Semiconductor Insiders
Summary
Semiconductor Insiders is hosted by Daniel Nenny covering AI Infrastructure, Agentic AI, AI in EDA, and EDA (Electronic Design Automation). Notable guests include Nick Kucereski (Senior Vice President and General Manager for Cisco Silicon Development Organization), David Liberman (Co-creator, Gonka Protocol & former Director of Product, Snap), Andrew Levy (Vice President of Business Development, IP, and ASIC at AlphaCore), and Wally Rhines (CEO, Silvaco). Episodes span from May 2026 to Jul 2026.
Cisco strategically shifted from using third-party ASICs to developing a unified, in-house silicon family (Silicon One) to gain control over its product roadmap, timelines, and software reuse. This...
The Gonka Protocol is a decentralized, proof-of-work network designed to be an open alternative to centralized cloud providers for AI compute, inspired by the hardware innovation model of Bitcoin. ...
AlphaCore has evolved from an analog/mixed-signal IP provider to a full turnkey ASIC design house, driven by customer demand for integrated solutions. The company targets high-growth, high-standard...