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1.4 - Fueling Semiconductor Innovation and Entrepreneurship in the Next Decade (Lip-Bu Tan)

Lip-Bu Tan, Chairman of Walden International, Founding Managing partner of Walden Catalyst Ventures, Senior Advisor & former CEO Cadence Design This paper provides a comprehensive overview of the future of semiconductor technology, focusing on the interplay between innovation and entrepreneurship. It is organized into sections that discuss the current state of the semiconductor industry, the role of entrepreneurship in driving innovation, and the potential future developments in this field. It highlights the virtuous cycle of innovation and entrepreneurship, where advancements in semiconductor technology fuel new business opportunities, which in turn drive further technological progress. This cycle is crucial for the creation of the next generation of intelligent electronic systems. The paper also explores the ‘stack’ of semiconductor technology, from materials and design to manufacturing and generative AI applications. It establishes that there are beneficial relationships between these different parts of the stack, with advancements in one area often enabling progress in others. This interconnectedness underscores the importance of a holistic approach to innovation in the semiconductor industry, where advancements in different parts of the stack can collectively drive the industry forward.