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Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.

In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the second half of August.

Topics that mattered in the AI and semiconductor universe capping off August of 2025:

• Analysts' takes and analysis of Hot Chips 2025
• GlobalFoundries Technology Summit 2025 and the MIPS acquisition

Hit Leonard, Karl, and Jim up on LinkedIn and take part in their industry and tech insights.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com. Check out Karl's Substack at: https://substack.com/@karlfreund429026

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

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Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.

In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the first couple of weeks of August while we were together at KeyBanc Capital Markets Technology Leadership Summit which took place in Deer Valley, UT.

Topics that mattered in the AI and semiconductor universe at the midpoint of August of 2025:

• Karl's latest Forbes article: "Skipping Nvidia Left Amazon, Apple And Tesla Behind In AI"
• Intel's cash malaise - Softbank and the U.S. government to the rescue?
• Trump's AI export tax and its implications on NVIDIA and AMD and U.S. AI leadership
• Jim recaps his takes from FMS (The Future of Memory & Storage) Conference 2025 and the evolving role of memory in AI supercomputing
• The MIT NANDA Initiatives controversial report on AI, "The GenAI Divide: State of AI in Business 2025"

Hit Leonard, Karl, and Jim up on LinkedIn and take part in their industry and tech insights.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

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Leonard has been skeptical about the foldable category for years, but 2024-2025 has brought about devices that are starting to reach a level of technical and design maturity, he felt compelled to compare notes with long-time foldable user and reviewers, Prakash Sangam of Tantra Analyst.

Samsung was good enough to let Leonard and Prakash take the new Galaxy Z Fold7 foldable smartphone for a test drive.

In this episode of the neXt Curve reThink podcast, Leonard and Prakash share their initial impressions of Samsung’s latest premium smartphone that is going up against tough competition from Chinese OEMs.

Watch and find out about the technical innovations and improvements in the usability and user experience of the Galaxy Z Fold7 that could finally break foldable smartphones into the mainstream.

Prakash and Leonard cover the following topics in their review of Samsung Galaxy Z Fold7:

• The unveiling of Galaxy Z Fold7 at Galaxy Unpacked (Unfold) 2025 in Brooklyn
• Off to a great start - record pre-orders for the Fold7 and Flip7
• Great thermal engineering and Snapdragon 8 Elite for Galaxy
• What worked and didn't work with the Galaxy Z Fold7
• Improvement opportunities for Galaxy Z Fold8
• The formula for good agentic AI and recommendations for Galaxy AI
• Will Galaxy Z Fold7 take foldable smartphones into the mainstream?

Hit both Leonard and Prakash up on LinkedIn and take part in their industry and tech insights.

Check out Prakash Sangam and his research at Tantra Analyst at www.tantraanalyst.com. Also check out the Tantra's Mantra Podcast.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

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Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.

In the month of July, Mario Morales, GVP of Semiconductors and more at IDC, joins Leonard, Karl, and Jim talk about their key takes on Intel's earning and their announcements regarding the prospects of 14A and 18A in determining the future of Intel Foundry, and a number of other hot topics and news items running up to the end of July 2025.

Topics that mattered in the AI and semiconductor universe in July of 2025:

• Intel's earnings results and the future of the company, Intel Foundry, and 14A.
• TSMC's blowout quarter and what it means for the industry at large.
• The Trump Administration's America's AI Action Plan - what does it mean?
• The state of China's AI industry and future.
• Micron and their SOCAMM deal with NVIDIA - implications.
• Consolidation and new industry structure - GlobalFoundries acquisition of MIPS, Synopsys acquisition of Ansys.
• Why Apple's AI strategy is a dog. ABN (Anything But NVIDIA).

Hit Leonard, Karl, Mario, and Jim up on LinkedIn and take part in their industry and tech insights.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.

Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Check out Mario and his research at IDC at www.idc.com.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

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TM Forum Digital Transformation World (DTW) Ignite 2025 is one of the leading telco tech conferencesfocused on OSS, BSS and customer experience modernization. Some call it digital transformation but not Dean Bubley of Disruptive Analysis, who joined Patrick Lopez of {Core Analysis} and Leonard Lee for a recap of the event this year.

This year, DTW Ignite was heavily slanted toward the topic of autonomous networks and reaching L4, but there was much more. The trio converged on Zoom to compare notes and share their thoughts on what mattered at DTW Ignite 2025.

