Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 156 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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chipstrat.comLatest Issues
AMD on Agentic CPUs, and Why There's No One Size Fits All
Madhu Rangarajan spent 26 years in servers, at Dell, then Intel, then Ampere. Now he is Corporate VP at AMD for Compute and Enterprise AI Products, which covers the EPYC CPUs and every GPU that isn’t rack-scale. I sat down with him for the...
The Hardest Computing Problem Ever, According to Arm's Physical AI Chief
Drew Henry ran GeForce at Nvidia for 11 years. He launched Arm’s Neoverse infrastructure business. Now he leads Arm’s Physical AI unit. I sat down with him for the latest Bit by Bit conversation.
His main argument: robots, humanoids, and a...
Why Did AMD Buy Taalas?
Does it move AMD stock? Speculation. Helios plus Taalas cluster, what about long-context, who uses it, and why buying a one-model chip is less crazy than it sounds.
We got a big surprise yesterday after the market closed. AMD agreed to acq...
Will ASML Finally Charge for Its Value?
Management hints ASML starts charging for value in 2027. Consensus says it won't.
ASML is an earned monopoly. So is TSMC.
TSMC could spend $10B more on N2 capacity. Why won’t they?
TSMC has the cash... Why not build more N2? Implications of not doing so? And more
TSMC had a great quarter. But some things stood out. For example, TSMC says AI demand is unbounded. Why, then, doesn’t CapEx match that sentiment?
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Chipstrat, Creative Strategies, Semi Doped. MSEE + MBA.
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