PODCAST · technology
BritChips
by Anthony Miller
Conversations between award-winning tech industry analyst Anthony Miller and movers and shakers in the UK semiconductor start-up scene. anttheantidote.substack.com
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BritChips Talking Heads: Tom Atkins, Vulkos
How Tom Atkins came to juggle a career on the catwalk with leadership of a startup is one of the stranger stories I have heard from a tech entrepreneur and merits a future full-fat podcast.But for now I’ll let Tom do all the talking in this second ‘Talking Heads’ episode of The BritChips Podcast.Could Vulkos be a solution to the shortage of chip design skills in the UK?Watch the clip and see what you think. It’s under 4 minutes long so you have no excuse not to.Talking Heads is also available on the BritChips YouTube channel (https://www.youtube.com/@BritChips) and in audio-only form on Apple Podcasts and Spotify. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Metahelios - The Metasurface Nerds!
Now, who wants a car that you can only drive in daylight hours? Or to put in another way, would you not want a car that drives as safely at night as it does during the day?Glasgow-based imaging technology startup Metahelios has developed next-generation pixel technology based on metasurfaces which can replace the traditional red/blue/green filter arrays that image sensors use to ‘see’ in colour. RGB filter array-based sensors have been used for years in imaging devices ranging from cameras and smartphones, and more recently robots and autonomous vehicles.But they have two main drawbacks.Firstly, colour accuracy tends to be compromised when the sensors encounter poorly lit environments.Secondly, RGB filter arrays require complex manufacturing processes using environmentally unfriendly organic chemicals.Metahelios’ metasurface filters are manufactured in aluminium using tools and processes already well established with image sensor chip foundries.And they ‘see’ much better than pixels with RGB filter arrays in poor lighting.In this podcast, Metahelios cofounder and CEO Charles Altuzarra shares insights on navigating research, product development, and funding in the high-tech landscape, and explains how cutting-edge innovation, strategic pivots, and strong industry relationships are shaping the future of image sensors.PS: An apology! I kept mispronouncing Charles’ surname in the podcast but managed to correct the spelling in the captions in time. Sorry about that!Podcast outline* Origins of Metahelios and the significance of its name* Collaboration and friendship with co-founder Yash Shah* Development of metasurface technology as a replacement for traditional color filters* Initial applications in defence and space optics* Strategic pivot towards automotive and robotics industries* Challenges in fundraising and navigating the image sensor market* The importance of patents and IP protection* Engaging with accelerators like Silicon Catalyst and NATO Diana* Building industry relationships and licensing strategies* The role of UK innovation programs and future growth plans* Lessons learned and advice for scientific entrepreneursTopics* Introduction to Charles Altuzarra and Metahelios’ vision* The story behind the brand name ‘Metahelios’* Innovation in optical imaging: The nanostructure-based filter technology* Early applications in defense and aerospace sectors* Pivoting from defense to automotive and robotics markets* Navigating confidential large markets and customer insights* Advancements in imaging sensors for autonomous vehicles and low-light conditions* The licensing model and collaboration with image sensor manufacturers* The development timeline and manufacturing locations* Fundraising milestones and UK investor engagement* The importance of patents and protecting IP in high-tech markets* The role of accelerators (ChipStart, NATO Diana, Luminate) in growth* Building industry relationships and strategic collaborations* Lessons learned: What would Charles do differently?* Future leadership and expansion plans* Final thoughts on innovation and entrepreneurship in high-tech UKThe BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStartUK semiconductor incubator. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Podcast: Cosine - A new angle on Sovereign AI
“What’s the dream?” I asked Yang Li, cofounder and COO of AI code generator startup Cosine.“We want to be ten-times bigger than Deep Mind,” came the response.Of course you do, I thought to myself - and you might too.But can I encourage you to watch/listen to the full 30-ish minute episode of The BritChips Podcast: Cosine - A New Angle on Sovereign AI before making up your mind.You see, the market that Cosine is addressing is not all the new stuff.It’s all the old stuff, the legacy code that has been deeply embedded in commercial enterprises and public sector bodies for years if not decades.And often there’s nobody left in the organisation who really understands how it works, making maintenance and upgrades an arduous and highly risk-prone exercise.Yang believes they have the answer - an AI codegen specifically designed to maintain and enhance applications coded in arcane - even archaic - languages.And Cosine has a USP that Yang believes the ‘usual suspect’ AI codegens can’t beat.They see Cosine as the only end-to-end sovereign AI coding platform built, owned, and operated entirely in Britain.The UK government is clearly a believer. Cosine was one of the first startups to be accepted into the government’s £500m Sovereign AI initiative, awarding it access to Isamabard, the UK’s most powerful supercomputer.So, see what you think.Podcast summaryDiscover how UK-based startup Cosine is leveraging AI to transform legacy code management across defence, finance, and semiconductor industries. Cosine cofounder and COO Yang Li explains their innovative approach, funding journey, and ambitious future plans to make Britain a leader in sovereign AI.* Yang Li introduces Cosine and their mission to build the first end-to-end sovereign AI coding platform in Britain* The origins of Cosine and how a chance meeting at a wine bar sparked the project* Differentiating between greenfield and brownfield projects in AI coding applications* The technical approach behind Cosine’s language models trained specifically on legacy languages like COBOL and VHDL* How Cosine’s platform enhances maintenance and feature addition in critical sectors* The UK government’s £500 million sovereign AI initiative and its impact on Cosine’s growth* Current customer deployment status and future industry targets, including semiconductor manufacturing* Funding journey: bootstrapping, YC acceleration, US and UK investment, and strategic partnerships* The long-term vision: making UK AI as influential as DeepMind and aiming for global leadership* The role of Form1 Partners in supporting Cosine’s go-to-market strategyTopics* Yang Li’s background and Cosine’s origin story * Differentiating greenfield vs brownfield projects * Cosine’s approach to legacy system maintenance * Use cases in defense, finance, and critical infrastructure * Ensuring AI decisions are audit-trailed for regulation * Entering the semiconductor language market * Training models for low-level hardware languages * Collaborations with chip industry players * Funding origins: bootstrap, Y Combinator, and investments * UK government’s sovereign AI program * The capabilities enabled by government support * Current team size and growth plans * Key milestones: training a sovereign large language model * Future vision: positioning Cosine as a UK AI leader * How Cosine engaged with Form1 PartnersThe BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStartUK semiconductor incubator.We gratefully acknowledge the support of Form1 Partners in the making of this podcast. Form1, for which Anthony Miller is an advisor, is the fast-growing commercialisation partner for B2B tech scale-ups and established corporates. See here for more information about Form1. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Talking Heads: Mark Isaacs, HarwellXPS
Welcome to the first episode of Talking Heads, a new BritChips series of short-form videos featuring people who are helping to support UK semiconductor startups.My first ‘Talking Head’ is Mark Isaacs, who leads HarwellXPS, the Engineering and Physical Sciences Research Council’s national facility for photoelectron spectroscopy, based at the government’s Harwell research campus.This world-class facility is engaged in surface analysis of advanced materials such as semiconductors in order to detect microscopic defects which could cause the device to underperform or fail completely.After listening to this clip you might want to swing over to The BritChips Podcast: Deep Fabrication - Predicting Defects in which I am in conversation with Dr. Yasir Noori, cofounder and CEO of London-based semiconductor design tool startup, Deep Fabrication, which is developing AI tools that can predict defects in semiconductor designs prior to manufacturing.After all, they do say that prevention is better than cure!Talking Heads is also available on the BritChips YouTube channel (https://www.youtube.com/@BritChips) and in audio-only form on Apple Podcasts and Spotify. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Podcast: Chipletti - Let's Get Physical!
