# Episode 77: Asia Semis Tour

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-07-30
- Length: 38m
- Episode: 78
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-07-30-episode-77-asia-semis-tour
- Listen: https://share.transistor.fm/s/c6de66e8

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-30-episode-77-asia-semis-tour#t=6) Introduction: Jay Goldberg's China Semiconductor Tour
- [1:59](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-30-episode-77-asia-semis-tour#t=119) Economic Sentiment and Industry Optimism in Shanghai
- [4:19](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-30-episode-77-asia-semis-tour#t=259) Huawei's 7nm Breakthrough and SMIC's Capabilities
- [7:43](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-30-episode-77-asia-semis-tour#t=463) US Sanctions, Entity Lists, and Supply Chain Loopholes
- [11:42](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-30-episode-77-asia-semis-tour#t=702) The 3,000 Company Problem and Brutal Price Compression
- [16:51](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-30-episode-77-asia-semis-tour#t=1011) AI Hype vs. Reality and the EV Supply Chain Pause
- [21:53](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-30-episode-77-asia-semis-tour#t=1313) Geopolitical Loopholes and the Depth of China's Supply Chain
- [29:55](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-30-episode-77-asia-semis-tour#t=1795) Hikvision's Technology and State-Run Fab Expansions
- [35:47](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-30-episode-77-asia-semis-tour#t=2147) Texas Instruments' Strategy and Future Analog Competition

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)

## Most relevant to

large enterprises

## Mentioned

- Huawei (company)
- SMIC (company)
- Hikvision (company)
- Texas Instruments (company)
- STMicroelectronics (company)
- NXP (company)
- Cadence (company)
- Synopsys (company)
- Skyworks (company)
- NVIDIA (company)
- A100 (product)
- H200 (product)
- WeChat (product)

## 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)
- [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)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [EMS & The Economist: Geopolitical Factors Shaping the Manufacturing Sector](https://hardwarepodcasts.com/podcast/ems-c-level/2024-09-14-ems-the-economist-geopolitical-factors-shaping-the-manufacturing-sector) (EMS@C-LEVEL)

## 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/2024-07-30-episode-77-asia-semis-tour. 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.