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Overview
Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery. Click to read Chipstrat, by Austin Lyons, a Substack publication with tens of thousands of subscribers.
News
AMD on Agentic CPUs, and Why There's No One Size Fits All
Madhu Rangarajan spent 26 years in servers, at Dell, then Intel, then Ampere. Now he is Corporate VP at AMD for Compute and Enterprise AI Products, which covers the EPYC CPUs and every GPU that isn't rack-scale. I sat down with him for the latest Bit by B
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The Hardest Computing Problem Ever, According to Arm's Physical AI Chief
Drew Henry ran GeForce at Nvidia for 11 years. He launched Arm's Neoverse infrastructure business. Now he leads Arm's Physical AI unit. I sat down with him for the latest Bit by Bit conversation.His main argument: robots, humanoids, and autonomous vehicle
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Why Did AMD Buy Taalas?
We got a big surprise yesterday after the market closed. AMD agreed to acquire Taalas, a 25-person chip startup in Toronto.I was pumped to see it. This is right up my alley! It's AI accelerator startups + a strategy puzzle of sorts... and requires us to g
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Will ASML Finally Charge for Its Value?
ASML is an earned monopoly. So is TSMC.That makes pricing complicated; it's not simply "charge whatever you want". You have to know what your product is worth to the customer (that alone can be hard to measure) and then decide how much of that to take. Ta
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TSMC could spend $10B more on N2 capacity. Why won't they?
TSMC had a great quarter. But some things stood out. For example, TSMC says AI demand is unbounded. Why, then, doesn't CapEx match that sentiment?In the pandemic-era supercycle, TSMC spent 53% of revenue on CapEx. In the AI supercycle, with roughly $100 b
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