with a 101 crash course on US whiskey – a spirits category t…
David Vernon: The Sky is the Limit [not-audio_url] [/not-audio_url]

Duration: 40:20
Senior North America Airlines and Transports Analyst David Vernon joins host Diana Wood on the podcast. In this episode, we take a step back in time and discuss the history of airlines economics and ask what could be dif…
Eve Burstein: Prescription For Progress [not-audio_url] [/not-audio_url]

Duration: 26:51
US Life Science Tools & Diagnostics Analyst Eve Burstein joins host Sid Malkani on the podcast this week to discuss the building blocks for helping develop novel therapies and screening for diseases. We touch on genetic…
Mark Shmulik: Google, The Search is Over [not-audio_url] [/not-audio_url]

Duration: 1:07:04
US Internet Analyst Mark Shmulik joins host Sid Malkani this week to discuss all things Google. We discuss the rise of Google and its place in the internet hierarchy, the evolution of search, and the impact of AI. Plus,…
Mark Li: Tech Byte [not-audio_url] [/not-audio_url]

Duration: 25:58
Global Semiconductors Analyst Mark Li joins us on the podcast this week from Hong Kong. Hosted by Richard Moffat, we touch on Moore’s law, supply and demand in the semiconductors industry, and drill down into memory, log…
Nadine Sarwat: The Kids Are Alright? [not-audio_url] [/not-audio_url]

Duration: 30:57
Nadine Sarwat (Bernstein’s North America Alcoholic Beverages & Cannabis Analyst) is back on the podcast with host Diana Wood, this time to discuss the behavioural trends of Gen-Z and Gen-Alpha. Accounting for 35% of the…