Theoretical framework demonstrates how architectural choices dictate economic viability in custom silicon, highlighting hardware trust and state attestation as core investment criteria.
This paper presents an architecture-first framework for evaluating semiconductor investments, connecting technical feasibility to economic viability, supply-chain constraints, trust, risk, and capital allocation. It examines how architecture choices propagate into manufacturing requirements, deployment qualification, system economics, and ultimately the investment thesis. The framework argues that trust is part of the hardware’s economic specification: a component that cannot establish identity, attest its state, detect corruption or tampering, and participate in enforceable containment may be operationally inadmissible regardless of benchmark performance. The paper provides a structured diligence model for investors, founders, architects, and strategic decision-makers evaluating consequential hardware systems.
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Dana Xiadani (2026) studied this question.
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