Each of these markets is being remade by the same forces: intelligence moving to the edge, software defining the hardware, and buyers who want a system, not a component. We have operated in all of them.
Mobile robots, industrial automation, and autonomous platforms are moving from pilots to fleets. The bottleneck is rarely the model. It is sensor timing, data plumbing, thermal and power budgets, safety cases, and the loop that turns field data into a better product.
Sensor and sensing-module companies, robotics OEMs, and autonomy stack developers moving from prototype to production.
Inference is moving to where the data is — cars, robots, cameras, devices — for reasons of cost, privacy, and resilience as much as latency. Winning here means making novel silicon and distributed inference frameworks easy to adopt.
Early-stage AI silicon startups, edge-AI platform companies, and investors evaluating them.
Zonal architectures, high-bandwidth in-vehicle networking, sensor data transport, and centralized compute are rewriting the supplier map. The winners will be the ones who speak the OEM's language — functional safety, ASPICE, deterministic networking — two years before the sourcing decision.
Semiconductor and sensor companies entering automotive; software companies selling into SDV programs; Tier 1s modernizing platforms.
Ethernet controllers, PHYs, and connectivity SoCs live or die on drivers, firmware, tools, and OS ecosystem support. We have taken multi-speed controller families from first tape-out to volume shipment with the largest OEMs and platform vendors.
Networking and connectivity silicon companies, and platform vendors integrating them.
Fleets of devices, vehicles, and robots need telemetry, remote operations, over-the-air updates, and a data loop back to engineering. Getting this right early is the difference between a product line and a support burden.
Robotics and device companies scaling from tens to thousands of units in the field.
Orbital compute, space robotics and servicing, optical inter-satellite links, ground segments and mission control, and the software layers that make launch and spaceport services stickier. Getting to orbit is no longer the differentiator; what the vehicle does there, and how fast a customer can use it, is.
Visit the space practice →Orbital-compute startups, space robotics and servicing ventures, launch and spaceport providers, and ground-segment / TT&C platform companies.
Consumer and industrial devices, audio and video pipelines, and the cloud services behind them. Our team has shipped Smart TV audio/video silicon, MEMS acoustic products, and cloud-connected consumer platforms.
Device makers, media-technology startups, and component companies seeking a consumer channel.
If it involves hard technology, a demanding customer, and software as the difference, it probably rhymes with something we have done.