The hottest Semiconductors Substack posts right now

And their main takeaways
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Back to the Future with Gordon Moore

The Chip Letter • 5241 implied HN points • 28 Jan 25
🕹 Technology Semiconductors AI Innovation Computing Industry Trends
  1. Technology changes rapidly, but some issues, like how to effectively use computing power, seem to stay the same. This means we often find ourselves asking similar questions about the future of tech.
  2. Gordon Moore's insights from years ago still apply today, especially his thoughts on competition and applications for technology. He pointed out the need for practical uses of increased computing power.
  3. Concerns about technology making us 'stupid' remain relevant. However, it's more about using computers without losing understanding of basic principles than about being incapable of learning new skills.

Morris Chang and the Origins of TSMC

Construction Physics • 46767 implied HN points • 31 Dec 24
🕹 Technology Semiconductors Innovation Manufacturing Entrepreneurship History
  1. Morris Chang founded TSMC in 1985, turning it into a key player in the semiconductor industry. He saw the need for a company that could manufacture chips for others, which allowed many new companies to emerge.
  2. Chang's journey was not smooth; he faced many challenges and failures before achieving success with TSMC. Much of his early career included tough breaks, but he persevered and created something significant.
  3. TSMC's unique business model changed how semiconductor companies operated by providing manufacturing services without competing directly with clients. This innovation helped TSMC grow quickly and become vital for tech giants like Apple and Intel.

An Interview with Stratechery; A New Start

The Asianometry Newsletter • 2538 implied HN points • 21 Jan 25
🕹 Technology Semiconductors YouTube AI Manufacturing Asia
  1. The Asianometry Newsletter is now part of the Stratechery Plus bundle, so subscribers will have access to exclusive content like transcripts and audio feeds.
  2. Jon Yu, the creator of Asianometry, started his YouTube channel as a way to share his experiences in Asia, which has now evolved into a focus on technology and semiconductors.
  3. The semiconductor industry is complex and involves tightly-knit supplier relationships, with companies collaborating on process development while maintaining competition.

Qualcomm’s RISC Pays Off; Arm’s Dogs Don’t Bark

The Chip Letter • 4149 implied HN points • 15 Jan 25
🕹 Technology Semiconductors Legal issues Corporate strategy Market Competition
  1. Qualcomm won the legal battle against Arm, as the jury decided Qualcomm did not breach any licensing terms. This means Qualcomm can continue using technology from its acquisition of Nuvia without additional legal issues.
  2. Arm claimed Qualcomm's actions would hurt their licensing fees and market control, but the jury didn't agree with Arm on key points. This suggests Qualcomm's strategy was successful.
  3. The trial was complex, and the outcome was unexpected for many observers, indicating that there might be more legal and business implications in the tech industry as companies navigate these licensing agreements.

Reading List 12/14/24

Construction Physics • 14823 implied HN points • 14 Dec 24
🕹 Technology Semiconductors Electric Vehicles Manufacturing Construction
  1. Japan is investing heavily in semiconductor manufacturing. They're trying to produce custom chips in smaller batches, which could change the industry.
  2. Electric vehicles (EVs) are becoming more reliable over time. Although they had more problems than gas cars last year, the gap is getting smaller as manufacturers improve.
  3. New drilling technologies are being explored to access geothermal energy. Some companies are looking into using methods like microwaves to create holes in the Earth without traditional drilling.
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Q&A With Marvell CEO Matt Murphy

More Than Moore • 256 implied HN points • 13 Jan 25
🕹 Technology Semiconductors Software AI Data Centers
  1. Marvell is focusing on custom chip design to meet the growing demand from large tech companies, helping them create tailored solutions without needing extensive in-house resources. This trend is important for optimizing performance and costs in data centers.
  2. The company recently announced a new high-performance memory interface called HBM, which is in high demand for advanced computing. They are offering innovative designs to enhance speed and reduce power usage.
  3. Marvell sees significant growth opportunities in the AI sector, believing there are still many product cycles ahead. They are committed to investing in R&D to stay competitive in this rapidly evolving market.

Does All Semiconductor Manufacturing Depend on Spruce Pine Quartz?

Construction Physics • 31526 implied HN points • 08 Nov 24
🕹 Technology Semiconductors Manufacturing Materials science Supply Chain
  1. Spruce Pine, North Carolina, provides a lot of the high-purity quartz used in making silicon for semiconductors. This quartz is important because it helps produce the pure silicon necessary for making chips and solar panels.
  2. While Spruce Pine quartz is significant, it isn't the only option available. There are other sources and potential substitutes, but they may not be as good or as cost-effective.
  3. The semiconductor industry is exploring new materials for crucibles and increasing the production of quartz elsewhere, which could reduce reliance on Spruce Pine in the future. This means a supply disruption wouldn't completely stop semiconductor manufacturing.

