Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 143 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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chipstrat.comLatest Issues
Inside the 800G → 1.6T → 3.2T Race
Timing is everything. What the industry said about 800G, 1.6T, 3.2T in recent earnings calls
The AI interconnects supply chain is fascinating right now. The industry is doubling per-module bandwidth (800G → 1.6T → 3.2T), and every doubling...
An Interview with the Gimlet Labs Team About Heterogeneous Inference for AI Agents
I’ve been writing for a while about the shift from a one-size-fits-all GPU to multi-vendor, multi-silicon environments, so I wanted to talk to Gimlet directly about how cross-vendor orchestration actually works — and why most neoclouds, loc...
Advanced Packaging: Intel's EMIB vs TSMC's CoWoS
Is Intel's EMIB better than TSMC's CoWoS for AI accelerators? A primer on both, an honest look at the trade-offs, and where it goes from here.
Nvidia’s Rubin Ultra is going to be a huge chip. So huge that it likely takes four reticle-sized...
VCSELs + 200G Wall In AI Datacenters?
Decades of short-reach dominance, the supply chain holding it up today, and the problems at the 200G transition
Coherent has lately been talking about parallel-pathing the light source for 1.6T transceivers, developing solutions based on S...
Rethinking Amazon + Not All SaaS Is Dead
AWS Shows a Survival Path for Enterprise Software
I’m updating my priors on Amazon.
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Chipstrat, Creative Strategies, Semi Doped. MSEE + MBA.
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