# Silicon 100: Startups Worth Watching in 2023

- Show: [EE Times Current](https://hardwarepodcasts.com/podcast/ee-times-current)
- Published: 2023-08-01
- Length: 15m
- Page: https://hardwarepodcasts.com/podcast/ee-times-current/2023-08-01-silicon-100-startups-worth-watching-in-2023
- Listen: https://podcast.show/aspencore/episode/111449542/

## Summary

Peter Clark, curator of EE Times' Silicon 100, analyzes the 2023 list with Embedded.com editor Nitin Dahad, highlighting a surge in AI startups, significant Chinese activity, and a shift toward full-stack offerings. They discuss the transition from data center AI to edge applications, the persistent semiconductor talent shortage, and the geopolitical challenges facing Chinese chipmakers like Byton Technology who are denied access to leading-edge foundries like TSMC. The conversation also covers the rise of custom silicon, the maturity of quantum computing, and the broadening wavefront of startup activity across power semiconductors and displays.

## Chapters

- [2:01](https://hardwarepodcasts.com/podcast/ee-times-current/2023-08-01-silicon-100-startups-worth-watching-in-2023#t=121) Introduction: Peter Clark and the 2023 Silicon 100 Highlights
- [3:06](https://hardwarepodcasts.com/podcast/ee-times-current/2023-08-01-silicon-100-startups-worth-watching-in-2023#t=186) AI Startups: From Data Centers to the Edge and Quantum Computing
- [5:44](https://hardwarepodcasts.com/podcast/ee-times-current/2023-08-01-silicon-100-startups-worth-watching-in-2023#t=344) The Full-Stack Trend and Wide Bandgap Semiconductor Activity
- [6:53](https://hardwarepodcasts.com/podcast/ee-times-current/2023-08-01-silicon-100-startups-worth-watching-in-2023#t=413) Chinese Startup Surge and Geopolitical Access to Foundries
- [12:14](https://hardwarepodcasts.com/podcast/ee-times-current/2023-08-01-silicon-100-startups-worth-watching-in-2023#t=734) AI Hype vs. Reality: Marketing Claims and Incremental Benefits

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Starting a product company](https://hardwarepodcasts.com/topic/starting-a-company)
- [Materials & manufacturing processes](https://hardwarepodcasts.com/topic/materials-and-processes)

## Most relevant to

early-stage companies

## Mentioned

- EE Times (company)
- Embedded.com (company)
- Cerebrus (company)
- G42 (company)
- Condor Galaxy One (product)
- Andrew Feldman (other)
- Anton Shilov (other)
- Peter Clark (other)
- Nitin Dahad (other)
- Eric Singer (other)
- Taylor Marvin (other)
- Alex Holly (other)
- Stephanie Munoz (other)
- Coop Studios (company)
- Taiwan Semiconductor Manufacturing Company (company)
- Byton Technology (company)
- TSMC (company)
- Global Foundries (company)
- Samsung (company)
- Smick (company)
- Wolfspeed (company)
- Infinian (company)
- Apple (company)
- Nvidia (company)
- Google (company)
- Netflix (company)
- Meta (company)

## Related episodes from other shows

- [EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change](https://hardwarepodcasts.com/podcast/the-circuit/2026-04-21-ep-161-tsmc-earnings-cerebras-s1-custom-semi-rumors-apple-ceo-change) (The Circuit)
- [Episode 28: A Whole Lot of Custom Going On](https://hardwarepodcasts.com/podcast/the-circuit/2023-08-07-episode-28-a-whole-lot-of-custom-going-on) (The Circuit)
- [Episode 119: Computex, Google I/O, Dell Tech World, and more](https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more) (The Circuit)
- [Episode 2: The Business of Going Vertical](https://hardwarepodcasts.com/podcast/the-circuit/2022-12-28-episode-2-the-business-of-going-vertical) (The Circuit)
- [Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion) (The Circuit)

## Citing this page

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