Semi-Custom Edge AI Broadens Opportunity
The development of semi-custom AI SoCs and deployment across robotics, automotive, security, and access control indicate expanding application breadth for embedded vision and physical-AI silicon. A move to 2-nanometer production also points to increasing design complexity and customer-specific integration in edge compute.
We have our first semi-custom project underway, the 2 nanometer CV AI SoC, which is expected to generate first production revenue in fiscal 2028. We are in discussion with other companies for additional semi-custom chip projects. Our representative customer engagement this quarter once again demonstrates Ambarella's extending traction across a broad set of applications: robotics, automotive, security, trail cameras, and smart video intercoms.
Who it touches
- AMBAbullish
Management cited automotive, security, robotics and access-control engagements and said a 2-nanometer semi-custom AI SoC is expected to enter production revenue in FY2028.
About this signal
- Company
- Ambarella Inc
- Category
- technology
- Call
- Q2 FY2027