Chipstrat
Austin LyonsChipstrat is an interdisciplinary lens on semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 94 | Subscribers | Read | chipstrat.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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An Interview With Mohamed Awad About Chiplets
We’ve been pulling on the chiplet thread, lately exploring why chiplets matter and what it takes to build a thriving ecosystem:
Right-Sized AI Infrastructure. Marvell XPUs
Diversity in AI workloads demands diverse AI datacenters. Sometimes, custom silicon is the answer. Marvell's custom AI business.
Credo AECs
Why Active Electrical Cables are a Billion Dollar Industry, and why Credo is Dominant.
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Authors
The writers behind this newsletter.
Trusted by tech industry leaders. Chipstrat & Creative Strategies. MSEE + MBA.
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