# EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-07-21
- Length: 45m
- Episode: 127
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-07-21-ep-126-nvidia-amd-back-in-china-tsmc-earnings-and-agentic-ai-causes-total-infra
- Listen: https://share.transistor.fm/s/7bf2884a

## Summary

Ben Bajarin and Jay Goldberg discuss Nvidia and AMD receiving US approval to sell modified chips to China, analyzing the competitive threat from Huawei and the role of lobbying. They analyze TSMC's strong earnings and massive expansion plans in Arizona, while noting the emerging foundry competition from Intel's 18A and 14A nodes. The hosts also explore how agentic AI is driving a need for general-purpose infrastructure upgrades and discuss Synopsys' acquisition of Ansys to enhance physical modeling capabilities.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-21-ep-126-nvidia-amd-back-in-china-tsmc-earnings-and-agentic-ai-causes-total-infra#t=6) Nvidia and AMD China Waivers
- [11:48](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-21-ep-126-nvidia-amd-back-in-china-tsmc-earnings-and-agentic-ai-causes-total-infra#t=708) TSMC Earnings and Arizona Expansion
- [19:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-21-ep-126-nvidia-amd-back-in-china-tsmc-earnings-and-agentic-ai-causes-total-infra#t=1146) Intel Foundry Competition
- [22:31](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-21-ep-126-nvidia-amd-back-in-china-tsmc-earnings-and-agentic-ai-causes-total-infra#t=1351) Agentic AI Infrastructure Needs
- [37:12](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-21-ep-126-nvidia-amd-back-in-china-tsmc-earnings-and-agentic-ai-causes-total-infra#t=2232) Synopsys Acquires Ansys
- [43:47](https://hardwarepodcasts.com/podcast/the-circuit/2025-07-21-ep-126-nvidia-amd-back-in-china-tsmc-earnings-and-agentic-ai-causes-total-infra#t=2627) Marvell Leadership Change

## 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)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [EDA & CAD tools](https://hardwarepodcasts.com/topic/eda-and-cad-tools)

## Most relevant to

large enterprises

## Mentioned

- Nvidia (company)
- AMD (company)
- Huawei (company)
- TSMC (company)
- Intel (company)
- ASML (company)
- Synopsys (company)
- Ansys (company)
- Marvell (company)
- Blackwell (product)
- Hopper (product)
- Ascend 910C (product)
- N2 (product)
- 18A (product)
- 14A (product)
- CUDA (product)
- DeepSeek (product)
- Airbnb (product)
- GPT Operator (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)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (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)
- [China’s $28B Big Fund | The Cockiest Startup | Sony’s Ambitions](https://hardwarepodcasts.com/podcast/ee-times-current/2019-11-22-chinas-28b-big-fund-the-cockiest-startup-sonys-ambitions) (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)

## Citing this page

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