ChipPub
Meng LiShare at least one chip/semiconductor industry analysis or technical practice every day.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 340 | Founded | a year ago | Last Issue | 14 hours ago |
| Active | |||||
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chippub.substack.comLatest Issues
TCB Equipment: Sales Are Slowing Down?
TCB equipment sales are slowing? Not exactly. Market shifts, not an industry collapse.
However, just as the industry was pouring boundless enthusiasm into the advanced packaging track, a financial report from a South Korean company sent an...
The "Fire" of AI Reaches Analog Chips
NVIDIA’s AI boom fuels analog chips as ADI buys Empower for $1.5B, targeting 800V power and signal chains.
On May 20, NVIDIA released its fiscal year 2027 first-quarter results for the period ending April 26, 2026. Quarterly revenue reache...
AMD’s First 2nm CPU Enters Mass Production
AMD’s first 2nm EPYC Venice CPU enters mass production, boosting AI data center performance and efficiency with TSMC’s advanced process.
AMD’s EPYC Venice CPU has entered mass production, becoming the first high-performance computing produ...
Let's talk about CPO again!
GPU shortage? That's just half the story. The real AI bottleneck is optical interconnect. CPO market to explode from $160M to $91B by 2028.
Over the past three years, everyone has been scrambling to buy GPUs.
0.2nm Arrives: New Chip Roadmap Out
New chip roadmap reveals 0.2nm transistors by 2041 and CFET starting in 2033.
The next stage in the development of CMOS transistors (the type used in nearly all chips on Earth) will be complementary field-effect transistors (CFETs). Imec p...
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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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