Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 148 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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chipstrat.comLatest Issues
Micron's Blowout and the Case for a Memory Supercycle
Micron's GM hit 84.9%, it booked $10B of take-or-pay through 2030, and supply shortage stretched further out. Peak? When does supply increase? SK Hynix and Samsung too.
As you probably heard, Micron crushed earnings this week. It got me th...
The ISA Doesn't Matter Where It Counts
AMD, Intel, Nvidia, Arm, and Qualcomm are all selling datacenter CPUs into the AI buildout. The previous piece mapped them across five sockets orbiting the GPU and ranked those sockets by value: coherent host, standard host, thinker, doer,...
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...
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Chipstrat, Creative Strategies, Semi Doped. MSEE + MBA.
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