# Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-09-18
- Length: 40m
- Episode: 36
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-09-18-episode-34-a-semiconductor-hash-apple-a17-pro-arm-ipo-huawei-kirin-9000-chinas-a
- Listen: https://share.transistor.fm/s/91d65f22

## Summary

Ben Bajarin and Jay Goldberg discuss the recent IPO of Arm, the technical specifications and strategic implications of Apple's A17 Pro chip, and the geopolitical significance of Huawei's Kirin 9000 chip manufactured by SMIC. They analyze how US sanctions have forced Chinese companies like Huawei to develop domestic semiconductor capabilities, questioning the long-term effectiveness of those restrictions. The hosts also cover Apple's extended modem supply agreement with Qualcomm and the potential for Apple to enter the handheld gaming market.

## Chapters

- [0:07](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-18-episode-34-a-semiconductor-hash-apple-a17-pro-arm-ipo-huawei-kirin-9000-chinas-a#t=7) Arm IPO Analysis
- [3:20](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-18-episode-34-a-semiconductor-hash-apple-a17-pro-arm-ipo-huawei-kirin-9000-chinas-a#t=200) Apple A17 Pro Chip Specs and AI Strategy
- [13:48](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-18-episode-34-a-semiconductor-hash-apple-a17-pro-arm-ipo-huawei-kirin-9000-chinas-a#t=828) Apple-Qualcomm Modem Agreement and RF Strategy
- [21:27](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-18-episode-34-a-semiconductor-hash-apple-a17-pro-arm-ipo-huawei-kirin-9000-chinas-a#t=1287) Huawei Kirin 9000 and SMIC 7nm Production
- [25:52](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-18-episode-34-a-semiconductor-hash-apple-a17-pro-arm-ipo-huawei-kirin-9000-chinas-a#t=1552) China's Semiconductor Ambitions and Sanctions Impact

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)

## Most relevant to

large enterprises

## Mentioned

- Arm (company)
- Apple (company)
- A17 Pro (chip)
- Huawei (company)
- Kirin 9000 (chip)
- SMIC (company)
- Qualcomm (company)
- TSMC (company)
- Intel (company)
- NVIDIA (company)
- ASML (company)
- Skyworks (company)
- Corvo (company)
- TI (company)
- NXP (company)
- ST Micro (company)
- Dylan Patel (other)
- SemiAnalysis (company)
- Jordan Schneider (other)
- Douglas Laughlin (other)

## Related episodes from other shows

- [Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound) (EE Times Current)
- [AI Chip Revelations | A Corporate Soap Opera | The Sounds of a Pandemic](https://hardwarepodcasts.com/podcast/ee-times-current/2020-04-17-ai-chip-revelations-a-corporate-soap-opera-the-sounds-of-a-pandemic) (EE Times Current)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [For a couple weeks there...](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there) (The Amp Hour)
- [Smartphones, China, Gaming, AR — and a Snapdragon to Rule Them All](https://hardwarepodcasts.com/podcast/ee-times-current/2019-12-13-smartphones-china-gaming-ar-and-a-snapdragon-to-rule-them-all) (EE Times Current)

## Citing this page

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