Semiconductor Market

topic on 2 shows · 3 statements across 3 episodes

the Neon Show the a16z Podcast

3 statements about Semiconductor Market, every show

a16z Prediction Open · timeframe Sep 2030
Patel: AI end market will far exceed total semiconductor market
“The end market of AI is going to be way larger than the end market of semiconductors and equipment.”
Dylan Patel Sep 22, 2025 ▶ 18:45 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
NEON SHOW Assertion Supported
Manickam: India's semiconductor market is 100% reliant on foreign imports
“We have an Indian market, right? Which is basically owned by foreign companies today, right? It's all a hundred percent imported from semiconductor standpoint.”
Raja Manickam Jun 20, 2025 ▶ 28:01 WHAT Will Decide The Next Superpower? | Raja Manickam | iVP Semiconductor
NEON SHOW Prediction Open · timeframe Jan 2035
Manickam: Global semiconductor market will double to $1T in ten years
“The semiconductor market is supposed to double, right? It's about half a trillion right now, right? 506 hundred billion dollars is a semiconductor market. It's supposed to double. Right. It took about 40 years. So, you know, to get to this level in the next 10…”
Raja Manickam Jan 24, 2025 ▶ 45:05 Nvidia’s Success, Chip Race, India’s Semiconductor Mission, & Hardware Vs Software | Raja Manickam

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