Silicon Atlas
AI semiconductors through a systems lens—from data centers to on-device AI. Evidence-first analysis of architecture, memory, power, and industry strategy.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 7 | Founded | a month ago | Last Issue | 11 days ago |
| Active | |||||
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siliconatlas.substack.comLatest Issues
The Evidence Ladder for New Silicon
When did a chip-design conference become such compelling viewing?
That thought kept returning as Hot Chips presentations made their way through my X feed this year. They brought to mind the excitement I associate with a big technology even...
The Memory Handbook, Part II: The Empire That Outlives the Cycle
TL;DR
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Memory runs on two clocks: prices turn every few years, while industrial leadership changes over decades.
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The center of DRAM moved from the United States to Japan and then to South Korea because invention had to be conver...
Everyone Wants a Custom AI Chip. Does It Pay?
In brief
Everyone wants a custom AI chip, but the die is not the economic asset. The asset is the workload: large enough to absorb fixed silicon, software, and system costs; stable enough to migrate; and busy long enough to pay back be...
The Memory Handbook, Part I: How the Pieces Fit Together
I have spent close to twenty years in semiconductor research and industry. I cannot remember another time when so many people outside the field followed memory this closely.
Names that once stayed inside engineering meetings and trade publ...
Can AI Really Design a Chip?
I have spent close to twenty years working in silicon. For most of that time, chip design has been the kind of work that rewards patience. Engineers read specifications, write and review RTL, chase bugs, close timing, and build confidence o...
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Authors
The writers behind this newsletter.
Evidence-first AI semiconductor analysis: what new silicon claims prove, where bottlenecks move, and whether gains survive at system and economic scale.
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