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PodcastThe neXt Curve reThink PodcastOctober 3, 2026

Silicon Futures for September 2026 - Snapdragon Summit, the Bank of NVIDIA, Hugging Face, High-NA

Monthly recap of September 2026 semiconductor and AI headlines: Snapdragon Summit, Nvidia-MediaTek partnership, Nvidia acquiring Hugging Face, agent security, High-NA lithography, AI Infra Summit, quantum foundry news and edge AI.

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The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.