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Semi Doped

Semi Doped

Synopsys’s Amazon Deal and GPT-Synopsys: Ravi Subramanian

Oct 8, 2026 · 42m

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About this episode

The demand for workload-specific hardware is forcing a strategic shift in the semiconductor IP business. Synopsys's Ravi Subramanian joins Austin to discuss why the company is moving to a new royalty-based model for its custom "application optimized IP," starting with a billion-dollar deal with Amazon. Ravi also unpacks Synopsys's partnership with OpenAI and its vision for AI "agent engineers" that augment human designers, while explaining why physics-based simulation remains the ultimate gro...