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Overview
The Siliconimist has candid conversations with semiconductor enthusiasts, about chips, capital, and the geopolitical consequences. We talk to entrepreneurs, investors, technologists and operators that are pushing semiconductors to new heights.
News
Credibility Is the Barrier to Entry in Silicon
Darian Domocos told me the hardest part of starting a CPU company wasn't the engineering; it was getting anyone to believe that two young guys from Romania could do it. He's the CEO and co-founder of Fiora5, a startup that develops and licenses RISC-V pro
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The Open Source Silicon Business Model
The business of semiconductor design is pure intellectual property: the worlds most creative minds, building ideas that generate trillions of dollars of value. Without the minds and the ideas, the entire industry is worth almost nothing.If this business c
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Robots of Gitex, Kazakhstan's AI Conference
This is a small diversion from my usual focus on semiconductors. I live in Almaty Kazakhstan. I love the place: one of the most beautiful cities in the world, the people are some of the warmest I have ever met. From time to time, I want to share technolog
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ASML's Best Selling Product
$400m Machine vs. $200 ToyThere is a machine in the Netherlands that is essentially the heartbeat of the modern world. It's called an Extreme Ultraviolet (EUV) lithography tool, and it's built by ASML.Without these machines, we don't have the high-end chi
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Semiconductors: Made in America
I gave this talk to a group at the American Corner in Almaty in April, 2026, in Almaty Kazakhstan. I was invited to come talk about America, it's the 250th birthday of America. I'm an American living in Almaty Kazakhstan. We are rare.So I took the opportu
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