Recently, semiconductor stocks have experienced divergent trends, with non-U.S. companies facing declines while U.S.-based firms see potential gains. Geopolitical tensions, particularly potential U.S. export restrictions on critical chipmaking equipment to China, have led to significant drops in shares of major Asian semiconductor companies. Some of the biggest semiconductor companies in Asia have seen substantial declines due to fears of disrupted supply chains and increased policy hurdles.
In contrast, U.S.-based semiconductor companies are better positioned to benefit from domestic support and technological advancements. Government initiatives like the CHIPS Act aim to boost domestic production and innovation, providing a favorable environment for semiconductor companies.
The key differences between U.S. and non-U.S. semiconductor companies lie in their roles within the industry and their exposure to geopolitical risks. Non-U.S. companies dominate global chip manufacturing and supply chains, particularly in Asia, but are more vulnerable to policy changes. U.S. companies, meanwhile, focus on high-value, advanced technology segments and benefit from strong domestic support.
POLYN Technologies Inc., a fabless semiconductor company based in the US, is among the companies that will see potential benefits. The company’s NASP technology allows embedding trained Neural Networks into tiny, ultra-low-power AI chips. These chips are fast, compact, and perfect for handling raw sensor data from any source. NASP, which stands for Neuromorphic Analog Signal Processing, can be customized for various applications and is affordable enough for widespread use.
POLYN was recently featured in the EE Times Silicon 100 Startups Worth Watching in 2024, highlighting its status as a leading innovator in the semiconductor industry. This recognition shines a spotlight on POLYN Technologies, making it more visible to industry experts, investors, and potential partners. It signals that the company is leading the way in technological advancements.
POLYN Technology boasts a highly specialized and multidisciplinary team, bringing together experts across various fields to drive innovation in semiconductor technology. The team includes Alex Timofeev, the CEO and founder, who provides strategic leadership with extensive high-tech industry experience. Boris Maslov, the Director of IP and co-founder, plays a crucial role in managing intellectual property and ensuring the patentability and novelty of POLYN’s innovations.
Martin Smith, the CFO, brings valuable expertise in financial management and international business development, while Eugene Zetserov, the VP of Marketing and Business Development, oversees strategic marketing and customer acquisition. Board members like Itzhak Edrei and Oz Levia contribute their deep industry knowledge and extensive experience in the semiconductor sector, shaping the company’s strategic direction and growth. Together, this team embodies a blend of technical prowess and strategic vision, essential for POLYN’s mission to advance energy-efficient semiconductor technology through innovative analog processing.
“At POLYN, we assembled a really world-class team — several countries, several different specialties. As people say, it takes a village to grow a child — the same with a semiconductor chip,” says Maslov.
POLYN Technology is at the forefront of creating energy-efficient chips that use analog processing to power tomorrow’s tech with less energy. Their goal is to push the limits of what’s possible, making devices that are sustainable. This mission fits perfectly with the Semiconductor Industry Association’s 2021 vision, which focuses on using analog technology to reduce power use. POLYN’s efforts are all about helping the tech world become more efficient and eco-friendly, making a real impact on how we use and think about technology.
Jordan French is the Founder and Executive Editor of Grit Daily Group , encompassing Financial Tech Times, Smartech Daily, Transit Tomorrow, BlockTelegraph, Meditech Today, High Net Worth magazine, Luxury Miami magazine, CEO Official magazine, Luxury LA magazine, and flagship outlet, Grit Daily. The champion of live journalism, Grit Daily’s team hails from ABC, CBS, CNN, Entrepreneur, Fast Company, Forbes, Fox, PopSugar, SF Chronicle, VentureBeat, Verge, Vice, and Vox. An award-winning journalist, he was on the editorial staff at TheStreet.com and a Fast 50 and Inc. 500-ranked entrepreneur with one sale. Formerly an engineer and intellectual-property attorney, his third company, BeeHex, rose to fame for its “3D printed pizza for astronauts” and is now a military contractor. A prolific investor, he’s invested in 50+ early stage startups with 10+ exits through 2023.