AI, Chips & Capital

Sabrina Du, Carlos Aspetti
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AI, Chips & Capital is where finance meets the future of technology. Join Sabrina, with her investment expertise, and Carlos, a semiconductor engineer, as they break down the latest trends in semiconductors, AI and more.

Episodes

  1. 06/05/2025

    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.

    21 min

  2. 05/20/2025

    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.

    26 min

  3. 05/20/2025

    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.

    24 min
  • 3 Episodes

About

AI, Chips & Capital is where finance meets the future of technology. Join Sabrina, with her investment expertise, and Carlos, a semiconductor engineer, as they break down the latest trends in semiconductors, AI and more.

Information

  • Creator
    Sabrina Du, Carlos Aspetti
  • Years Active
    2K
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © 2025 Sabrina Du, Carlos Aspetti