Inside the semiconductor factory

We explore the potential and the challenges for Arctic shipping. As global warming causes sea ice to retreat, passages are opening up through this vast frozen Arctic Ocean. We explore what these routes are, who’s using them, and examine the players with big ambitions to develop t ...  Show more

Cuba is in the grip of a deep economic crisis. The country’s communist government says it will open up the struggling economy to greater private investment in an effort to tackle it. But will these reforms be enough? And can they happen quickly enough to slow the record number of ...  Show more

Welcome to an episode with Nick Santhanam, the CEO of Fernweh Group, an investment company adapting an engaged investor & operator model (EIOM) to create alpha in the industrial and industrial technology sector. In this episode, we dig deep into the prevailing narrative about the ...  Show more

President Joe Biden has committed hundreds of billions of dollars to supercharging the US tech sector. Democrats hope it will give the nation a competitive edge when it comes to semiconductors - a new battleground in global manufacturing. Professor David Yoffie, a former board me ...  Show more

The United States used to be a leader in semiconductor production, but its share of global output dropped from 37 percent in 1990 to just 12 percent in 2019. That helps explain why the country now faces serious supply issues. Rob and Jackie sat down with John Zysman, a professor ...  Show more

<span style="font-weight: 400;">Welcome to Strategy Skills episode 296, an episode with Nick Santhanam, the CEO of Fernweh Group, an investment company adapting an engaged investor & operator model (EIOM) to create alpha in the industrial and industrial technology sector.</spa ...