ChipPub
Meng LiShare at least one chip/semiconductor industry analysis or technical practice every day.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 358 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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chippub.substack.comLatest Issues
Tungsten Down, Molybdenum Up: Unstoppable?
SK Hynix adopts molybdenum to replace tungsten in 375 layer NAND, reshaping the semiconductor material landscape.
Recently, SK Hynix has successfully completed the production validation of its next-generation V10 series 375-layer 3D NAND f...
TSMC: The Frenzy of Building Factories
TSMC doubles fab construction, expands N2 capacity 70% yearly, and boosts AI packaging to lead in advanced chips.
A few years ago, when we mentioned TSMC(), we called it “the world’s largest wafer foundry,” implying that Intel was still th...
Memory Chips: Top Winner
AI boom makes memory chips top winners. HBM, DRAM, and NAND suppliers lead semiconductor growth.
The explosive growth of artificial intelligence is transforming the semiconductor industry, with this shift being particularly evident in the...
NPO, Riding the Wind
NPO surges as AI clusters abandon copper. 2026 2027 mass deployment begins while CPO faces delays until 2028.
Recently, a bearish research report on CPO from SemiAnalysis has stirred waves in the optical communications market. The report p...
Broadcom Told the Truth, But No One Listened
Broadcom shares fell 12% despite strong AI revenue. Margin pressures and customer diversification fears trigger sell-off.
Broadcom CEO Hock Tan and CFO Kirsten Spears released figures on the June 3 earnings call that would satisfy almost a...
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Authors
The writers behind this newsletter.
AI Engineer, Apache Linkis Committer, and Trader sharing daily industry analysis and technical insights.
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