Kevin Deneen
Technology & Communication Services Equity Strategist Americas at UBS Chief Investment Office, offering technical industry expertise on semiconductors, AI infrastructure, and sector implications.
Best podcasts with Kevin Deneen
Ranked by the Snipd community
Feb 27, 2026 • 19min
Top of the Morning: Chips Ahoy - The semiconductor
Kevin Deneen, tech strategist on semiconductors and AI infrastructure. Kurt Ryman, macro head with historical and policy perspective on transformational innovation. They trace the microchip’s origins, the scale of transistor progress, policy and trade shifts like the CHIPS Act, and how chips now enable AI, autos, robotics, and healthcare.
