Reflections from the Silicon Horizon Last Thursday, Berkeley SkyDeck and Synopsys Inc brought together founders, investors, operators, and researchers for “The Silicon Horizon: The Next Decade for the Chip Industry.” It was energizing to help emcee a conversation that stepped back from the next node or the next funding round and focused on where this industry is really heading. What stood out most wasn’t any single prediction, but the consistency of the message across very different vantage points. We’re entering a decade where progress is less about brute-force scaling and more about how intelligently we design, integrate, and deploy silicon—from architecture and memory to packaging and system-level thinking, especially for AI-driven workloads. For startups in particular, speed to tape-out is becoming existential, not optional. And just as important, no one advances alone. The strongest insights reinforced how tightly coupled this ecosystem has become—academia, EDA and cloud platforms, foundries, and capital all moving together, increasingly organized around specific problems and workloads rather than general-purpose chips. It feels like a moment where collaboration and alignment matter more than sheer scale. Thank you to the speakers and panelists for sharing their perspectives so candidly: Borivoje Nikolic (UC Berkeley) Sridhar Panchapakesan (Synopsys) Krste Asanovic (SiFive) Ravi Subramanian (Synopsys) Vijay R. (Mayfield) Paul Rousseau (TSMC) And many thanks to Chon Tang for guiding a thoughtful panel discussion. It was great to see so many thought leaders join us and help make the event what it was. Looking forward to continuing these conversations as the silicon horizon comes into clearer focus. #SiliconHorizon #Semiconductors #ChipStartups #EDA #AIHardware #BerkeleySkyDeck #Synopsys
Silicon Horizon: Chip Industry Trends and Collaboration
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2026 marks 35 years of Intel Capital investing in compute and the next wave of transformative technology. Since 1991, Intel Capital has deployed over $20B into 1,800+ startups, partnering with founders whose work has shaped industries and set global standards. From landmark exits such as Astera Labs, Joby Aviation, and VMware to recent investments in next-gen technologies, including Anyscale, FieldAI, Figure, MinIO, Runpod, and many more, our portfolio continues to define the future of compute. Our investment focus continues to center on deep tech, AI, and cloud-native infrastructure, advanced manufacturing, and the broader foundry ecosystem. Through programs like the Embedded Expert Program (ExP) and global portfolio events, we provide companies with the expertise, resources, and networks to scale effectively. Intel Capital remains committed to supporting the founders and technologies shaping the future of compute, building on a legacy of innovation and impact. Read more about our journey and vision for the next chapter in Anthony Lin (林立中)’s blog: https://lnkd.in/gZSvQGeY #AI #VentureCapital #DeepTech
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Nvidia's 80-90% AI chip dominance faces real threats from AMD, startups like SambaNova, hyperscaler custom silicon, and even Alphabet's rise. Investors and execs: here's why cracks matter for $NVDA, $AMD, $TSM markets. 🔗 Full story in comments ↓ #AIChips #Nvidia #NVDA #TechInvesting #AIRevolution
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Physics is becoming the bottleneck. At the #AInfrastructure Summit, the tone shifted. The conversation is no longer just about building better models. It’s about the hard physical limits of our world. Intel Corporation's CEO, Lip-Bu Tan, put it bluntly: we’re hitting a wall with energy and memory. Incremental improvements won’t be enough - we need architectural shifts. He noted that technologies like quantum computing will eventually become necessary to push beyond these physical constraints. He also shared two observations for startup founders: To compete with giants on top talent, you need to leave meaningful equity on the table. When evaluating acquisitions, he looks beyond revenue. He places a heavy emphasis on whether the founders have the agility to pivot as markets shift. Later NVIDIA's CTO, Michael Kagan said that today’s technology will look primitive in 50 years, and didn’t dismiss ideas like space-based data centers as a long-term solution for cooling and energy efficiency. Where do you see the biggest structural constraint today - the grid, memory bandwidth, or talent? Thank you Pitango, Viola Ventures, Samsung Catalyst Fund, PEARL COHEN ZEDEK LATZER BARATZ UK LLP for hosting and organizing this great event! And for all the rest of the great speakers that took part.
