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
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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