ChipPub
Meng LiShare at least one chip/semiconductor industry analysis or technical practice every day.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 376 | Founded | a year ago | Last Issue | 24 hours ago |
| Active | |||||
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chippub.substack.comLatest Issues
Hybrid Bonding, Delayed Again?
Samsung and SK Hynix face hybrid bonding delays for HBM due to falling demand for thinning and heat benefits, though future I/O growth may revive adoption.
Samsung Electronics and SK Hynix are facing increasingly significant challenges in...
The World Has Long Suffered from DRAM
DRAM prices are skyrocketing. Discover how AMD, Apple, Marvell, and Sandisk are using AI, CXL, and flash to beat the memory crisis.
Currently, data centers are facing a new crisis—not insufficient computing power, but prohibitively expensi...
The $100B CPU Poker Game in the AI Era
Server CPU market hits $120B+ by 2030 as Agentic AI flips CPU-GPU ratios. x86 vs Arm race intensifies.
The AI industry is undergoing a fundamental shift in computing logic: moving away from the “GPU-only” paradigm centered on large model t...
Samsung Foundry Has Decided to Take Orders
Samsung Foundry adopts order allocation amid AI chip boom, prioritizing key clients and raising utilization as 4nm capacity nears full booking through 2026.
According to Korean media citing industry insiders, Samsung Electronics’ foundry d...
EUV Lithography Faces a New Challenger!
ASML's new High NA EUV lithography machine costs 400 million dollars and faces bold startups challenging its chipmaking monopoly.
Jos Benschop is climbing a ladder to reach the top of his latest machine.
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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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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