I first spoke to Chipletti cofounders Kauser Johar and Catriona Wright in The BritChips Podcast ‘Chipletti’s Big Stack’ in June last year. Chipletti, you may recall, was one of the startups selected to participate in the third cohort of the government-sponsored ChipStart incubator, managed by Silicon Catalyst UK.At that time they were hard at work developing high-speed cache memory chiplets (the clue is in the company name) designed to stack on top of logic chips so you get more cache memory without needing extra space on the silicon.But that’s all changed as you’ll hear (and see) in this latest episode of The BritChips Podcast, in which they explore the latest developments in edge AI hardware, focusing on innovative memory stacking, chiplet integration, and simulation tools that are revolutionizing the design and deployment of AI inference systems at the edge, aka Physical AI.In this episode:* The progression from cache memory optimization to edge AI applications* Challenges and solutions in 3D memory stacking for low-power devices* Designing chiplets for AI inference in mobile and real-time applications* The role of simulators in predicting hardware performance before silicon fabrication* Milestones: FPGA prototyping, chiplet integration, and silicon manufacturing timelines* The strategic focus on supply chain sovereignty and local manufacturing for AI hardware* How this integrated approach uniquely positions the company within a competitive marketTopics:* Introduction to the evolution from cache memory to edge AI inference hardware* Detailed benchmarking results on memory stacking performance improvements* Bridging cache memory work with new edge AI chip architectures* Exploring applications suitable for 10-15 watt power envelopes, including drones and robots* Real-time AI inference and the importance of latency in safety-critical systems* GPU limitations in real-time environments and architecture optimization for edge AI* Designing chips that are more resilient, reliable, and power-efficient for edge AI use* Transition from memory chiplet design to integrated compute chiplets* The move from selling memory chiplets to providing complete system modules* Development of a high-fidelity simulator for hardware performance prediction* Creating the simulator with internal expertise and academic collaboration* Engaging potential customers and enabling early deployment through simulation* Making the simulator accessible to developers early in the hardware development cycle* How the simulator models future technology and non-existent hardware* The abstraction level and accuracy of the simulation models* Using simulation to inform design decisions across multiple future hardware scenarios* Customization and flexibility in the simulator for different hardware architectures* Commercial use: Charged for simulation or a strategic tool?* Milestones: FPGA prototypes, module integration, and upcoming silicon tape-outs* Industry-standard FPGA development plans and timelines for demonstrations* Funding strategies and milestone timelines, including venture capital and grantsThe BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStartUK semiconductor incubator. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: RayD Technologies - Learning with Limited Data
In this latest episode of The BritChips Podcast, Rayd Technologies cofounder and CEO Kilian Stenning explains how he, co-CTOs Riccardo Sapienza (Professor of Physics at Imperial) and Kirsten Moselund (Head of Laboratory at PSI Paul Scherrer Institut) and CSO Jack Gartside (Associate Professor of Physics at Imperial) are leading pioneering work on photonic semiconductor technology and novel algorithms with the potential to shape the future of AI.In this episode:* Killian’s unexpected journey from nuclear accident analysis to semiconductor startup founder* The origins and evolution of RayD Technologies and its unique name* How brain-inspired dynamics enable learning from limited data* The role of photonics and nonlinear systems in ultra-fast AI processing* The current hardware prototype and plans for miniaturization* Application focus: medical imaging, robotics, and beyond* Funding progress, including support from the Royal Academy of Engineering* The startup’s strategic collaborations and upcoming milestones* Insights on balancing technological deep dives with business growth* The importance of team, network, and perseverance in startup successTimestamps (approx)00:00 - Introduction to Kilian and the fusion of photonics and brain-inspired computing02:05 - Kilian’s early career in nuclear accident analysis in Japan03:04 - How photonics hardware inspired the company’s research direction04:11 - Developing scalable semiconductor photonic platforms at Imperial College05:24 - The collaboration between hardware and algorithm teams to create RAYD’s technology06:45 - From academic research to commercial startup: the journey of recognition07:01 - Key breakthroughs in processing medical images with limited data08:23 - The story behind the company’s name, RAYD09:47 - Differentiating RAYD’s neuromorphic approach from traditional AI and neuromorphic systems10:34 - Brain-inspired features like parallelism and nonlinear activation functions11:41 - How the system learns efficiently, mimicking human learning with minimal data12:46 - Achieved reductions of up to 30x in training data requirements13:26 - Hardware versus algorithms: the photonics platform’s critical role14:22 - Unique nonlinear photonic processing in RAYD’s device, using laser systems15:31 - Application scenarios in medical imaging and robotics, sourcing data from public datasets17:22 - Development stage: tiny device, large supporting hardware, and plans for miniaturization18:27 - Roadmap to portable systems and real-world testing19:14 - Interest from robotics companies for on-device learning and adaptability21:01 - Funding updates: success with the Royal Academy of Engineering’s Green Future Fellowship22:13 - Hardware refinement, engineering teams, and future milestones23:15 - Focus on robotics applications and exploring broader use cases24:54 - Funding plans, runway, and potential for co-funding from industry partners28:13 - Insights from the ChipStart program and strategic mentorship30:39 - Meet Robert Swann, chairman with a rich industry background31:37 - Future ambitions: balancing technical depths with business growth34:11 - Advice for researchers aspiring to start their own ventures35:36 - The significance of team and market understanding in startup success36:14 - Competitive landscape and uniqueness of RAYD’s approach37:25 - Final gratitude and future outlookResources & Links:* Royal Academy of Engineering Green Future Fellowship* Imperial College London* PSI (Photonic Systems in Switzerland)* Robert Swan - LinkedIn, Alpha MosaicThe BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStartUK semiconductor incubator. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Deep Fabrication - Predicting Defects
In this episode, Yasir Noori shares his entrepreneurial journey from quantum computing research to founding Deep Fabrication, a startup developing AI tools to predict defects in semiconductor manufacturing. Discover how AI can transform chip fabrication processes, reduce costs, and accelerate innovation in the industry.Key Topics* The evolution from quantum computing to semiconductor fabrication, and why semiconductors remain a passion.* How Southampton’s advanced clean room facilities influenced Dr. Noori’s focus on deep tech.* The origin story of Deep Fabrication and the importance of AI in defect prediction during manufacturing.* Details of the company’s flagship tool, Deep Litho, designed to optimize lithography processes.* The strategic approach to building a team, including insights from a “speed dating” exercise with AI experts.* The process of market testing with pilot projects within UK and European foundries.* The funding journey, including grants from Innovate UK, angel investors, and future plans for growth.* The balance between academic research, entrepreneurship, and personal life.* Lessons learned, including negotiation strategies and valuable business books like “The Lean Startup” and “The Mom Test.”* Future ambitions: expanding the AI tools across the entire semiconductor manufacturing chain.Timestamps (approx)00:00 - Introduction to Dr. Yasin Noori and Deep Fabrication02:00 - From quantum computing to semiconductors: a strategic career shift04:00 - Southampton’s world-class fabrication facilities and their influence05:30 - Inspiration behind Deep Fabrication’s defect prediction AI solution07:00 - The concept development of Deep Litho and its potential impact09:00 - Building a cross-disciplinary team through networking events11:00 - Organic growth of AI models and expanding into manufacturing processes13:00 - Critical steps of semiconductor fabrication and lithography explained15:30 - How AI can optimize and accelerate lithography process18:00 - Pilot testing with UK companies and plans for scaling globally20:00 - Business model: licensing software and expanding modules22:00 - Funding journey: grants from Innovate UK and plans for investment26:00 - Navigating the challenges of startup incubation and university spinouts33:00 - Managing time between research, entrepreneurship, and personal life35:30 - Advice for young entrepreneurs and lessons learned along the way42:00 - The importance of negotiation and customer validation strategies43:00 - Future plans: raising funds, expanding team, and scaling impactResources & Links* The Lean Startup by Eric Ries* The Mom Test by Rob Fitzpatrick* Innovate UK Funding* Southampton University Zeppler Institute* Future Worlds SouthamptonThe BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStartUK semiconductor incubator. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: RED Semiconductor - Looking for 10 in 10 billion
