Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 170 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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newsletter.chipstrat.comLatest Issues
When Agents Are the Interface
Agent economics, who pays for inference, vertical integration, and what it means for Google, Amazon, Microsoft, Meta, OpenAI, Anthropic, Apple and semis
The future user experience is agentic. You interact, and the agent goes and does some...
Right-Sizing Memory
My take on Micron's webinar, from despeccing to who captures value in custom HBM
Micron held its Technology and Product Webinar last week. I watched it and took notes. Here’s my analyst take for investors and tech executives, along with so...
My Conversation with Dylan Patel and Stacy Rasgon
A quick personal note first. I went independent on October 1. Chipstrat and Semi Doped are now my full-time work, and I’m taking on analyst, consulting, and public speaking engagements alongside this newsletter and the Semi Doped podcast....
Optics Primer, Part 4: Coherent Optics
The first time I heard “coherent optics” I was confused; were we talking about the optics company Coherent? Or something else entirely?
If you can relate, keep reading, because I’ll explain the “small c” coherent optics.
This is another...
Dell's Tailwinds
Why I drive my agents run from a Dell XPS, and fine-tuned models for Enterprise AI
I continue to be impressed by Dell.
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Authors
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Chipstrat, Creative Strategies, Semi Doped. MSEE + MBA.
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