
Deep dives into memory, compute, and all things ASIC/SoC engineering
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||

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...
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...
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...
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...
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...
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