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Major Milestone in AI & High-Performance Computing! Eliyan Corporation has raised $50 million in strategic investments from global technology leaders including AMD, Arm, Coherent Corp., and Meta, with continued support from Samsung Catalyst Fund and Intel Capital, strengthening its position in next-generation AI infrastructure. This funding will accelerate the commercialization of NuLink™ PHY and NuGear™ chiplet technologies, designed to break memory and I/O barriers in high-performance computing systems. Visionary Leadership Driving Innovation Founding Team • Ramin Farjadrad – CEO & Co-Founder • Patrick Soheili – Chief Strategy & Business Officer • Syrus Ziai – Chief Operating Officer Leadership Team • Kevin Donnelly – VP, Strategic Marketing • Alan Krock – Chief Financial Officer • Hugh Durdan – VP, Interface Chiplets • KH Lee – VP, Sales (Asia Pacific) • Paul Fahey – VP, Memory Products • Sean Lundy – VP, Global Sales • Anup Jose – Head, Analog/Mixed-Signal • Farhad Tabrizi– VP, Alliances & Standards • Ali Khoshniat, Ph.D. – Head, Packaging & Signal Integrity • Madhusudhan T. – VP, ASIC Development The next era of computing is being built, powered by innovation, strategy, and global collaboration. #AIInnovation #HighPerformanceComputing #SemiconductorIndustry #ChipletTechnology #DeepTech #TechLeaders #StartupSuccess #VentureCapital #StrategicFunding #FutureOfAI #DigitalEcosystem #GlobalBusiness #Enterworld
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This writer has recently pointed out the importance of a startup achieving positive cash flow as soon as possible (please see: https://lnkd.in/dWVZWEHg). The transfer of money in and out of mature, public companies is also obviously, an important determinant on their financial condition. fibeReality has learned that a couple of days after Lumentum’s earning call (please see: https://lnkd.in/ea6Ne2HP), there was an all-hands meeting at the firm. Apparently, a major focus was on expanding Lumentum to a market capitalization of $100 billion. We believe that such a steep goal is likely ludicrous in that the supplier presently has negative cash flow, and that it is inevitable that capacity will meet demand for lasers – and there are not really barriers in constructing such devices. There is also a relatively direct correlation between the size of market cap and the amount of free cash flow, as for example, Marvell Technology, with about $1.6 billion (please see: https://lnkd.in/eSapmfX4) and Nvidia at approximately $77 billion (please see: https://lnkd.in/eh8SbBkK). In fibeReality’s experience, it is a rather odd subject to be discussing on a corporate-wide basis, and in our opinion, it may be a reminder that the historic judgement of the top leadership, including at previous firms, can have implications even during good times (please see: https://lnkd.in/ehsfwpQw). It should be further noted that the caps for transceiver suppliers in general already seem out of line. Undoubtedly, Lumentum’s outlook for its laser business is currently quite strong. So, another subject discussed at that get-together was that it is increasing prices on chips and chip-on-submounts in every case where manufacturing capacity is being exceeded by demand. While that makes perfect economic sense, it will also encourage customers to an even greater extent to look for greater diversification with their supply chains. The other considerations for Lumentum are that is fair to characterize the co-packaged optics opportunity as being overhyped and that the size of the optical circuit switch segment will probably be significantly lower than the inflated, publicized expectations. (Please see the second and fourth links in this post.)
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ChipAgents 🤖💡 has raised $50M in Series A1 funding, bringing its total funding to $74M. The round was led by Matter Venture Partners, with participation from existing investors Bessemer Venture Partners, Micron, MediaTek, and Ericsson. As part of the investment, Wen Hsieh, Founding Managing Partner at Matter Venture Partners, will join ChipAgents’ Board of Directors. Founded in 2024 by CEO William Yang Wang, ChipAgents provides an agentic AI platform for the semiconductor design industry, transforming specifications and code into production-ready RTL, verification assets, and automated root-cause analysis—significantly shortening design and verification cycles. The company plans to use the new capital to scale its platform, expand engineering and research teams, and accelerate global deployment of multi-agent chip teams, bringing autonomous AI agents into real-world semiconductor design and verification workflows worldwide. #FundingNews #SeriesA1 #Semiconductors #AgenticAI #AIinChipDesign #EDA #HardwareAI #DeepTech #VentureCapital #StartupEcosystem #AITechSupports #AITech #AITechnology #CEO #CTO
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Agrani Labs Secures $8 Mn Funding Led by Peak XV Partners Former Intel and AMD executives founded Bengaluru-based Agrani Labs, an AI semiconductor business, raised $8 million in a seed round led by Peak XV Partners alongside angel investors. READ MORE: https://lnkd.in/dU8Wyguu
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Nvidia invests $2B to help debt-ridden CoreWeave add 5GW of AI compute CoreWeave will also integrate Nvidia's products across its platform, including the new Rubin chip architecture.
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Fun Fact: Why is it called Silicon Valley? The name isn’t just catchy branding, it reflects one of the most important technological shifts in modern history. In 1971, journalist Don Hoefler coined the term while writing about the cluster of companies in California’s Santa Clara Valley producing silicon-based semiconductors. At the time, firms like Intel and Fairchild Semiconductor were pioneering the microchips that would power the digital revolution. “Silicon” represents the material that made computing possible. “Valley” reflects the region’s geography — once farmland and orchards before innovation transformed it. What started as a nickname for a chip-manufacturing hub became shorthand for the global epicenter of innovation, venture capital, and disruptive technology. It’s a reminder that industries — and entire regions — can reinvent themselves when talent, vision, and investment converge. #Innovation #Technology #History #Leadership #DigitalTransformation #semiconductor
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