What’s stopping Asia’s chipmakers from taking on Nvidia? The answer lies in this bottleneck

NVIDIA’S rise from video game industry stalwart to the world’s most valuable public company has had some unintended consequences. For one, the semiconductor industry now seems to generate almost as much Fomo as it does revenue.

“There is a lot of buzz, and everyone wants a share of it,” said Ankush Wadhera, managing director, partner, and India leader of the semiconductor practice at Boston Consulting Group (BCG).

This transformation has led to thousands of artificial intelligence chip startups across Asia, many founded by veterans of older, pre-AI companies such as Intel and AMD.