Sep 2, 2026 9:20 PM

Ambiq founder & CTO Scott Hanson joins TheStreet Roundtable's 100th episode: the ultra-low-power chips inside your smartwatch, sub-threshold voltage explained, Moore's law and the node gap, the Apollo chip, fabless manufacturing with TSMC, revenue growth, and AI agents everywhere.

0:00 What Ambiq is

1:05 Why he stepped back from CEO to CTO

2:24 The belief he had to give up (chips to full solutions)

3:23 Sub-threshold power, explained simply

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5:31 Why other chipmakers avoided it

7:05 Moore's law and the node gap

10:45 Apollo: who's buying it and why

12:49 Fabless: making chips with TSMC

13:40 Revenue & customer diversification

15:40 The balance sheet: $366M cash, zero debt

17:52 The Atomiq chip, NPUs & defensibility

20:05 What gets a chip next: agents everywhere

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