Beyond Silicon: Navigating The Future of Semiconductor Innovation and Geopolitics
Update: 2025-08-28
Description
In the latest episode of This Much I Know, our Managing Partner, Carlos Espinal and Nandan Nayampally, Chief Commercial Officer of Baya Systems (previously at ARM, Amazon and AMD), delve into the geopolitics and innovations within the semiconductor industry.
Nandan shares his extensive career journey from AMD to ARM and Amazon, providing valuable insights into the evolution of the semiconductor industry. He also emphasizes the shift towards specialized IP designs and the global distribution of manufacturing.
The conversation explores the impact of geopolitical factors on the chip industry, the rise of localized manufacturing, supply chain resilience and the future implications of AI and edge technology. Tune in!
Show Notes:
Nandan Nayampally - linkedin.com/in/nandannayampally
Carlos Espinal - linkedin.com/in/carloseduardoespinal
Baya Systems - bayasystems.com
Seedcamp - seedcamp.com
Nandan shares his extensive career journey from AMD to ARM and Amazon, providing valuable insights into the evolution of the semiconductor industry. He also emphasizes the shift towards specialized IP designs and the global distribution of manufacturing.
The conversation explores the impact of geopolitical factors on the chip industry, the rise of localized manufacturing, supply chain resilience and the future implications of AI and edge technology. Tune in!
Show Notes:
Nandan Nayampally - linkedin.com/in/nandannayampally
Carlos Espinal - linkedin.com/in/carloseduardoespinal
Baya Systems - bayasystems.com
Seedcamp - seedcamp.com
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