Bits and Bytes
Pushkar RanadeA newsletter about the semiconductor landscape and its evolution in the next wave of computing
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 5 years ago | Last Issue | 16 days ago |
| Active | |||||
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semiconductor.substack.comLatest Issues
Deep Moats and Platform Shifts in Computing
“A strategic inflection point is a time in the life of a business when its fundamentals are about to change. That change can mean an opportunity to rise to new heights. But it may just as likely signal the beginning of the end.”
Andr...
Deep Moats and Platform Shifts in Computing
“You can’t connect the dots looking forward; you can only connect them looking backwards.”
Steve Jobs
Part 1 of this 3-part essay covered the RISC vs CISC wars and how Intel’s x86 ISA, aided by the Wintel flywheel, volume economics...
Deep Moats and Platform Shifts in Computing
“It is not the most intellectual of the species that survives; it is not the strongest that survives; but the species that survives is the one that is best able to adapt and adjust.”
On the Origin of Species, Charles Darwin
Every er...
The Incredible Shrinking Transistor
2025 will mark the 60th anniversary of Gordon Moore’s prescient observation that became the catalyst for silicon transistor scaling and the modern digital age.
We are on track to witness a remarkable milestone by the end of this decade –...
From Silicon Valley to Silicon Island
Micro-chips and Macro-problems
A worldwide shortage of semiconductor chips during the COVID-19 pandemic shone a spotlight on the outsized geopolitical and economic significance of the tiny island nation of Taiwan. The island is home to...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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The writers behind this newsletter.
Writes about the history and future of computing, in particular, the evolution of the semiconductor industry in the next wave of computing.
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