Savlar4 sources healthy · latest episode 20 Oct 2026
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Walter Goodwin says relatively few teams work across the full chip-development stack, from architecture and front-end design through physical design, process technology, and foundry interactions.

Walter Goodwin · Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile · 2 Oct 2026

In their words

The transcript segments this claim was taken from

“There's just not that many teams that have decided we're going to build from, you know, what you might call the kind of, you know, the architecture.”
“The architecture layer,”
“the front-end design layer,”
“which mostly looks like kind of writing code,”
“but also all the way down to what we call kind of physical design,”
“the process technology,”
“the kind of foundry interactions,”
“the stuff that essentially has you flying back and forth to Taiwan or Korea every week.”
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