Can Open-Source Semiconductors Upend the Chip Industry?
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 1 February 2021
⏱️ 34 minutes
🧾️ Download transcript
Summary
We're seeing historic change happening in real time in the chip industry. The old leaders are going away, and new players and new models are emerging, particularly around fabless chips. On this episode, we speak with Chris Lattner, the President, Engineering and Product, at the open-source chip startup SiFive, about the changes afoot, and how they're trying to change the game.
*A previous version of this description misstated Chris Lattner's role at SiFive.
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Transcript
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| 0:10.8 | And context changes everything. Go to Bloomberg.com't get away. |
| 0:25.0 | Hello and welcome to another episode of the Odd Thoughts Podcast. |
| 0:29.0 | I'm Tracy Allaway. |
| 0:31.0 | And I'm Joe Wiesenter. |
| 0:32.0 | So, Joe, we just can't get away from semiconductors. |
| 0:37.2 | You know I thought we were going to end it with our five episode series but the people are clamoring for more chips |
| 0:45.1 | Tracy that's just a fact can't get it can't get away from it yeah it's one of those |
| 0:49.2 | like just when you thought you were out they pull you back in kind of things. |
| 0:53.0 | Okay, so by popular request, this is a bonus episode to our |
| 0:57.8 | semiconductor series. |
| 0:59.5 | It's going to be a little bit different to the other ones |
| 1:01.8 | because we're going to be talking about a new technology, a new sort of, how do I explain this? |
| 1:08.4 | Well I guess it's an open source hardware technology that could have a big impact on the chips industry and the way things |
| 1:16.8 | have traditionally been done. |
| 1:18.7 | Right, so a lot of our discussion has sort of talked about a few like basic business models I mean we've talked about |
| 1:25.3 | Intel and the sort of integrated chip design and fab model foundry versus fab yeah then the |
| 1:32.4 | fabless semiconductor companies which have given rise to the contract |
| 1:36.5 | manufacturer Taiwan Semi, which is sort of the ultimate fab. So we've sort of like got this sort of like broad contours of the industry but in terms of like interesting new |
| 1:46.4 | technologies or different directions or totally different models of how things could go, |
| 1:51.2 | still more to be discovered. |
... |
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