The Circuit · 9 Oct 2023 · 29m · Episode 39
Ben Bajarin and Jay Goldberg discuss the anticipated update to the US entity list and the potential regulation of RISC-V architecture. They analyze how US restrictions on advanced chips and generative AI impact companies like NVIDIA, AMD, and Intel, while noting the loopholes that allow Huawei to survive. The hosts also examine the risks for semiconductor capital equipment (semicap) makers like Applied Materials and Tokyo Electron as China accelerates its domestic chip manufacturing capabilities.
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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.
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.
Kevin Krewell, principal analyst at Tirias Research, discusses the state of the RISC-V ecosystem following the 2021 RISC-V Summit, highlighting its emergence as a viable competitor to x86 and Arm architectures. He details how companies like Imagination Technologies and SiFive are leveraging the open instruction set to build CPU cores, while the RISC-V International Foundation works to standardize the ecosystem through new profiles and platforms to prevent fragmentation. Krewell also notes the significant enthusiasm for RISC-V in China due to its neutral governance and open nature, which offers an alternative to Western-controlled technologies.
Hosts Chris Gammell and Dave Jones discuss the inefficiencies of early solar thermal plants, the emerging UCIE standard for chiplets, and the acquisition of National Instruments by Emerson. They also review the Digilent Analog Discovery 3 test equipment, analyze the CH32V003 microcontroller, and touch on the geopolitical implications of China's export controls on gallium and germanium.
EE Times editors discuss the corporate turmoil at Imagination Technologies, where CEO Ron Black was removed following a dispute with Chinese-backed owner Canyon Bridge over board control and IP security. Analyst Kevin Krewell reports on the Spring Linley Conference, highlighting new AI chip architectures from Groq, Cerebras, and Flex Logi, while noting that software complexity remains the primary challenge. The episode concludes with a global audio essay, 'The Sounds of the Pandemic,' featuring personal accounts of life during lockdown from Italy, Taiwan, the UK, France, and China.
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