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

- Show: [EE Times Current](https://hardwarepodcasts.com/podcast/ee-times-current)
- Published: 2020-08-07
- Length: 32m
- Page: https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound
- Listen: https://www.eetimes.com/podcasts/seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound/

## Summary

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.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound#t=0) Introduction: Nvidia & Arm Acquisition Talks
- [2:39](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound#t=159) Kevin Krewell on Nvidia-Arm Deal Dynamics
- [4:46](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound#t=286) Strategic Rationale and Licensee Concerns
- [8:44](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound#t=524) Alternative: Arm IPO or Consortium
- [14:55](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound#t=895) US Semiconductor Legislation and Globalization
- [22:14](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound#t=1334) Intel's Manufacturing Costs and Grant Needs
- [28:58](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound#t=1738) Geopolitics: TSMC, SMIC, and China

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

large enterprises

## Mentioned

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

## Related episodes from other shows

- [Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview](https://hardwarepodcasts.com/podcast/the-circuit/2024-11-11-episode-93-arm-qcom-earnings-trump-presidency-impact-on-semis-nvda-preview) (The Circuit)
- [EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-21-ep-126-nvidia-amd-back-in-china-tsmc-earnings-and-agentic-ai-causes-total-infra) (The Circuit)
- [Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-18-episode-34-a-semiconductor-hash-apple-a17-pro-arm-ipo-huawei-kirin-9000-chinas-a) (The Circuit)
- [Histogrammic or Histomagraphical](https://hardwarepodcasts.com/podcast/the-amp-hour/2022-02-21-histogrammic-or-histomagraphical) (The Amp Hour)
- [EMS & The Economist: Geopolitical Factors Shaping the Manufacturing Sector](https://hardwarepodcasts.com/podcast/ems-c-level/2024-09-14-ems-the-economist-geopolitical-factors-shaping-the-manufacturing-sector) (EMS@C-LEVEL)

## Citing this page

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