AI, Chips & Capital

Tariffs, Trade, and the Cleaning Edge - ACM Research

In this episode, Sabrina and Carlos zoom in on a critical—but often overlooked—segment of the semiconductor ecosystem: cleaning equipment. Building on our “Semiconductor 101” kickoff, we take a closer look at ACM Research (ACMR), a standout player in wafer cleaning tools. Why focus on ACMR? Not only does it lead the cleaning equipment space in China, but it also sits at the intersection of the ongoing US-China trade war. We use ACMR’s unique story to explore how tariffs and export controls are reshaping the industry, what it means for companies with deep roots in China, and whether those China-driven advantages can really be replaced. If you’re curious about how policy and geopolitics play out in real-world business decisions, this episode is for you.

Beyond Silicon: SiC & GaN - Navitas and Wolfspeed

Silicon has ruled the chip world for decades, but new materials are shaking things up. Join Sabrina and Carlos as they dive into Silicon Carbide and Gallium Nitride, two “supermaterials” powering the latest advances in EVs, data centers, and more. Hear how Navitas and Wolfspeed are taking different paths in this fast-growing market-and what it all means for the future of semiconductors.

Semiconductor 101

Curious about the semiconductor boom but overwhelmed by jargon and headlines? In this episode, Sabrina (investment pro) and Carlos (semiconductor expert) break down the basics of the trillion-dollar chip industry, from ecosystem pillars to the global battlegrounds shaping AI and tech. Whether you’re new to chips or want to understand the real players beyond Nvidia and TSMC, this episode will give you the big picture and the stories behind the silicon.