# Intel CPU |5G Fixed Wireless | AI Silicon Race | SMIC Rift

- Show: [EE Times Current](https://hardwarepodcasts.com/podcast/ee-times-current)
- Published: 2019-03-29
- Length: 15m
- Page: https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift
- Listen: https://podcast.show/aspencore/episode/42910248/

## Summary

Phil Williams hosts an EE Times briefing covering four major industry developments. Dylan McGrath analyzes how Intel's CPU shortage is allowing AMD to capture market share in the PC sector. Editor-in-Chief Brian Santo critiques AT&T and Verizon's premature 5G fixed wireless rollout, citing poor business cases and technical shortcomings. The episode also features Junko Yoshida and Rick Merritt discussing the competitive AI silicon landscape, highlighting NVIDIA's dominance and emerging players, before concluding with a report on management turmoil at SMIC and its implications for China's domestic DRAM strategy.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift#t=0) Introduction: Intel CPU Shortage and AMD's Opportunity
- [3:49](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift#t=229) 5G Fixed Wireless: AT&T and Verizon's Premature Rollout
- [7:33](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift#t=453) AI Silicon Landscape: NVIDIA, Startups, and Benchmarks
- [11:16](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift#t=676) SMIC Management Rift and China's DRAM Strategy

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Wireless & RF](https://hardwarepodcasts.com/topic/wireless-and-rf)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Intellectual property](https://hardwarepodcasts.com/topic/intellectual-property)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- AMD (company)
- AT&T (company)
- Verizon (company)
- NVIDIA (company)
- Google (company)
- SMIC (company)
- Xingwa Unigroup (company)
- TPU (product)
- Zion (product)

## Related episodes from other shows

- [EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity](https://hardwarepodcasts.com/podcast/the-circuit/2026-04-27-ep-162-tpus-via-cloud-next-intel-earnings-foundry-scarcity) (The Circuit)
- [Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-08-ep-178-computex-broadcom-earnings-other-nuggets-from-the-week) (The Circuit)
- [EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-26-ep-150-intel-earnings-some-intel-growth-theories-x86-v-arm-in-datacenter) (The Circuit)
- [Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings](https://hardwarepodcasts.com/podcast/the-circuit/2023-08-03-episode-27-industry-cyclicality-on-display-in-big-semi-co-earnings) (The Circuit)
- [Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?](https://hardwarepodcasts.com/podcast/the-circuit/2024-08-02-episode-78-what-a-week-in-semis-amd-arm-qualcomm-intel) (The Circuit)

## Citing this page

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