Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 146 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
Read this Newsletter
chipstrat.comLatest Issues
Are Agentic CPUs a Commodity? It’s Complicated.
Five sockets, different economics. A model for telling them apart, and where each competitor fits. AMD, Intel, Nvidia, Arm, Qualcomm.
AMD, Intel, Nvidia, and Arm are all selling datacenter CPUs into the AI buildout, and Qualcomm is trying...
Power Moves Into the Package. Empower, PowerLattice, and the IVR Socket
Why did ADI agree to pay $1.5B for Empower Semi? Because XPUs are about to draw 3,000+ amps at 0.7V. Transients and I²R both blow up. Move the regulator into the substrate. ADI, MPWR, VICR, IFNNY, AMK
A 2.3 kW Vera Rubin pulls ~3,286 amps...
An Interview with Nvidia's Deepu Talla About Physical AI and Robotics
The industrial business of the future runs on fleets of agents. Some are digital (LLMs), some are embodied (robots), some are humans, and all need orchestration. Most people understand physical AI is here and coming, but most aren’t experie...
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...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Chipstrat.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Chipstrat ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 730 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #31 |
Authors
The writers behind this newsletter.
Chipstrat, Creative Strategies, Semi Doped. MSEE + MBA.
Frequently Asked Questions
How can I access the email archive for Chipstrat?
You can find recent issues that have been published by Chipstrat 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 Chipstrat have?
To see how many people subscribe to Chipstrat, 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 Chipstrat?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Chipstrat 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 Chipstrat?
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 Chipstrat using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Chipstrat?
Scroll up to where it says Related Newsletters to see other publications like Chipstrat. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Chipstrat?
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.