In this episode, industry veteran James Lewis, now CEO and co-founder of RED Semiconductor, shares his extensive journey through the semiconductor industry, highlighting his current work on microprocessors optimized for AI at the edge. Discover how his team is pushing the boundaries with innovative architectures tailored for complex data processing, cryptography, and AI inference to detect minute quantities of cancerous blood cells in a sample of billions.Key Topics:* James Lewis’s career trajectory from analogue design to semiconductor startup founder* The origin story and naming of RED Semiconductor (one for Bruce Willis fans!)* The strategic choice of RISC-V architecture and open-source microprocessor foundations* Development of proprietary architectures for mathematical acceleration and AI processing at the edge* The application’s use cases: biomedical sensing, industrial control, cryptography, and AI inference* The process of simulation, FPGA testing, and planned chip production timelines* Funding journeys: from grants to seed rounds and investor support* Business models: licensing IP vs. manufacturing chips* Lessons for young entrepreneurs, especially the value of naive optimism and risk management* The future of edge AI, ambient intelligence, and the company’s vision for growth over the next 3-5 yearsTimestamps (approximate)00:00 - Introduction to James Lewis02:14 - James’ diverse career path from analogue circuits to startup success06:24 - The founding and growth of Oxford Semiconductor11:08 - Tackling GPS spoofing and jamming with antenna array processing13:45 - The move toward custom microprocessor architectures for AI and edge applications18:42 - The significance of RISC-V in modern microprocessor design21:02 - How RED employs RISC-V for mathematical acceleration and AI at the edge25:26 - The critical role of situational awareness and AI’s response in edge devices30:03 - From simulation to FPGA testing: the process of hardware validation36:15 - Collaborative biomedical sensing project and its hierarchical data processing challenges41:20 - The pathway from prototype to production chips via the government-sponsored ChipStartUK incubator and the Silicon Catalyst UK programme45:57 - Funding strategies: grants, seed funding, and investor support for scaling49:23 - Vision for the next 3-5 years: product commercialisation, licensing, and chip sales52:57 - Advice for aspiring semiconductor entrepreneurs: follow your dream yet manage risksResources & Links:* RISC-V Architecture* Silicon Catalyst Accelerator Program* Verilog Hardware Description Language* RED SemiconductorThe BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStartUK semiconductor incubator. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Optalysys shines a light on Fully Homomorphic Encryption
Unlocking the Future of Computing: The Rise of Photonics with Dr. Nick NewExplore the journey of Optalysys from fundamental optical technologies to cutting-edge photonic computing solutions transforming encryption, AI, and data processing. Discover how UK-based innovation is positioning itself on the global stage amid massive funding and technological advances.In this episode:* Dr. Nick New’s background in optical pattern recognition and his motivation for joining the tech industry* The evolution of optical and photonic computing from lab prototypes to market-ready products* Applications of optical computing in defense, healthcare, AI, and cryptography* The development of Optalysys’ Light Locker, a digital cryptography infrastructure, and its market rollout* Insights into funding rounds, international expansion, and the future of photonics in global tech* The strategic importance of maintaining UK roots while expanding into the USTimestamps (approximate)00:00 - Welcome and episode overview: Optical computing’s potential and Nick New’s journey02:16 - Nick’s early interest in bringing optical pattern recognition from lab to market03:02 - Formation of Cambridge Correlators and its defense sector projects04:32 - Transition from defense to commercialization and founding of Optalysys06:16 - The core vision: integrating optical math processes into digital systems07:35 - The evolution from early optical pattern recognition to AI applications09:12 - How liquid crystal displays enabled faster, higher-res optical data processing11:15 - The shift from classical optics to silicon photonics for higher speed and scalability12:38 - Initial product applications: from medical diagnostics to automotive slip detection14:04 - Optical processing in video analysis, satellite imagery, and fluid dynamics16:07 - The Light Locker: a digital infrastructure for cryptography using optical transforms17:35 - Fully homomorphic encryption and the need for secure, encrypted data processing19:46 - Photonic chips and the timeline for development and market entry22:02 - The role of optics in post-quantum cryptography and protecting data in a quantum era24:06 - Current product offerings, customer adoption, and plans for full photonic chips25:17 - Manufacturing partners, supply chain, and UK-based assembly26:44 - Expansion into blockchain security and international clients28:31 - Protecting sensitive data through cryptography and secure data sharing30:22 - R&D teams and the pathway to scalable integrated photonics32:49 - Upgrading existing products with new photonic capabilities33:20 - Current team composition and expertise within Optalysys34:19 - Funding journey: seed rounds, grants, and strategic investments36:05 - The US as a major funding and growth hub, with UK roots maintained37:17 - Future funding plans, including Series B and scaling manufacturing39:11 - Moving into the US market and strategic international positioning41:02 - Vision to remain UK-headquartered while expanding globally42:17 - The ambition to scale Optalysys into a listed, global tech leader43:15 - The critical role of photonics in sustainable, next-generation data centers44:00 - Closing remarks and Nick New’s message for UK tech innovationResources & Links:* Optalysys* Fully Homomorphic Encryption explained* Silicon Photonics* DARPA ProgramsConnect with Dr. Nick New:* LinkedIn* TwitterThe BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStart UK semiconductor incubator. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: The XMOS Story
In this in-depth interview, Mark Lippett, CEO of XMOS, shares his journey from engineer to industry leader, exploring the evolution of embedded systems, AI integration, and the future of semiconductor innovation. Discover how XMOS is shaping the next generation of low-latency, multifunctional chips and the strategic vision to become the go-to platform for embedded system design.Key topics* XMOS’s evolution from startup to industry leader* Integration of AI and imaging in embedded systems* The role of RISC-V in XMOS’s strategy* Low latency processing as a core focus* The UK semiconductor industry and innovation challengesTimings (approximate)00:00 Introduction to Mark Lippett and XMOS01:59 The Challenge of Growth for XMOS27:01 Navigating Customer Education and Adoption28:54 Innovations in Generative SOC Tools (including a demo!)34:25 Identifying Market Opportunities38:18 Financial Sustainability and Investment Needs43:12 Vision for the Future of XMOS47:24 Lessons for the UK Semiconductor IndustryResourcesXMOS Official Website - https://www.xmos.comRISC-V Architecture - https://riscv.orgGenSoc Tools by XMOS - https://www.xmos.com/products/gensocThe BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStart UK semiconductor incubator. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Podcast: Vaire Goes West!
In this insightful (and many would say provocative and controversial) interview, Rodolfo Rosini, cofounder and CEO of Vaire, discusses the challenges and opportunities in European semiconductor startups, the concept of reversible computing as the basis of Vaire’s technology, and the strategic importance of scale and market dynamics in hardware innovation.You may well need a stiff drink after listening to Rodolfo’s views!Timings (approximate)00:00 The Challenge of Building Deep Tech Startups in Europe02:51 The Complexity of Semiconductor Development05:47 The Reality of Competition in Technology08:28 Reversible Computing: A New Frontier11:21 Understanding Reversible Computing14:14 The Economic Viability of New Technologies16:37 Funding Challenges in Deep Tech18:43 The Role of ChipStart in Startup Development21:38 Future Plans and Market StrategyThe BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStart UK semiconductor incubator. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: RANsemi - G Whizz!
In this episode of The BritChips Podcast, Peter Claydon, Founder and CEO of Bristol-based semiconductor startup RANsemi, shares insights into the wireless communications industry, the evolution of radio access network chips, and the strategic moves behind RANsemi's market positioning and future growth plans.Key topics* Radio access networks and their role in 5G* RANsemi’s market positioning and competition* Innovation in wireless communication chip design including AI integration* Private networks and small cell deployments* Impact of geopolitics on semiconductor companiesTimings (approximate)00:00 Introduction to RAN Semi and Peter Claydon02:01 Understanding Radio Access Networks03:49 The Evolution of Chip Technology and Market Dynamics38:41 Leadership and Succession Planning in Tech CompaniesThe BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStart UK semiconductor incubator. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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The BritChips Podcast: Hero(n)ic Performance for FPGAs
In this episode of The BritChips Podcast, Alexander Montgomerie-Corcoran discusses Heronic Technologies’ innovative approach to automating the design of bespoke AI hardware, the journey of entrepreneurship, and the importance of collaboration and research. Alex shares insights into their target market in broadcast and pro AV, their AI-based video upscaling technology, and the challenges of funding and revenue generation. The conversation also touches on the value of mentorship through ChipStart and the future aspirations for Heronic Technologies.And you’ll also learn why Alex and Cofounder (and CTO) Petros Toupas chose to call their startup Heronic. It’s all Greek to me!The BritChips Podcast is proudly sponsored by Silicon Catalyst UK, Official Partner of the government-funded ChipStart UK semiconductor incubator.Contents (timings approximate)00:00 Introduction to Heronic Technologies04:56 Research and Development at Imperial College09:50 Partnership with Altera14:48 Focus on Video Processing and AI Upscaling20:16 Commercial Arrangements and Revenue Model24:31 Future Aspirations and Market ExpansionTakeaways (yup, AI-generated !)* Heronic Technologies specializes in automating bespoke AI hardware design.* The startup journey began with a previous venture called Colabo.* Collaboration at Imperial College led to the formation of Heronic.* Designing chips is a complex and lengthy process.* Customer relationships are crucial for success in the semiconductor industry.* The target market includes broadcast and pro AV sectors.* AI-based video upscaling is a key product offering.* Pilot projects have shown significant performance improvements.* Funding has been a challenge, but initial revenue is being generated.* ChipStart provides valuable mentorship and industry connections. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Newsflash: Singular Photonics senses success at Renishaw
We kick off the now video-enhanced third series of BritChips with a Newsflash from Shahida Imani, cofounder and CEO of Edinburgh-based imaging sensor startup Singular Photonics.Singular Photonics recently announced the first commercial integration of its SPAD (single photon avalanche diode)-based image sensor technology in the inVia™ confocal Raman microscope developed by Gloucestershire-headquartered Renishaw, one of the world’s leading engineering and scientific technology companies.Shahida explains the innovative technology behind their single photon avalanche diodes and how the partnership with Renishaw evolved over time. She discusses the importance of building trust between a startup and a large company, the integration of their technology into Renishaw's products, and the anticipated market applications. Shahida also shares insights on revenue generation and future prospects for Singular Photonics.This is a fantastic achievement and a truly significant milestone for Singular Photonics which was spun out from the University of Edinburgh and incorporated in 2024. Singular Photonics was among the first cohort of UK semiconductor startups in the government-sponsored ChipStart programme, managed by Silicon Catalyst UK.You can also hear the full story about Singular Photonics and Shahida’s journey in the BritChips podcast Singular Photonics - New Vision for SPADs here on Substack or on Apple Podcasts and Spotify. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Newsflash: weeteq's first silicon hits the decks
In this 11-minute BritChips Newsflash, Martin returns to the BritChips studio to explain the significance of this milestone, the transition from FPGA to silicon, and the implications for customer engagement and future applications in power optimization and data centres.Key takeaways* weeteq is a Glasgow-based startup focused on power and control system optimization.* The Ultra Edge chip is a significant milestone for weeteq, marking their first proprietary silicon.* Transitioning from FPGA to silicon allows for faster processing and optimization.* Initial testing of the Ultra Edge chip is expected to take three to four weeks.* Customers are eager to evaluate the Ultra Edge chip, with timelines varying by application.* weeteq aims to create universal models for different applications to expedite customer validation.* The company is working with both OEMs and tier one semiconductor companies for integration.* Future applications include power optimization for data centers and grid technology.* weeteq’s ambition includes manufacturing the Ultra Edge chip at scale in the future.* The company is exploring partnerships to advance their technology in the power conversion space.You can listen to Martin’s full-length BritChips podcast, weeteq - Honing the Edge on Power Electronics, here on Substack or by searching for BritChips on Apple Podcasts and Spotify.This Newsflash will also be available on the BritChips YouTube channel. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Our educational system isn't creating entrepreneurs!
The final BritChips podcast for 2025 is both special and different.It’s special is because my guest is a tech pioneer who would get my vote were there to be an election for the role of UK semiconductor industry National Treasure.He’s Royal Society fellow, David May, the architect who led the development of the transputer, the first microprocessor designed for parallel computing.He’s also the creator of May’s Law, in which he states that ‘software efficiency halves every 18 months, compensating Moore’s Law’ (and if you don’t know what Moore’s Law is, then you’re probably listening to the wrong podcast!).David also played a key role in starting two microelectronics companies, Inmos and Xmos, where he led the microprocessor design activity.He is now Professor of Computer Science at the University of Bristol, where he mentors some the UK’s up-and-coming deep tech entrepreneurs.I was introduced to David about six months ago and subsequently met him at his home in Bristol in October. There we had a long chat about ‘life, the universe and everything’ in the semiconductor industry.During the conversation David mentioned a talk he gave earlier this year to budding entrepreneurs at Bristol University in which he posited that (and I quote), “Our educational system isn’t creating entrepreneurs”.David agreed to repeat the talk for a BritChips podcast, which we recorded a couple of weeks later.Now, David’s speech originally ran for about 20 minutes. However, this podcast runs for nearly double that, and if you have ever had the privilege of chatting with David, you will understand why (though it was mainly my fault for interrupting him with questions!)So settle back for the next 37 minutes and hear David air his provocative views on entrepreneurship, innovation and so much more. Here’s some of his key messages:* The UK educational system is not producing enough entrepreneurs.* Creativity and innovation should be prioritized in education.* Students often lack the confidence to lead their own ventures.* Real-world experience and mentorship are crucial for aspiring entrepreneurs.* Curriculum changes are necessary to foster entrepreneurship.* Social enterprises should be more prevalent in the market.* Sustainable practices in technology are essential for the future.* The UK semiconductor industry needs more ambitious funding.* Education should focus on experiential learning and teamwork.* The know-how in technology must be passed on to future generations.BritChips will return with Series 3 in the new year.[P.S. I must apologise that David sounds like he was speaking to me through a cushion in a long tunnel. I have improved the clarity as best I can, and the transcript should help, so may I only ask that you please bear with.] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast Extra Slice - Apitronix
Ed French reckons that Apitronix has developed the world’s most powerful real-time processor with 220 RISC-V cores. But that’s a mere fraction of the number that he believes their novel architecture can scale to!As I see it, the achievement is not whether the Apitronix chip, called Cerebellum, is indeed ‘the world’s most powerful real-time processor’ - even though it makes a great website headline!It’s the novel architecture designed by renowned real-time operating system entrepreneur - and Apitronix CTO - Ken Tindell that is the significant technology breakthrough.Ken’s design enables all 220 processor cores to be individually programmable and operate together with minimal degradation in performance.In this excerpt, Ed, who teamed up with Ken in 2024 to found and lead Apitronix, explains how they plan to scale up from two cores implemented on an FPGA (field-programmable gate array - basically a configurable and programmable off-the-shelf chip) to a 220-core prototype Cerebellum chip early next year.Spoiler alert! As Ed puts it, “it’s more or less cut and paste - it’s not rocket science”!You can listen to the full BritChips audio podcast ‘Scaling to 200’ on Substack or by searching for ‘BritChips’ on Apple Podcasts and Spotify.All BritChips video clips are also available on the YouTube BritChips channel. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Apitronix - Scaling to 220
Ed French reckons that Apitronix has developed the world’s most powerful real-time processor - one with with 220 RISC-V cores. But that’s a mere fraction of the number that their novel architecture can scale to!In this BritChips podcast, Ed - who describes himself as an incurable engineer - chats about the various startups he’s founded and invested in over the past thirty years before he teamed up with renowned real-time operating system entrepreneur Ken Tindell to launch Apitronix.The conversation delves into the founding of Apitronix, the innovative chip architecture being developed, and the steps towards creating a 220-core chip primarily designed for the automotive industry. Ed highlights the unique messaging system that allows for efficient communication between cores, making the chip architecture scalable and adaptable to various programming languages.Ed discusses the importance of partnerships, the challenges of securing funding, and the potential applications of their technology in machine learning and real-time control systems. He also highlights the significance of the UK government-sponsored ChipStart program in their journey and his aspirations for the future of Apitronix.You can watch a tow-minute excerpt of this podcast in the accompanying BritChips Extra Slice video clip available on Substack and on the YouTube BritChips channel.This podcast is also available on Apple Podcasts and Spotify. Just search for ‘BritChips’. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Blueshift Memory - Breaking down the wall
If you are not in the semiconductor industry, you may think that the ‘von Neumann bottleneck’ has something to do with the shape of a German beer bottle. On the other hand if you are in the semiconductor industry, you will know that the von Neumann bottleneck is basically what you get when computer memory can’t feed data fast enough to the processor.It’s more colloquially known as the ‘memory wall’, and it tends to grow bigger as developments in processor speed advance faster than those in memory technology.Peter Marosan believes he has an answer to that problem.He’s the founder and CTO of Cambridge-based semiconductor memory startup, Blueshift Memory, and he’s developed a novel memory architecture that has the potential to speed up memory access one-thousand times.Telling the Blueshift story on this BritChips podcast is Helen Duncan. Helen joined Blueshift in 2021 in the newly created role of Chief Marketing Officer, and quickly became the face of the startup to the outside world. She was the obvious candidate to take on the CEO role some three years later, allowing Peter to focus full-time on leading the Blueshift technology team.You can hear Helen Duncan talk about her journey from Project Manager at Plessey Microwave to CEO of a semiconductor startup (with a long spell in the tech media industry in between!) by listening to this BritChips podcast, ‘Blueshift Memory: Breaking Down The Wall’. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Podcast: Quantopticon - Crossing the Chasm
“Accelerators and incubators get you to a certain level. But you’re down here and you need to get up there, and you have to cross this chasm in between.”This is how Dr. Mirella Koleva, Cofounder and CEO of quantum photonic software design startup, Quantopticon, describes the conundrum facing many entrepreneurs after they have participated in startup support programmes.In fact, Mirella had participated in a number of incubators and accelerators in North America and ended up living in the USA for four years.She returned to the UK and joined the third cohort of the UK government-sponsored ChipStart.UK semiconductor incubator programme earlier this year.There’s something else you might find interesting about Mirella.The other cofounder of Quantopticon is renowned quantum photonics physicist, Dr. Gaby Slavcheva - Mirella’s mother!It doesn’t matter whether you can tell your entangled photon sources from, well, your untangled ones, there is much to learn from Mirella’s experience bringing a deeptech software startup to market.You can hear it in this BritChips podcast, Quantopticon - Crossing the Chasm. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast Extra Slice
So I channelled the spirit of the late, great ‘Mrs Merton’ in her interview with the lovely Debbie McGee, to ask UK semiconductor industry veteran Haydn Povey what it was about the billions of dollars lost due to hacking that made him think that the world has a problem with cybersecurity.And he’s the man to ask, having spent the majority of his 30-year career in the UK semiconductor industry helping develop secure microchips capable of withstanding ever more devious cyber attacks.Now CEO of his second semiconductor cybersecurity startup, SCI Semiconductor, Haydn talks about how the increasing sophistication of cyber attacks, coupled with the ever-increasing proliferation and complexity of edge computing devices, is challenging the semiconductor industry to develop an inherently secure computer architecture.You can listen to the full BritChips audio podcast Something’s got to change! on Substack or by searching for ‘BritChips’ on Apple Podcasts and Spotify.All BritChips video clips are also available on the YouTube BritChips channel. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Something's got to change!
