Beyond Silicon: Navigating The Future of Semiconductor Innovation and Geopolitics
From This Much I Know - The Seedcamp Podcast by Carlos Espinal
August 28, 2025 · 47 min
About this episode
Carlos Espinal and Nandan Nayampally discuss the future of semiconductor innovation and the impact of geopolitics on the industry.
In the latest episode of This Much I Know, our Managing Partner, Carlos Espinal and Nandan Nayampally, Chief Commercial Officer of Baya Systems (previously at ARM, Amazon and AMD), delve into the geopolitics and innovations within the semiconductor industry. Nandan shares his extensive career journey from AMD to ARM and Amazon, providing valuable insights into the evolution of the semiconductor industry. He also emphasizes the shift towards specialized IP designs and the global distribution of manufacturing. The conversation explores the impact of geopolitical factors on the chip industry, the rise of localized manufacturing, supply chain resilience and the future implications of AI and edge technology. Tune in! Show Notes: Nandan Nayampally - linkedin.com/in/nandannayampally Carlos Espinal - linkedin.com/in/carloseduardoespinal Baya Systems - bayasystems.com Seedcamp - seedcamp.com
People in this episode
Host: Carlos Espinal
Guest: Nandan Nayampally
Topics covered
- semiconductor industry
- geopolitics
- innovation
- supply chain resilience
- localized manufacturing
- AI technology
- edge technology
Keywords
- semiconductors
- geopolitics
- manufacturing
- AI
- edge technology
- supply chain
- specialized IP designs
Mentioned in this episode
Organizations: Baya Systems, ARM, Amazon, AMD
Places: Silicon
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