Beyond Silicon: Navigating The Future of Semiconductor Innovation and Geopolitics
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Nandan Nayampally, CCO of Baya Systems with experience at ARM, Amazon and AMD, discusses the evolving semiconductor landscape with managing partner Carlos Espinal. The conversation explores current market valuations, geopolitical factors in chip development, and the shift toward specialized IP designs in the AI-driven semiconductor industry.
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Each had their own instruction set. Each had their own software stack, and each had their own fabs. But that was a model that wouldn't scale. It just got too expensive, and so you started getting the breakdown in the supply chain.
Each had their own instruction set. Each had their own software stack, and each had their own fabs. But that was a model that wouldn't scale. It just got too expensive, and so you started getting the breakdown in the supply chain and tried to started developing on okay. TSMC will manufacture for you. Synopsys and Cadence are tool players that will help you take your top level designs and help them make them manufacturable. And that kind of spurred an industry that was capable of doing different things. And that has been kind of the bedrock of the innovation that you see over the last two or three decades.
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