After nearly 30 years in the UK semiconductor industry, Haydn Povey decided to retire. Two days later he cofounded his second cybersecurity semiconductor startup, SCI Semiconductor, where he is now CEO.In this BritChips podcast, Haydn gives a first-person perspective on the challenges facing the global semiconductor industry helping develop secure microchips capable of withstanding ever more devious cyber attacks.You can watch a short excerpt of this podcast in the accompanying BritChips Extra Slice video clip available on Substack and on the YouTube BritChips channel.This podcast is also available on Apple Podcasts and Spotify. Just search for ‘BritChips’. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Newsflash: Chipletti announces landmark project with Imec
UK semiconductor startup Chipletti has just announced that they had been awarded a grant from Innovate UK for a new collaborative project with Imec, one of the world’s leading semiconductor research institutes.In this 5-minute video, Chipletti Cofounder, Catriona Wright, explains how the project came about and the potential significance for Chipletti. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Podcast Extra Slice - Finchetto
In this two-minute video clip, Mark expounds on funding your startup, the role of incubators and accelerators, what makes a good founder, and working with a potential customer.Once you’ve watched the clip, you can listen to the full BritChips audio podcast, Switching Light with Light, on Substack or by searching for ‘BritChips’ on Apple Podcasts and Spotify.All BritChips video clips are also available on the YouTube BritChips channel. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Podcast: Finchetto - Switching Light with Light
Mark Rushworth was introduced to PhD research scientist Mike Pearcey through a family connection. As Mark describes it, ‘Mike had an idea - a really, really clever idea’ to develop an all-optical computer processor.Using his own experience as the founder of a medtech startup, coupled with many years experience in commercial roles in blue chip multinational companies, Mark went into business with Mike to launch Finchetto, as CEO and CTO respectively.In this podcast, Mark takes us through Finchetto’s journey, explaining the rationale behind the strategy they are following to bring the product to market, and offering common sense advice to founders about the commercial realities of launching a deep tech startup.You can watch a two-minute excerpt of this podcast in the accompanying BritChips Extra Slice video clip available on Substack and on the YouTube BritChips channel.This podcast is also available on Apple Podcasts and Spotify. Just search for ‘BritChips’. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Singular Photonics - New Vision for SPADs
Analog design engineer Aravind Venugopolan had been trying hard to commercialise his post-doctoral research at Edinburgh University where he was developing new applications for single-photon avalanche diodes (SPADs). But with little success.A fortuitous encounter with Shahida Imani, the commercially-minded former CEO at laser developer startup Chromacity, led Aravind to invite her to lead the spin out of the startup that became Singular Photonics, where she is now CEO and he CTO.In this BritChips podcast, Shahida explains how refocusing the business on the core IP led to the development of a range of novel optical imaging sensors that are already enjoying traction in the market.To be honest, I could have just as easily subtitled this podcast, ‘the art of fundraising for tech startups’, as Shahida also explains the risks associated with taking early-stage equity funding without understanding the potential implications for future funding rounds. You can watch a snippet in the accompanying BritChips Extra Slice video clip.This podcast should be required listening for any aspiring founder looking to do a university spin out, or indeed any tech entrepreneur looking to raise early-stage funding.Also available on Apple Podcasts and Spotify. Just search for ‘BritChips’. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Weeteq - Honing the Edge on Power Electronics
“I probably would have appreciated knowing that a little bit earlier in the journey”.What Martin MacDonald would have appreciated knowing a little bit earlier was how difficult it was going to be to raise serious money (as he put it) for weeteq, the Glasgow-based microcontroller design startup for which he is COO.Now, Martin did not come into weeteq blind.He had previously spent time as a mentor at STAC, the Glasgow-based deep tech accelerator, which was where he met hardware design engineer and entrepreneur, Taner Dosluoglu, founder, and now CEO, of the startup which was to become weeteq.As COO, one of Martin’s many challenges is to raise funding to commercialise Ultra Edge, weeteq’s IP and product line for its innovative microcontroller for power electronics applications. And therein lay the challenge.You can listen to Martin’s story on this podcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Tanya Mangoma - Child of ChipStart
When I asked Tanya Mangoma, founder and CEO of in-memory computing startup, HyperCIM, what she would do differently if she had the chance to do it all over again, she simply replied, “Cry less!”Tanya had shed a lot of tears over her two previous startup attempts. But even though the going was (and still is) tough with HyperCIM, she has received a lot of support from the UK government-sponsored ChipStart programme.In this podcast, Tanya speaks frankly about the trials and tribulations she faced in her journey to become a deep-tech entrepreneur and why she would definitely do it all over again.You can also see a video out-take from this podcast in the BritChips Extra Slice video post here on Substack. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips Newsflash podcast
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: What Josh Silverstone learned from Babbage
There can be fewer galling experiences for a tech entrepreneur than when your customers tell you that your technology is so key to their products that they have decided to develop their own IP in house, so thank you very much and cheerio!This, as you can imagine, was a pivotal moment for self-styled photonics visionary and entrepreneur, Josh Silverstone.Josh had put heart and soul into his photonics controller startup, and this was turning into a nice little business.So he needed a Plan B.Rather than continuing to focus on the increasingly commoditising market for photonics controllers, Josh channelled his team’s skills and experience into developing special-purpose photonics-based systems on a chip.In this BritChips podcast, Josh explains how a chance meeting with some bankers at a wedding eventually led to the development of an electro-mechanical arcade machine-like device named Babbage to validate Hartley’s design for a photonic system on a chip.This is one for those of you who can tell your photons from your neurons. Oh - and even palaeontology gets a mention!PS You can see Babbage with all lights flashing in the preview video, ‘Meet Babbage’ here on Substack! PPS Sorry, no cuddly toy, though. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Shining a light on Wave Photonics
Imagine you are the founder of a startup that has created a software platform to design photonic chips.So how do you check it does the job?Obviously, you design a photonic chip using the platform and see if it turns out OK.What could be simpler?Quite a lot, actually, as Dr James Lee was to find out.James is a cofounder and CEO of integrated photonics design startup, Wave Photonics.Wave Photonics was one of the ten startups selected to participate in the the first cohort of the UK Government-sponsored ChipStart programme, managed by Silicon Catalyst UK.James’ journey from university researcher to startup CEO is testimony to the persistence and dogged determination you need to be a tech entrepreneur.So if you really want to understand what it takes to launch a chip design startup, then listen to Shining a Light on Wave Photonics.It’s enlightening! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Steinn's Story
Steinn Gustafsson started his tech industry career in Norway back in 1992 as a part-time Technical Sales Engineer with Hewlett-Packard, before moving to the UK to pursue a degree in electronic engineering and embarking on a career in the semiconductor industry.Over the following ten years, he took on various engineering roles at different companies, including a 3-year stint at electronic design automation software giant, Cadence, where he honed his skills in ethernet and Bluetooth chip design.In 2003 he launched his own engineering consultancy working for telecoms, defence and engineering clients in the UK and Europe.Eight years later, in 2011, he relaunched his consultancy as Chevin Technology, adding cybersecurity chip design to his portfolio of services.And last year, in August 2024, Chevin Technology was selected to participate in the second cohort of the UK Government-sponsored ChipStart programme to fast-track the development and commercialisation of Chevin's silicon security solution.Hear more on BritChips: Steinn’s Story. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: MintNeuro's Fantastic Voyage
