Chipstrat
Austin LyonsSemiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 135 | Subscribers | Read | chipstrat.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
An Interview with MatX CEO Reiner Pope About LLM Chips
This interview is with Reiner Pope, co-founder and CEO of MatX. Pope and his co-founder Mike Gunter left Google — Pope from the Brain team, Gunter from the TPU team — one week before ChatGPT launched to build what they believe will be the b...
The Agentic Computer: New S-Curve or Another iPad?
The next device category is here. But will the economics work?
Coherent's Vertical Integration Strategy
Coherent makes more of the optical stack in-house than any competitor. We walk through the business, the growth vectors, and whether breadth beats depth.
Agentic AI Needs CPUs. Whose CPUs?
Nvidia Vera, Arm AGI CPU, Meta, x86, more
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Authors
The writers behind this newsletter.
Chipstrat, Creative Strategies, Semi Doped. MSEE + MBA.
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