Advanced Notes
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 6 months ago | Last Issue | 16 days ago |
| Active | |||||
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moshezalcberg.substack.comLatest Issues
“Made in Taiwan” or “Made with Taiwan”?
Editor’s note: I started drafting this piece before NVIDIA’s September 1 investment in MediaTek was announced. The news is incorporated below.
1. The Value-Chain on Stage
On September 2, SEMICON Taiwan 2026 closed its first full-day...
Hot Chips and Spiced-Up Jalapeño
1. A Very Hot Jalapeño
Jalapeño, OpenAI’s first custom silicon, was one of the highlights of this week’s Hot Chips conference at Stanford. Richard Ho, OpenAI’s head of hardware, walked the room through benchmark numbers that beat Nvi...
Europe's Second Chance
1. Catch this train!
Our last Advanced Note piece covered the arrival of quantum computing at DAC63, built around McKinsey’s Quantum Technology Monitor 2026. One line in that report didn’t get the attention it deserved. European compa...
Quantum and Semiconductors Entangled
1. A Busy Week for Quantum
Last week’s Economist science section ran two quantum computing pieces back to back: AI and quantum computers will be frenemies and Quantum computers promise mathematical superpowers. That kind of double cov...
4 VCs, Back to DAC
1. An Inflection Point
For most of DAC’s history, venture capitalists were not in the building. EDA was a three-company market — Synopsys, Cadence, and Mentor/Siemens — and the exit paths were narrow: get acquired by one of them, or d...
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Authors
The writers behind this newsletter.
Moshe Zalcberg writes about semiconductors, AI, and strategy for executives and founders who need sharper frameworks — not more hype. Published every 1-2 weeks.
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