I don't know how many of you are old enough to remember the 1960s science fiction movie Fantastic Voyage.In the movie, a submarine and its crew are shrunk to microscopic size and then injected into the bloodstream of a comatose patient.Their mission was to try to disperse a blood clot in the patient's brain that couldn't be treated by conventional surgery.My guest in this BritChips podcast is arguably trying to achieve a similar outcome but with a somewhat different approach.He's Dr Dorian Haci and he's co-founder and CEO of Imperial College London neurotech spin-out MintNeuro.MintNeuro was selected to participate in the the first cohort of the UK Government-sponsored ChipStart programme, managed by Silicon Catalyst UK.Dorian and his team are developing neural chips which can be implanted in the brain using minimally invasive surgery with the hope of treating neurological conditions like epilepsy, Parkinson's disease, and in the future, perhaps even multiple sclerosis, and yes, even blood clots too.You can hear about Mint Neuro's fantastic voyage in this podcast.And you won't even need a submarine! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Taking AI Literally
Mikhail Lvovich Tsetlin was the visionary Soviet mathematician whose pioneering work married machine learning algorithms with game theory to create logic propositions for the classification of data used in AI decision making.His work is the basis for what became known as the Tsetlin Machine.I tell you this because my guest in the first episode of the new series of BritChips is semiconductor industry veteran, Noel Hurley.Noel was one of the founders of Bristol-based semiconductor company Xmos, and among other roles, he'd also spent over 20 years with Arm.Just a couple of years ago, Noel was appointed CEO of Newcastle-based AI start-up Literal Labs.Literal Labs is creating AI models that have the potential to speed up AI decision-making by over 50 times without the need for accelerator hardware.And it's all based on, you guessed it, the Tsetlin Machine.You can hear the Literal Labs story in this podcast. Because AI isn't always just about the chips! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Arm gives a leg up to startups
Since I launched the BritChips podcast series back in April, I've had a fair few conversations with founders and leaders of UK semiconductor startups. And it's perhaps no surprise how many of my guests had cut their teeth at what is undoubtedly the most successful global semiconductor design company to have come out of the UK - I'm referring of course to Arm.What's perhaps not so well known is what Arm is giving back to the industry, and in particular, to startups. In 2020, Arm launched Flexible Access for Startups, a programme which gives early-stage chip design companies access to Arm's huge IP portfolio for absolutely nothing, along with free tools, free training, and free support.What’s the catch?Frankly, there isn’t one, as Neil Parris, Arm’s Director, Partner Success and Business Models, explains in this BritChips podcast.So, if you are looking to launch a semiconductor startup - or you know someone who is - then listen in to find out how Arm can help you get a leg-up in the market! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Shining a new light on spectral imaging
Let me say from the outset that 'spectral imaging' has nothing to do with photographing ghosts.It's about capturing light across a wider range of wavelengths than the human eye can perceive. And the way this light interacts with various materials produces unique spectral 'fingerprints' which can be used to identify the composition of the materials.And that explanation has exhausted my meagre knowledge of spectroscopy. So let me leave it to someone who understands this stuff far better than me.I therefore defer to Gwen Wyatt-Moon, who is the CEO and one of the four founders of Cambridge-based imaging startup, Prospectral.Prospectral is one of the ten UK semiconductor startups selected for the third cohort of the government sponsored ChipStart incubator, which is managed by Silicon Catalyst UK.Gwen, along with Cambridge University researchers Tom Albrow-Owen (CTO), Oliver Burton (CSO) and Peter Christopher (CIO), are developing a microscopically thin filter called a metasurface that sits on top of industry-standard imaging sensors to form the basis of lightweight, portable spectroscopes.And not only can Prospectral's technology be used for materials analysis, it can also be used, for example, to improve object recognition in autonomous vehicle control systems, or in ultra-compact medical devices as well as many other applications that currently depend on high-cost, lab-based spectral imaging kit.You can hear Gwen describe Prospectral's journey in this episode of BritChips: Conversations with movers ands shakers in the UK semiconductor startup scene. I’m sure you’ll find it most enlightening! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Stan the Man
There is an English proverb attributed to 14th century poet and writer Geoffrey Chaucer that reads, 'Mighty oaks from little acorns grow'.Here's my version.'A mighty arm from a little acorn grew.'Hold onto that thought.If you didn't know Stan Boland and looked him up on LinkedIn, you'd read that he is an Investor and Advisor.If you do know him, you might say that is a bit of an understatement.Boland led the team responsible for the separation of what became the UK's most successful semiconductor design company, Arm, from troubled set-top box and PC manufacturer, Acorn, for which he was CEO.(See what I did there?)That was a bit of a career change for a guy who had spent his formative years running foreign exchange trading for aero engine manufacturer Rolls-Royce and then as Group Treasurer for what was at the time the UK's flagship mainframe computer manufacturer, ICL.That was merely the start of Boland's illustrious career in the UK semiconductor industryOver the next twenty-five years, Boland founded, led, scaled and sold globally successful UK chip companies, joined other UK tech startups as CEO, chaired a deep tech industry trade association, and now sits on the board of yet another a UK startup that has the potential to give Nvidia a good run for its money!Yet he's still much younger than me!All I can say is find a comfy chair, kick off your shoes, lay back and spend the next hour or so listening in awe to Stan Boland tell his story. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Cool Hand Rob - The Kelvin Quantum Story
Quantum computers like it cold. Very cold indeed. We're talking about temperatures close to absolute zero (-273.15°C)However, off-the-shelf electronics subsystems that connect them to the outside world do not like it anywhere near as cold. Typically, about -40°C is as cool as they go.Which means that the electronics have to sit outside the cryogenic environment, connected to the quantum computer with hundreds, if not thousands, of wires depending on the size of the computer.The problem is, these wires carry heat which is detrimental to the cryogenic environment.Belfast-born Robert Graham leads the team at University of Glasgow spinout, Kelvin Quantum, which designs ultra-low temperature interface systems that sit in the same cryogenic environment as a quantum computer and connect directly to the outside world with just four wires.Kelvin Quantum is one of the start-ups selected for the third cohort of the Government-sponsored ChipStartUK programme, managed by incubator Silicon Catalyst.UK.In this podcast, Robert explains how he was invited to lead the quantum computing project at the University of Glasgow and manage the spin-out process to a successful conclusion.Robert describes the challenges the team faced in modelling and testing their designs in the absence of tool kits suitable for cryogenic semiconductor systems, and the many potential use cases beyond quantum computing.There's so much to learn from Robert's efforts to commercialise leading-edge technology designed to be used in the most unforgiving of environments. So get listening! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: EnSilica - Brazil by Design
If anyone should be known as the godfather of the Brazilian semiconductor industry, my vote would go to Brazil-born tech industry veteran Julio Leão da Silva Jr (or simply, Julio Leão). But he would be too modest to accept.Julio is Director of Engineering - Design Services BU & Brazil Design Centre Director at Abingdon-based, AIM-listed 'fabless' semiconductor design and supply start-up (and now scale-up) EnSilica. Basically, he founded and now runs EnSilica's operations in Brazil.How that came to pass is as much a story about the on-again, off-again, and now on-again development of the Brazilian semiconductor industry (yes, it does exist!) as it is about a shrewd move (and a modicum of serendipity) by EnSilica cofounder and CEO, Ian Lankshear, who grabbed the opportunity to hire Julio and his colleagues when political winds in Brazil forced the closure of the country's former state-owned semiconductor company, CEITEC.In this BritChips podcast, Julio explains how, armed only with a 15-slide pitch deck, he led the mission to find new careers for the 35 semiconductor engineers about to lose their jobs at CEITEC, and why the timing was so propitious for EnSilica.Who knows, perhaps this will prompt other UK semiconductor start-ups to consider opening design centres in Brazil.But first they'd need to find themselves a godfather! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Chipletti's Big Stack
