Podcast EP269: A Broad View of Semiconductor Market Dynamics with Rajiv Khemani
Dan is joined by Rajiv Khemani, a serial entrepreneur and an industry leader with 25 years of experience in building and scaling businesses. He is currently co-founder & CEO of Auradine. He is also an investor and board member in the data infrastructure, AI and software/platforms space. Previously, Rajiv was co-founder & CEO of Innovium, a leading provider of cloud-optimized network switching solutions that was acquired by Marvell for over $1B in 2021. Prior to that, Rajiv was COO at Cavium, he also worked at Intel, Sun Microsystems & Network Appliance.
In this comprehensive discussion, Dan explores the market dynamics and evolution of the semiconductor ecosystem with Rajiv. How monopolistic tendencies impact the market as well as the growth of AI and the importance of an open ecosystem are discussed. Rajiv provides some growth projections as well as advice to entrepreneurs on how to work with the semiconductor ecosystem. The role of the government to maintain semiconductor innovation in the US is discussed as well with a overview of the benefits and challenges of the CHIPS Act.
Rajiv concludes with a summary of his company, Auradine, which provides semiconductors, systems, and software for block chain and AI infrastructure. Auridine builds products that support innovation, sustainability and scalability. You can learn more about Auradine here.
The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the speaker’s employer, organization, committee or any other group or individual
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