# For a couple weeks there...

- Show: [The Amp Hour](https://hardwarepodcasts.com/podcast/the-amp-hour)
- Published: 2023-11-28
- Length: 1h 07m
- Episode: 652
- Page: https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there
- Listen: https://theamphour.com/652-for-a-couple-weeks-there/

## Summary

Hosts Chris Gammell and Dave Jones discuss the current state of the semiconductor industry, including Michael Burry's bearish bet on the sector and the impact of Chinese export controls on gallium and germanium. They analyze the layoffs at RISC-V startup SiFive and the acquisition of Future Electronics by W&T Microelectronics, while also covering the technical details of WS2812 LED controllers and the regulatory fraud surrounding the nuclear diamond battery.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there#t=0) Introduction and Personal Updates
- [10:33](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there#t=633) PCB Trade Shows and Manufacturing Costs
- [13:21](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there#t=801) SiFive Layoffs and RISC-V Ecosystem
- [22:14](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there#t=1334) Michael Burry's Semiconductor Short and Market Cycles
- [37:01](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there#t=2221) PCB Design Errors and SnapEDA
- [45:14](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there#t=2714) WS2812 LED Controller Manufacturing and PixelBlaze
- [51:59](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there#t=3119) Quantum Computing Reality Check
- [56:39](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there#t=3399) China Export Controls on Gallium and Germanium
- [1:03:51](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there#t=3831) Future Electronics Acquisition and KiCon Updates

## Topics

- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [EDA & CAD tools](https://hardwarepodcasts.com/topic/eda-and-cad-tools)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Debugging & failure analysis](https://hardwarepodcasts.com/topic/debugging-and-failure-analysis)

## Most relevant to

large enterprises

## Mentioned

- SiFive (company)
- Raspberry Pi (product)
- Future Electronics (company)
- W&T Microelectronics (company)
- NRF9160 (chip)
- WS2812 (chip)
- PixelBlaze (product)
- SnapEDA (tool)
- Michael Burry (other)
- KiCad (tool)

## Related episodes from other shows

- [ON Semi’s Acquisition | TSMC’s Finer Nodes | Tesla’s AI Chip | China’s Fabless Companies](https://hardwarepodcasts.com/podcast/ee-times-current/2019-04-26-on-semis-acquisition-tsmcs-finer-nodes-teslas-ai-chip-chinas-fabless-companies) (EE Times Current)
- [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 37: Updated Thoughts on Entity Lists](https://hardwarepodcasts.com/podcast/the-circuit/2023-10-09-episode-37-updated-thoughts-on-entity-lists) (The Circuit)
- [Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming](https://hardwarepodcasts.com/podcast/the-circuit/2026-02-23-episode-154-live-with-gsa-the-state-of-semis-key-inflection-points-coming) (The Circuit)
- [Infineon’s $10B Gambit |Wally Rhines at DAC | IEEE ‘Reviewgate’](https://hardwarepodcasts.com/podcast/ee-times-current/2019-06-07-infineons-10b-gambit-wally-rhines-at-dac-ieee-reviewgate) (EE Times Current)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Amp Hour.
