TechSurge: Deep Tech VC Podcast

Micron CEO Sanjay Mehrotra discusses his journey in the semiconductor industry and the growing strategic importance of the memory industry in the age of AI. He highlights innovation in high bandwidth memory (HBM), which enables faster data access and lower power consumption. Sanjay also discusses Micron’s plans to build new U.S. semiconductor factories and the role of the CHIPS Act in bringing semiconductor manufacturing back to the U.S. He shares his insights on the resurgence of hardware innovation and what it takes to drive technological leadership in a rapidly evolving industry.

Chapters
00:00 Introduction and Background
08:10 The Resurgence of the Semiconductor Industry
17:34 The Importance of High Bandwidth Memory
23:13 Bridging the Cost Gap: The Role of the CHIPS Act
27:57 Investing in Workforce Development
31:01 Building New Fabs to Meet the Growing Demand

Links
https://www.ktvb.com/article/news/local/microns-memory-chip-manufacturing-facility-officially-begins/277-7caa484a-c16f-4ea2-aa42-cbce86fae0c3
https://www.reuters.com/technology/micron-set-get-6-billion-chip-grants-us-bloomberg-reports-2024-04-17/
https://www.nytimes.com/2022/10/04/technology/micron-chip-clay-syracuse.html
https://www.cnbc.com/2024/05/14/ai-boom-to-keep-supply-of-high-end-memory-chips-tight-through-2024.html
https://www.youtube.com/watch?v=q5OY7D_JfoY&t=1s

Show Notes

Micron CEO Sanjay Mehrotra discusses his journey in the semiconductor industry and the growing strategic importance of the memory industry in the age of AI. He highlights innovation in high bandwidth memory (HBM), which enables faster data access and lower power consumption. Sanjay also discusses Micron’s plans to build new U.S. semiconductor factories and the role of the CHIPS Act in bringing semiconductor manufacturing back to the U.S. He shares his insights on the resurgence of hardware innovation and what it takes to drive technological leadership in a rapidly evolving industry.

Chapters
00:00 Introduction and Background
08:10 The Resurgence of the Semiconductor Industry
17:34 The Importance of High Bandwidth Memory
23:13 Bridging the Cost Gap: The Role of the CHIPS Act
27:57 Investing in Workforce Development
31:01 Building New Fabs to Meet the Growing Demand

Links
https://www.ktvb.com/article/news/local/microns-memory-chip-manufacturing-facility-officially-begins/277-7caa484a-c16f-4ea2-aa42-cbce86fae0c3
https://www.reuters.com/technology/micron-set-get-6-billion-chip-grants-us-bloomberg-reports-2024-04-17/
https://www.nytimes.com/2022/10/04/technology/micron-chip-clay-syracuse.html
https://www.cnbc.com/2024/05/14/ai-boom-to-keep-supply-of-high-end-memory-chips-tight-through-2024.html
https://www.youtube.com/watch?v=q5OY7D_JfoY&t=1s

What is TechSurge: Deep Tech VC Podcast?

The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, venture capital, and business trends, with conversations tailored for entrepreneurs, technologists, and investment professionals. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Send feedback and show ideas to techsurge@celesta.vc.

Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offering insights into the vast opportunities and complex challenges ahead. Episode topics include AI, data center transformation, blockchain, cyber security, healthcare innovation, VC investment trends, tips for first-time founders, and more.

Tune in to hear directly from Silicon Valley leaders, daring new founders, and visionary thinkers. Past guests include investor Vinod Khosla, former PepsiCo CEO Indra Nooyi, the Global Head of McKinsey, and executive leaders from Microsoft, OpenAI, and other leading tech companies.

New episodes release every two weeks. Visit techsurgepodcast.com for more details and to sign up for our newsletter and other content!