Hardware Podcasts

Episode 77: Asia Semis Tour

The Circuit · 30 Jul 2024 · 38m · Episode 78

What this episode covers

Jay Goldberg, who recently toured China's semiconductor and electronics sector, discusses the mixed economic sentiment, the impact of US sanctions, and the rapid expansion of local manufacturing capabilities. He highlights Huawei's successful development of 7nm chips via SMIC, the oversupply of trailing-edge semiconductors, and the strategic focus on EVs and consumer electronics. Goldberg also notes the sophistication of companies like Hikvision and the potential competitive threat to Western analog chipmakers like Texas Instruments from China's massive new fab capacity.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Huawei, SMIC, Hikvision, Texas Instruments, STMicroelectronics, NXP, Cadence, Synopsys, Skyworks, NVIDIA
Products
A100, H200, WeChat

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