A Bit Personal

Judy

At a Glance

A Bit Personal is hosted by Judy covering Semiconductors, Geopolitics, Leadership, and Corporate Strategy. Notable guests include Cristiano Amon (President and CEO, Qualcomm), Hassan El Khoury (CEO, Onsemi), and Mark Edelstone, Colin Stewart (Managing Director; Managing Director and Vice Chairman, Morgan Stanley). Episodes span from Jan 2026 to Apr 2026.

15 episodes293 total claims12 topics covered

15 episodes

Beyond the Smartphone: Cristiano Amon on Qualcomm’s AI Revolution and the Global Bridge

Apr 25, 2026

›

Under CEO Cristiano Amon, Qualcomm is executing a major diversification strategy to expand beyond the mature mobile market into high-growth areas like automotive, PCs, and IoT. Amon's vision center...

Neutral0 quotes0 findings

QualcommCristiano AmonCorporate StrategyDiversification+11 more

Private Car Collection: Onsemi CEO on Driving into the Future

Apr 16, 2026

›

Hassan El Khoury, CEO of Onsemi, has successfully executed a major strategic pivot, divesting legacy businesses to focus on the high-growth automotive and industrial markets. Onsemi has become a le...

Neutral0 quotes0 findings

Hassan El KhouryOnsemiCypress SemiconductorCorporate Transformation+11 more

The Architects of Value: Mark Edelstone and Colin Stewart on the Economics of Silicon Valley

Apr 10, 2026

›

The AI investment cycle is projected to be an order ofmagnitude larger than the cloud cycle, with an estimated $10 trillion in total capital expenditure, suggesting the industry is still in the ear...

Neutral0 quotes0 findings

AI Investment CycleSemiconductorsCapital Expenditures (CapEx)NVIDIA+11 more

Building Intel: Pat Gelsinger on Engineering the AI Era

Mar 26, 2026

Cadence Design Systems: Anirudh Devgan

Mar 19, 2026

The Architects of Value: Mark Edelstone and Colin Stewart on the Economics of Silicon Valley

Mar 12, 2026

From TSMC to MediaTek: Rick Tsai on Precision, Resilience, and the Art of the Long Game

Mar 5, 2026

Clarity, Consistency, and Care: Dr. Tien Wu’s Philosophy for a Global Silicon Giant

Feb 26, 2026

The Endurance Mindset: Matt Murphy on Leading Marvell and the AI Infrastructure Race

Feb 20, 2026

Inside Broadcom: Building the Infrastructure the World Runs On | Charlie Kawwas

Feb 12, 2026

Dr. Leo Li, CEO & Chairman of Blue Ocean Technologies Inc

Feb 5, 2026

China Briefing: Young China and the AI Moment | Zak Dychtwald

Jan 29, 2026

Lisa Su: The Personal Mission Driving the Next Era of AI

Jan 22, 2026

Jensen Huang: Founder and CEO of NVIDIA

Jan 15, 2026

How One Man Built the Invisible Backbone of the AI Revolution: Aart de Geus

Jan 15, 2026

Get started free

A Bit Personal

At a Glance

15 episodes

Top Topics