Reletter
Artwork for Chip Log

Chip Log

Subbu
Hundreds of paid subscribers

Deep dives into memory, compute, and all things ASIC/SoC engineering

Platform
Substack
PricingFreemiumPublishesWeekly
Issues27Founded3 years agoLast Issue9 days ago
Active

Read this Newsletter

chiplog.io
Artwork for Chip Log

Latest Issues

Understanding Texas Instruments: 271% cash flow surge, $60B fab build-out, and is it worth the price?

A first-principles look at the analog giant. What TI makes, how it makes money, and what you're paying for it.

Companies such as Texas Instruments are important. This is where a lot of electrical and computer engineering graduates, like me...

9 days ago
7
Paid

Qualcomm's AI Roadmap: The Bull and Bear Case

Why the Modular acquisition matters, how Qualcomm read the market, and whether it can ship before the bus leaves

Qualcomm has put together a coherent, sellable roadmap for getting into AI infrastructure, the place where nearly all the cape...

22 days ago
21
1
Paid

Qualcomm High Bandwidth Compute (HBC): More Questions Than Answers

Who's making the memory stack? How good is the compute die? Other questions that I'm asking

At Qualcomm’s Investor Day 2026, the company laid out a genuinely exciting roadmap for its AI silicon. But the most interesting part, High Bandwidt...

a month ago
9
Paid

Inside Attention-FFN disaggregation: What Groq LP40 will look like

How AFD works, from ByteDance's MegaScale-Infer paper to NVIDIA's Groq LPUs, and why the LP40 roadmap makes the acquisition hard to explain.

Running an LLM in production used to be straightforward, load the whole model onto a bunch of GPUs...

a month ago
13
Paid

The Psychology of Hype Cycles

The Priest and the Dot-com Bubble

In 2000, at the absolute top of the dot-com bubble, my mentor held a puja at his home in Silicon Valley. A Hindu priest came over and spent two hours doing the full ceremony — Sanskrit chanting, the fire...

2 months ago
49
4

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Chip Log.

SubscribersEngagement73Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Chart Rankings

How this newsletter ranks in the official Substack charts.

#211

Authors

The writers behind this newsletter.

  • Subbu
  • Frequently Asked Questions

    How can I access the email archive for Chip Log?

    You can find recent issues that have been published by Chip Log on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does Chip Log have?

    To see how many people subscribe to Chip Log, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in Chip Log?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Chip Log as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like Chip Log?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Chip Log using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Chip Log?

    Scroll up to where it says Related Newsletters to see other publications like Chip Log. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Chip Log?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.