Hardware Podcasts

Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round

EE Times Current · 16 Jul 2021 · 34m

What this episode covers

Jim McGregor, co-founder of Tirias Research, discusses the evolving competitive landscape of the semiconductor industry, identifying Intel, AMD, and NVIDIA (following its potential acquisition of Arm) as the new dominant trio. He explains how the convergence of computing, connectivity, and intelligence is blurring traditional boundaries, with companies like Qualcomm, Samsung, and MediaTek competing across smartphones, servers, and automotive sectors. McGregor highlights the shift toward heterogeneous computing, specialized accelerators like DPUs, and the move away from monolithic dies toward multi-chip modules and advanced packaging to overcome Moore's Law limitations.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, AMD, NVIDIA, Arm, Qualcomm, Samsung, MediaTek, Xingwa Unigroup, Yangtze Memory Technologies, UNISOC, GlobalFoundries, Psi Quantum, Synopsys, Cadence
Also
RISC-V

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