# Episode 37: Updated Thoughts on Entity Lists

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-10-09
- Length: 29m
- Episode: 39
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-10-09-episode-37-updated-thoughts-on-entity-lists
- Listen: https://share.transistor.fm/s/7dbcc8fc

## Summary

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.

## Chapters

- [0:09](https://hardwarepodcasts.com/podcast/the-circuit/2023-10-09-episode-37-updated-thoughts-on-entity-lists#t=9) Introduction: RISC-V and Entity List Updates
- [2:14](https://hardwarepodcasts.com/podcast/the-circuit/2023-10-09-episode-37-updated-thoughts-on-entity-lists#t=134) RISC-V Regulation and Open Source Loopholes
- [6:08](https://hardwarepodcasts.com/podcast/the-circuit/2023-10-09-episode-37-updated-thoughts-on-entity-lists#t=368) The Third Architecture and Industry Impact
- [9:34](https://hardwarepodcasts.com/podcast/the-circuit/2023-10-09-episode-37-updated-thoughts-on-entity-lists#t=574) Lobbying, Loopholes, and Huawei's Survival
- [15:17](https://hardwarepodcasts.com/podcast/the-circuit/2023-10-09-episode-37-updated-thoughts-on-entity-lists#t=917) Generative AI Restrictions and Cloud Loopholes
- [19:01](https://hardwarepodcasts.com/podcast/the-circuit/2023-10-09-episode-37-updated-thoughts-on-entity-lists#t=1141) Investor Perspective and Election Year Risks
- [25:02](https://hardwarepodcasts.com/podcast/the-circuit/2023-10-09-episode-37-updated-thoughts-on-entity-lists#t=1502) Semiconductor Capital Equipment and DUV Loopholes

## Topics

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

## Most relevant to

large enterprises

## Mentioned

- RISC-V (other)
- NVIDIA (company)
- AMD (company)
- Intel (company)
- Huawei (company)
- ARM (company)
- Applied Materials (company)
- Tokyo Electron (company)
- TSMC (company)
- Gaudi (product)

## Related episodes from other shows

- [For a couple weeks there...](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there) (The Amp Hour)
- [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)
- [RISC-V Reaches Adolescence](https://hardwarepodcasts.com/podcast/ee-times-current/2021-12-17-risc-v-reaches-adolescence) (EE Times Current)
- [Daaaamn We're Duuuummmb](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-07-17-daaaamn-were-duuuummmb) (The Amp Hour)
- [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)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2023-10-09-episode-37-updated-thoughts-on-entity-lists. 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 Circuit.