Nvidia’s Success, Chip Race, India’s Semiconductor Mission, & Hardware Vs Software | Raja Manickam

In this episode, we take a deep dive into the fascinating history of semiconductors, their evolution over the years, the rise of old giants and new disruptors, and explore why India has yet to produce a leader in one of the most important technological races of all time.

Raja Manickam, a serial entrepreneur in the semiconductor industry, shares from his decades of experience about the business and science of semiconductors and offers a glimpse into the future

Timestamps
0:00 - Trailer
1:20 - Introduction
2:10 - History of Semiconductors
2:56 - Raja Manickam’s Journey in the Semiconductor Industry
7:02 - Evolution of Semiconductors Over Time
9:49 - Why Silicon Valley?
11:30 - NVIDIA: A Leader in Chips
14:55 - Competition in the Semiconductor Industry
17:31 - Building Microprocessors
23:08 - The Race for Top Talent
27:41 - NVIDIA’s Journey with CUDA and Artificial Intelligence
32:03 - NVIDIA’s Market Dominance
35:07 - How Google, Microsoft, and Amazon Became NVIDIA’s Key Customers
36:13 - IBM’s Transformation: Market Leader to Reinvention
37:48 - India’s Journey in Semiconductors and IT Services
43:22 - Why India Lacks Semiconductor Giants
48:00 - India’s ₹100,000 Crore Semiconductor Plan
57:28 - IVP: Outsourcing Chipmaking and Focusing on Design
1:01:22 - Cost of Starting a Semiconductor Manufacturing Company
1:05:38 - India’s Vision for Its Semiconductor Future

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This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice