GlobalFoundries CEO Thomas Caulfield on Domestic Chip Manufacturing, CrowdStrike Co-Founder Dmitri Alperovitch on Cybersecurity & Intercom CEO Karen Peacock on Consumer Engagement 3/23/22

TechCheck

CNBC

Disruptors, Investing, Faang, Technology, Business, Management, Cnbc, Tech

4.8 • 56 Ratings

🗓️ 23 March 2022

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Our anchors start today’s show with CNBC’s Ylan Mui covering the CEOs of semiconductor firms Intel and Micron testifying before Congress, and chipmaker GlobalFoundries CEO Thomas Caulfield weighs in on the sector’s domestic manufacturing push. Then, cybersecurity provider CrowdStrike Co-Founder Dmitri Alperovitch joins after Microsoft and identity management company Okta reported security breaches, and Index Ventures Partner Nina Achadjian offers insight on the state of the IPO market. Later, our Julia Boorstin breaks down headwinds affecting Facebook’s user base and advertising, and customer communications platform Intercom CEO Karen Peacock discusses consumer engagement and unveils a series of new innovations.

Transcript

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0:00.0	I'm John Ford you're listening to CNVC's Tech Check our show is live weekdays at 11 a.m.
0:05.1	Eastern listen in. Good Wednesday morning welcome to Tech Check I'm Carl Cantonia with
0:27.0	your Drubosa and John Fort today from oversold to overbought software and
0:31.8	fang have both rallied hard off of those mid-March lows, losing
0:34.8	a little ground today. Where are we in the market correction for tech? Plus, those chipmakers
0:39.8	testifying on the hill as the US looks to boost domestic production.
0:44.0	We'll talk to Global Foundry CEO Tom Kaulfield this hour.
0:47.0	And then Adobe shares falling after reporting results.
0:50.0	Last year shakingness is extending into 22 should investors be concerned about the outlook D
0:58.1	Let's get to Carl but we're gonna start in Washington as top chip exec testified before Congress looking
1:03.2	together support for increased funding for domestic production.
1:06.7	Elon Moy has been monitoring the hearing and has more Elon what are we
1:11.0	hearing so far?
1:12.0	Well dear just so far? Well, Deirdre, so far this hearing has been
1:15.6	part education and part advocacy. Intel CEO Pat Geldsinger even bought some of his
1:21.2	latest four nanometer technology chips to show Congress.
1:24.9	He said that every aspect of human life is becoming digital and semiconductors are the
1:29.7	foundation of that digital life.
1:32.1	Meanwhile, Micron CEO Sanjay Mirota tried to of that
1:35.0	the the CEO of Sandra Mirota tried to argue that the US is already risking
1:41.0	falling behind on that investment in next generation technology.
1:46.3	I hope to leave you with one key takeaway today. The U.S. government needs to level the playing field and create incentives to support
	...

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