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SEMICONDUCTOR START-UPS
Nigel Toon CEO XMOS
Source: Hugh MacLeod, gapingvoid.com
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Start-up experience
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One experience …
2000
Clayton Christensen - Disruptive Innovation
$21Bn
Market Cap
EP300
8000 transistors
5micron | 10MHz
>2000x return…
$7m
Venture Investment
1984
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16 years
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Confidential
Moores law still applies…
mm2 / transistor
clock frequency (MHz)
Source: Stanford VLSI Group
Source: Intel
…however Dennard scaling has reached limit
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Changing landscape…
$17Bn
$40Bn
$37Bn
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2014: $48Bn in VC investments (+61%)
2014
48 Unicorns
Semiconductor VC investments
2013
30 Unicorns
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Worldwide Semiconductor Market
2014
$336Bn
2009
2000
2001
1994
$110Bn
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Source: World Semiconductor Trade Statistics (WSTS)
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Semiconductors become strategic…
2008
2010
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2015
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21 July 2014
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Opportunities…
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Intelligent future…
Service robots
Autonomous
cars
Natural dialog
Intelligent 3D
vision
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1. Anything that is in the world when
you’re born is normal and ordinary and
is just a natural part of the way the world
works.
2. Anything that's invented between when
you’re fifteen and thirty-five is new and
exciting and revolutionary and you can
probably get a career in it.
3. Anything invented after you're thirty-five
is against the natural order of things.
Douglas Adams
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Intelligent Processors
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