Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound

The Weekly Briefing podcast: The semiconductor industry is negotiating two seismic events. First, Arm Holdings, one of the most important suppliers of semiconductor IP in the world, is reportedly up for sale, and the likeliest buyer is Nvidia – with Kevin Krewell (Tirias Research). Second, in the midst of a pandemic, a trade war, and supply-chain disruption, US politicians are working on legislation to encourage more domestic semiconductor technology development – with Dan Hutcheson (VLSI Research), James Lewis (Center for Strategic and International Studies), and Jeff Rittener (Intel).