Reletter
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ChipPub

Meng Li
Tens of paid subscribers

Share at least one chip/semiconductor industry analysis or technical practice every day.

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Substack
PricingOnly paid issuesPublishesDaily
Issues424Foundeda year agoLast Issue7 days ago
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Latest Issues

Glass Substrates: A Roadmap

Glass substrate roadmap 2027–2030: Intel, Samsung, TSMC race for AI chip packaging. Mass production, yield, and PLR validation insights.

Two years ago, Intel() made a high-profile announcement: Glass Core Substrate (GCS) would become the c...

7 days ago
7
Paid

NVIDIA Spectrum-X CPO Announces Mass Production

NVIDIA Spectrum-X CPO enters mass production, reshaping AI interconnect with photonics. Industry giants race for optical integration.

Recently, NVIDIA() announced that its Spectrum-X Ethernet Photonics CPO switch chip has entered full-scal...

8 days ago
6
Paid

When AI Chip Startups Go Wild Again

AI chip startups surge beyond GPUs into inference, memory, and interconnects. A new global silicon war is here.

Beyond GPUs, a new global startup war is erupting around inference, memory, interconnects, and CPUs. Why put it that way? Recen...

10 days ago
7
Paid

SK Hynix–Rooted, Samsung–Bound: JCET Korea's Journey

How a Hyundai spin‑off became JCET's Korean plant, supplying Samsung and SK Hynix while rising to a $2B export powerhouse.

These past two years, the global semiconductor spotlight has hardly ever left South Korea. HBM in short supply, SK H...

11 days ago
5
Paid

DRAM Prices Approaching Gold — And Still Rising!

DRAM prices near gold levels and keep rising. HBM demand tightens supply. Memory shortages set to last through 2027.

Now, 1 kilogram of South Korean-produced DRAM chips can buy 620 grams of gold. The export unit price of DRAM has risen 12....

12 days ago
4
Paid

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  • Meng Li

    AI Engineer, Apache Linkis Committer, and Trader sharing daily industry analysis and technical insights.

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