Jason's Chips
semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 8 months ago | Last Issue | 9 days ago |
| Active | |||||
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jasonschips.aiLatest Issues
The Finance of Neoclouds (Free, Re-Upload)
I accidentally fat fingered and deleted this article when cleaning out my drafts (oops). I also had a weekly backup script to prevent shenanigans like this but unfortunately it did not run before my fat finger moment.
Luckily the free sect...
Death, Taxes, and Indium Phosphide Shortage
There will be a massive shortage. But not in the way you think.
All of the investing and research and writing and stuff that I have been doing for the past year or so has led me to one conclusion: There are three certainties in life.
Optical Circuit Switching 101: Better Than CPO?
Switch primer, OCS vs EPS, Spine Switch Replacement, Scale-Up OCS, TPU Superpod OCS, Types of OCS, OCS market modeling, Lumentum, Coherent, and a hidden smallcap OCS vendor
This is the OCS version of my very popular CPO 101 post.
Portfolio Review | May 2026 (+26%, +167% YTD)
may
Apologies for the low posting frequency this week. I have been inundated lately. I know people have been asking for portfolio reviews, so I am getting this one out first.
Optical Illusion: CPO is Dead, Long Live NPO
SemiAnalysis "CPO Delay" Selloff & NPO Mass Adoption Rumors
We have gotten a hilarious amount of discussion in a three-day span about CPO.
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Authors
The writers behind this newsletter.
Gen Z semis & AI investor writing easily digestible research with a blend of first-principles logic, economics, and humor. +195% YTD returns.
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