Uploaded September 2026 | Updated September 2026, 1 hour ago
You can't 10x a chip company's velocity the way you can a software startup. The atoms don't move faster.
Elad Raz breaks down why: nine months are locked in manufacturing at TSMC before you see a single wafer. The design phase has its own hard constraints — verification, analog layout, place and route — all dominated by a small number of EDA tool vendors (Synopsys, Cadence, Mentor) who have no incentive to disrupt themselves. And a single mistake costs $50–$150 million to fix.
AI can improve what happens inside that design window. It cannot compress the physics of fabrication.
🔔 Subscribe for unfiltered takes on the realities of building hardware at the frontier.
Watch the full episode → bit.ly/3R4FAck
#Semiconductors #TSMC #ChipFabrication #EDA #Synopsys #NextSilicon #HardwareStartup #EladRaz #DeepTech #Invested
You can't 10x a chip company's velocity the way you can a software startup. The atoms don't move faster.
Elad Raz breaks down why: nine months are locked in manufacturing at TSMC before you see a single wafer. The design phase has its own hard constraints — verification, analog layout, place and route — all dominated by a small number of EDA tool vendors (Synopsys, Cadence, Mentor) who have no incentive to disrupt themselves. And a single mistake costs $50–$150 million to fix.
AI can improve what happens inside that design window. It cannot compress the physics of fabrication.
🔔 Subscribe for unfiltered takes on the realities of building hardware at the frontier.
Watch the full episode → bit.ly/3R4FAck
#Semiconductors #TSMC #ChipFabrication #EDA #Synopsys #NextSilicon #HardwareStartup #EladRaz #DeepTech #Invested
