Custom Chips
topic on 2 shows · 2 statements across 2 episodes
the Neon Show 
the a16z Podcast
2 statements about Custom Chips, every show
Manickam: Tech industry is shifting back to vertical integration for silicon
“I believe now we are going one full circle, right? So all that outsourcing, you know, has happened, right? Now, you know, they're trying to become vertically integrated again, right? So this system companies want to make their own chips, right?”
Sinofsky argues custom silicon requires a scale of one billion devices.
“Custom chips have always been a competitive disadvantage. For a company in particular, they were a very deep competitive disadvantage for Apple when the run rate for Motorola chips went down and they couldn't sustain it. And then they made the same mistake wit…”