How do you squeeze a quart into a pint pot?This is one of the fundamental problems facing semiconductor designers when trying to squeeze more circuits onto a chip.It's a particular challenge for processor chip designers because they need to locate high-speed cache memory circuits very close to the logic circuits.And the more powerful and faster the processor, the more cache you need. So space on the chip can really become a problem.Catriona Wright and Kauser Johar are the founders of Chipletti, one of the UK semiconductor startups selected for the third cohort of the Government-sponsored ChipStartUK programme, managed by incubator Silicon Catalyst.UK.Chipletti is developing a new way to stack memory chips on top of core logic chips, with the potential to improve performance without increasing chip area or power consumption.In this BritChips podcast, Catriona and Kauser explain why they left great jobs at a high profile UK quantum computing startup to build their own semiconductor business from square one.And it's not just about the technology. You'll also hear about the challenges involved in filing patents to protect their IP, and how they sought funding from angel investors to help launch the startup.There's much here for anyone in the semiconductor startup scene to learn from Catriona’s and Kauser’s hard graft. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Microchips, bacteria and the price of fish
How can you tell if the seemingly crystal-clear waters of a fish farm are not hiding traces of chemicals that could harm marine life?University of Edinburgh spinout, Kāhu SiliconBio, is developing biosensor technology capable of detecting and measuring trace chemicals in liquids in real time and at point of use.The technology is a unique melding of biotech and electronics, which can ‘eavesdrop’ on the metabolic processes of live bacteria, and reengineer them to respond to different chemicals.New Zealand-born Dr James Flewellen leads Kāhu SiliconBio, one of the UK semiconductor startups selected for the third cohort of the Government-sponsored ChipStartUK programme, managed by incubator Silicon Catalyst.UK.In this podcast, James describes how he got involved with the project he now leads, with the aim of commercialising the technology to make it as easy to use as a digital thermometer.Indeed, while Kahu SiliconBio’s initial focus is on the aquaculture industry, the technology could equally be applied to the healthcare sector, detecting specific chemicals in liquids such as saliva and blood, instantly and on the spot.So it’s not just about the price of fish! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: From PowerPoint to Prototype
“What we tell our startups is they need to start fast and stay fast – time is not their friend.”This is the sage advice that Sean Redmond gives to founders and entrepreneurs that have been selected to participate in the Silicon Catalyst.UK accelerator and the ChipStartUK incubator.Redmond is managing partner at Silicon Catalyst.UK, the UK arm of the eponymous US-based semiconductor incubator and accelerator, whose mission statement, ‘We accelerate semiconductor startups from PowerPoint to Prototype’ does precisely what it says on the tin.Redmond has a rich history in the semiconductor industry. He’s undertaken executive roles in several semiconductor hardware and software companies as well as founding and leading his own test automation tool startup.Redmond was approached by the Silicon Catalyst US team in 2021 to launch the incubator in the UK. In that role he was instrumental in advising the UK government on its flagship semiconductor strategy, launched in 2023, for which the first initiative was to launch an early-stage UK semiconductor incubator, called ChipStartUK, which Silicon Catakyst.UK manages.ChipStartUK has been an astounding success. The twenty or so UK semiconductor startups that have graduated from the first two cohorts have already raised over $30m in venture capital and angel funding as a result of the initiative.Redmond recently kicked off the third ChipStartUK cohort in what is now a 12-month programme. and the UK government has given approval – and funding – for at least a further three cohorts.Today Redmond is one of the most influential people in the UK semiconductor startup scene with his boundless support of founders and entrepreneurs looking for a chance to launch their technology onto the world stage.So if you are involved in a UK semiconductor-related startup – or aspire to become involved – whether as entrepreneur, investor, or partner, or if you simply care about the future of the UK semiconductor industry, then you must listen to this extended edition of the BritChips podcast with Sean Redmond as my guest. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: The Age of Aquarius
Timings are approximate:00:00 - Intro00:35 - How KuasaSemi became a family affair04:52 - Aquarius10:55 - KuasaSemi's relationship with SMD18:09 - Validating Aquarius21:18 - How KuasaSemi got its name21:56 - How KuasaSemi got involved with Silicon Catalyst26:10 - Funding background28:55 - Phil's role30:26 - Who does the cooking and who does the washing up?31:33 - Their advice to family founders35:49 - Outro This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Mahmoud Wagih, Founder, RX Watt
Mahmoud Wagih was born in Egypt, freelanced as a graphic designer, studied in Malaysia, worked for ARM, had a research fellowship at Southampton University, and is now the founder and CEO of Glasgow-based wireless power startup, RX Watt.How did all that happen?In this podcast, Wagih explains how he met advisors while at university who believed in the commercial benefit of wireless power sensors and encouraged him to pursue development of the technology even though other startups had tried and failed.To cut the long story short, RX Watt was spun out in October 2023 and earlier this year completed its first R&D contract showing how wireless power could enable battery-free sensors on rail carriages.RX Watt has also been accepted into third cohort of the Government-sponsored ChipStartUK programme, managed by incubator Silicon Catalyst.UK.Wagih’s advice on first steps?“Get as much conversation going with external users that might validate your technology – or indeed tell you it's a bad idea”!Wagih’s experience should be of vital interest to university academics who believe they have what it takes to become a tech entrepreneur and, of course, to anyone interested in the commercial potential of wireless power technology. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Jonathan Reeves, CEO CSignum
Here’s a handy mantra for any tech startup: “Let’s finish what we started”.This was the advice Jonathan Reeves gave to the engineering team after joining Edinburgh-based underwater wireless tech start-up CSignum, originally as an investor and advisor.As he puts it, tech startups have a tendency to ‘chase the shiny new thing’. What is needed, he says, is to, ‘take what you've got, polish it a little bit, finish it and see it through to the market’.Now CSignum’s CEO (yet living in the US), Jonathan’s career is a fascinating story. In particular, his experience convincing VCs to invest in deep tech, along with his views on government incentives to encourage investment in startups, will be of great interest to founders and backers alike.You can hear how Jonathan came to be involved with CSignum, and the background behind the recent £6m Series A funding round, in this edition of BritChips. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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BritChips podcast: Noel McKenna, CEO Neuranics
Award-winning tech industry analyst Anthony Miller chats with international electronics industry executive Noel McKenna about his experiences joining Glasgow/Edinburgh University biotech spin-out, Neuranics as CEO. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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Welcome to BritChips!
Welcome to my new podcast series BritChips - conversations with movers and shakers in the UK semiconductor startup scene.The first is with Noel McKenna, CEO at Glasgow-based biotech startup, Neuranics and you can listen to it exclusively here on Substack. There’ll be more conversations coming very soon and you can find them all in the BritChips section on Substack. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit anttheantidote.substack.com
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ABOUT THIS SHOW
Conversations between award-winning tech industry analyst Anthony Miller and movers and shakers in the UK semiconductor start-up scene. anttheantidote.substack.com
HOSTED BY
Anthony Miller
CATEGORIES
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