Hardware Podcasts

Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound

EE Times Current · 7 Aug 2020 · 32m

What this episode covers

Kevin Krewell of Tirias Research discusses the potential acquisition of Arm by Nvidia, analyzing executive connections and the strategic implications for Arm's licensees like Qualcomm and Apple. Dan Hutcheson of VLSI Research, James Lewis of CSIS, and Jeff Rittener of Intel discuss US legislation to boost domestic semiconductor manufacturing, highlighting Intel's need for grants to compete with lower-cost Asian production and the geopolitical focus on TSMC and SMIC.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, Arm Holdings, Softbank, Qualcomm, Apple, Intel, TSMC, Foxconn, ASML, SMIC, Samsung, DARPA, National Science Foundation, Center for Strategic and International Studies, Tirias Research, VLSI Research
Products
AI with Sally, Power Up
Also
RISC-V, Cornin Warner Bill

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