A Silicon Valley circuit designer maps the power, optics, silicon, and infrastructure bottlenecks behind AI. https://atlas.nuttycld.workers.dev/
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 29 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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nuttycld.substack.comLatest Issues
[Public] SerDes Part 1: The Technology You Should Know Before CPO
An analysis of industry and technology structure, not investment advice · The author may hold positions in securities mentioned
I work in Silicon Valley as an analog IC design engineer. Lately my LinkedIn inbox has been filling up with m...
Earnings Are at All-Time Highs, So Why Did Semiconductors Fall 25%?
What the market has started looking at is not earnings, but the level of expectations, the source of capex money, and the cost of raising it.
This piece is an analysis of industry and market structure, not investment advice. The author may...
[Commentary] Open the Models, Sell the Compute
A note: This piece was inspired by a thread from Rocketesla. I went back to the original sources and expanded the argument to examine how open weights drive distributed computing and infrastructure demand.
Not long ago, South Korea...
Why Samsung Hasn't Signed a Deal for 50 Besi Hybrid Bonders
What stalled Samsung's planned order for 50 hybrid bonders at Pyeongtaek P5, and what will decide how the negotiation ends.
This is an analysis of industry and technology structure, not investment advice. The author may hold positions in t...
An Investor's Handbook III - Substrate
Glass Is Coming. Organic Is Getting Paid.
This article is an informational analysis of industry and technology structure. It is not investment advice. It does not contain buy/sell recommendations or price targets for any security. The auth...
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Authors
The writers behind this newsletter.
Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry. \ud83d\udd17 https://atlas.nuttycld.workers.dev/
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Seeing tech through a different wavelength. Photonics & semiconductor research
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