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Explore Cory Johnson, Epistrophy Capital Research | Vinci at SEMICON West 2026 with 10,799 views, 164 likes, and 0 comments. Experience the impact of this video content that has captured audience attention.

In this interview from SEMICON West 2026, Cory Johnson, chief market strategist at Epistrophy Capital Research and host of the Drill Down podcast, joins theCUBE's Christophe Bertrand to discuss how AI-driven demand is accelerating innovation across the semiconductor stack, from advanced packaging to physics-based chip design. Johnson reflects on the industry's milestone of surpassing $1 trillion in annual revenue, arriving years ahead of earlier forecasts. He explains how NVIDIA's decision to decouple chip releases from the traditional Wintel upgrade cycle unleashed a faster pace of innovation, with XPUs, high-bandwidth memory and ASICs gaining fresh momentum. Johnson also highlights photonics and co-packaged optics as an area of explosive growth, as data-transfer speeds race from 200 gigabits toward 1.6 terabits. The conversation also explores Vinci's physics-driven approach to chip design, which lets engineers see physical outcomes at the moment of creation rather than after assembly is complete. Johnson unpacks the significance of Vinci's $250 million Series B funding round and $1.5 billion valuation, noting that participation from major chipmakers signals early adoption of the platform. He touches on the surprising resurgence of semiconductor startups, pointing to companies like Positron scaling rapidly from pitch deck to multibillion-dollar valuations. Johnson also shares insights from SHACK15, the San Francisco entrepreneur hub where he connects daily with founders and investors navigating today's capital-rich market. From photonics breakthroughs to the democratization of chip design, Johnson offers a grounded, numbers-driven view of how finance and technology are converging to fuel the next wave of semiconductor innovation. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Semiconductor Innovation and Industry Transformation 03:14 - Photonics, Networking, and Emergency Response Drones 05:17 - Semiconductor Technology and Industry Analysis 07:33 - Vinci's Physics-Driven Design and Strategic Funding 10:01 - Use-Case-Driven Innovation in AI Hardware 13:51 - Startup Funding and SHACK15 Entrepreneur Connections #theCUBE #SEMICONWest #theCUBEresearch #Vinci #Semiconductors #DrillDownPodcast

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