NPO State of the Union
When NPO? Who NPO? Where NPO? Why NPO? Winners, losers, and more.
Chipstrat
Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
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Build Your Own DRAM Supply Model
Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.
AMD on Agentic CPUs, and Why There's No One Size Fits All
Listen now | Madhu Rangarajan, Corporate VP at AMD, on why the agent era is a CPU buildout, and why the workloads under the "agentic rack" label are too varied for one SKU
The Hardest Computing Problem Ever, According to Arm's Physical AI Chief
Arm's Physical AI chief on why humanoid robots are the hardest computing problem yet, and why the physical economy still runs on a tenth of the digital side's compute.
Why Did AMD Buy Taalas?
Does it move AMD stock? Speculation. Helios plus Taalas cluster, what about long-context, who uses it, and why buying a one-model chip is less crazy than it sounds.
Will ASML Finally Charge for Its Value?
Management hints ASML starts charging for value in 2027. Consensus says it won't.
TSMC could spend $10B more on N2 capacity. Why won’t they?
TSMC has the cash... Why not build more N2? Implications of not doing so? And more
🎙️ PicoJool’s Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects
GaAs VCSELs at 200G/lane, unconstrained supply vs. indium phosphide, the 8×200 / 16×100 / 32×50 flavors, WIN Semiconductors, the roadmap to 12.8T, and more
The Next Trillion-Dollar Chip Company
It might be simpler than you think. Etched, Fractile, MatX, Positron, Rebellions, SambaNova, Tensordyne, Tenstorrent, and more.
High Bandwidth Flash: The Full Report
Why HBF for inference decode fits, what it does to the DRAM and NAND markets, a worked cost model, who moves first, and risks
Micron's Blowout and the Case for a Memory Supercycle
Micron's GM hit 84.9%, it booked $10B of take-or-pay through 2030, and supply shortage stretched further out. Peak? When does supply increase? SK Hynix and Samsung too.