In this chat, Dean, Patrick, and Leonard Lee discuss:

➡️ Analyst impressions of TM Forum DTW Ignite 2025 (4:20)
➡️ The state of agentic AI in telco transformation and modernization (7:55)
➡️ The state of telco modernization, service innovation, and monetization (11:35)
➡️ Where are we with network APIs and the market For them? (14:55)
➡️ Post-DTW Ignite 2025 recommendations for operators (18:25)

Remember to like, subscribe to the neXt Curve reThink channel. Also, follow neXt Curve by subscribing at www.next-curve.com. Also subscribe to the neXt Curve newsletter at https://bit.ly/3LbXVgZ and join the over 29,000 subscribers who get the tech and industry insights that matter on a monthly basis.

Check out Patrick's research at {Core Analysis} at www.coreanalysis.ca. Make sure to connect with him on LinkedIn to get a steady pulse of his thought leadership and perspectives on the industry and tech.

Check out Dean's research and thought leadership at www.disruptiveanalysis.com. Make sure to connect with him on LinkedIn to get a steady pulse of his thought leadership and perspectives on the industry and tech. You can also follow Dean on Twitter (X) at @disruptivedean as well as on LinkedIn.

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neXt Curve’s ComTech Podcast series focuses on the latest and emerging trends in commercial and enterprise tech catering to IT buyers ranging from SMBs to global enterprises.

Anurag and Leonard discuss the rise of the AI workstation as the AI PC continues to struggle finding footing with thin and light laptops which have the hope and rage of the last two years. Find out why the AI workstation might breathe life into the AI PC and provide a bridge for GenAI to cross from cloud to the enterprise.

Anurag and Leonard touch of the following topics in this episode:

➡️ What happened to the AI PC? It was supposed to be the big thing to bring PCs back. (2:45)
➡️ What is the AI workstation and where does it fit in the pocket to cloud continuum and the enablement of hybrid AI? (9:19)
➡️ Anurag shares the key points of his research note "Realizing AI Potential: Why Lenovo Workstations should be at the heart of compute strategy." (10:05)
➡️ Getting over the security and confidentiality adoption hurdle of enterprise GenAI. (12:49)
➡️ What are the leading AI workstation workflows and use cases? (19:55)
➡️ Why the AI workstation could be the bridge between GenAI in the cloud and enterprise AI. (22:18)
➡️ AI Workstations - Are they a solution of shadow AI or a catalyst? (26:18)
➡️ The secret to enterprise AI - Don't chase whales (a AI Moby Dick story). (29:11)
➡️ How AI workstation deployments can foster safe and secure enterprise GenAI applications and hybrid systems. (31:18)

Hit both Leonard and Anurag up on LinkedIn and take part in their industry and tech insights.

Check out Anurag and Techaisle at www.techaisle.com.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

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Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.

In the month of June, Leonard and Jim talk about their key takes and highlights from AMD Advancing AI, Cisco Live!, the 40th Anniversary Sensors Converge event. They cover the big news across AI computing, networks, edge AI, and the fast-evolving sensor edge, and provide their analysis of Qualcomm’s announced acquisition of Alphawave Semi and much more!

Topics that mattered in the AI and semiconductor universe in June of 2025:

• Highlights and analysis of AMD Advancing AI 2025
• The uber growth in AI computing demand - Tiria Research forecast
• Highlights and analysis of Sensors Converge 2025 - 40th Year!
• Highlights and analysis of Cisco Live! 2025
• The power and cooling problem with AI data center
• Intel cleans house with layoffs while Apple and others clean out their support
• Qualcomm makes a big AI data center move with Alphawave Semi acquisition
• Is the defense industry the new frontier of innovation and tech?

Hit Leonard, and Jim up on LinkedIn and take part in their industry and tech insights.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

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AI is transforming the world. From predictive maintenance to content creation, AI is set to push the world into a new era, enabling industries to maximize efficiency, productivity and profitability. Sensors are the core technology for AI. Responsible for the capture and processing of the real-world data used to power AI models, without sensors, AI would not be possible. This roundtable will explore the role of sensors in fueling AI capabilities, and in turn, will examine how AI itself can be utilized in the design and optimization of advanced sensor technologies. Speakers will explore the combined potential of AI and sensor technology in building intelligent and responsive systems across industry, as well as focus on practical applications, recent breakthroughs and future trends that will shape the next generation of smart sensor solutions.

Leonard Lee of neXt Curve moderated a Leaders' Roundtable at Sensors Converge 2025 with:

• Simon Ford, President at Blecon
• Azita Arvani, Founder of Arvani Group
• Manuel Cantone, Sr. Director, Product Marketing at STMicroelectronics
• Rob Watts, AI Architect at Intel
• Yuhan Long, Co-founder and CTO of Infermove