👉 This is Part 2 of an editorial series on the evolving economics of AI inference. If you missed Part 1, where I broke down the shift toward full-system integration, the lessons from the AI Infra Summit, and the “no forks” open-source philosophy, you can read it HERE: Beyond the Accelerator: Why Silicon Challengers … Read More
At the recent GSA Entrepreneurship Forumone of the panelists was Angel Orrantia of Innopartners who are trying a novel approach to funding startups in the semiconductor space and the surrounding ecosystem.
It seems things got started with an innovation center inside SK Hynix. Just in case you have forgotten, Hynix is the newish… Read More
For a couple of years the GSA has had working group looking at funding of semiconductor investment. There is a general feeling, which I share, that it is hard to get a fabless semiconductor company off the ground (nobody would dream of trying to create one with a fab these days) due to the size of the investment and the relatively long… Read More