Looking Back at 2024

The Asianometry Newsletter • 3637 implied HN points • 31 Dec 24
🕹 Technology Semiconductors Video content Research Travel Tech History
  1. The channel enjoyed a lot of growth in 2024, hitting impressive milestones with over 100 million lifetime views. It's amazing to think so many people watched the videos.
  2. Some favorite videos included stories about Nisei interpreters and Texas Instruments, which are rich in history and technology. These stories really resonate and are fun to tell.
  3. There are plans for 2025 to explore a mix of semiconductor topics and new themes to keep things fresh and engaging. It's all about balancing work and passion.

Qualcomm RISCs, Arm Pulls: The Legal Battle for the Future of Client Computing

The Chip Letter • 8736 implied HN points • 16 Nov 24
🕹 Technology Computing Semiconductors Licensing Legal issues Market Trends
  1. Qualcomm and Arm are in a legal battle over chip design licenses, which could significantly impact the future of smartphone and laptop computing.
  2. Qualcomm recently acquired a company called Nuvia that designed high-performance chips, but Arm claims that this violated their licensing agreement.
  3. The outcome of this legal dispute could decide who dominates the chip market, affecting companies and consumers who rely on these technologies.

Apple Mobile Processors Are Now Made in the USA. By TSMC

Tim Culpan’s Position • 880 HN points • 17 Sep 24
🕹 Technology Semiconductors Manufacturing Electronics Innovation Supply Chain
  1. TSMC is now making Apple's mobile processors in Arizona, marking a big shift for tech manufacturing in the U.S.
  2. The A16 chip, which was first used in the iPhone 14 Pro, will be the first product produced at this new facility.
  3. This move shows Apple and TSMC's commitment to making advanced chips domestically, which is a key part of the U.S. government's efforts to boost local tech production.

Innovation, Customers and Scale: A Positive Vision for Intel's (Foundry) Future

The Chip Letter • 4586 implied HN points • 02 Dec 24
🕹 Technology Semiconductors Innovation Manufacturing Business strategy Market Trends
  1. Intel might need to split its foundry and product divisions to succeed better. This way, each part can focus on its own goals and customers.
  2. For Intel to compete effectively, it has to be innovative and meet customer needs. Keeping an eye on emerging tech trends and demands is crucial.
  3. The success of Intel Foundry hinges on attracting big clients and delivering quality products on time. If they can impress customers, there's a chance for future growth.

Indefensible

Doomberg • 7229 implied HN points • 20 Oct 24
🕹 Technology Semiconductors Energy Policy Manufacturing Global Economy International relations
  1. Taiwan has become a key player in the global semiconductor industry, producing a significant portion of the world's chips. This makes its technology sector very important to the global economy.
  2. Taiwan struggles with energy supply, having faced numerous power outages in recent years. This energy crunch raises concerns about its ability to support its semiconductor manufacturing.
  3. The island's history and political situation with China create additional stress. If tensions rise, Taiwan's energy vulnerabilities could be exploited, impacting its manufacturing capabilities.

2025 AI & Semiconductor Outlook

Mule’s Musings • 777 implied HN points • 03 Jan 25
🕹 Technology AI Semiconductors Economics Stocks Industry Trends
  1. In 2024, AI technologies surged while many other sectors, especially automotive and smartphones, struggled. Companies like Nvidia saw huge gains, showcasing a divide in performance across the industry.
  2. The semiconductor market is cyclical, meaning trends can shift quickly. This year, companies that did poorly last year, could potentially do well, while top AI names might not see the same explosive growth.
  3. AI advancements are driving up costs and creating new economic challenges for tech companies. There's a bigger focus now on how much it costs to develop and maintain AI, differing from past trends where costs were lower.

EUV With Fewer Mirrors?

The Asianometry Newsletter • 3214 implied HN points • 28 Oct 24
🕹 Technology Semiconductors Optics Innovation Engineering
  1. A new proposal suggests using fewer mirrors in EUV lithography machines to improve efficiency. This could help capture more light and reduce costs in the chip-making process.
  2. The new system builds on existing technology and aims to complement rather than compete with ASML's machines. It's about making improvements instead of replacing what's already working.
  3. There's still a long way to go before this new design can be a reality. Many technical challenges need to be solved before it can be tested in actual lithography machines.

Export Controls and HBM

ChinaTalk • 340 implied HN points • 10 Dec 24
🕹 Technology Semiconductors AI Chips Export Controls Global Trade
  1. Export controls on high-bandwidth memory (HBM) are making it harder for China to develop its AI technology. This could slow down China's progress in creating advanced AI chips.
  2. HBM is super important for AI because it helps process data faster and more efficiently. Most AI chips, like those from Nvidia, need HBM to work well.
  3. Chinese companies are currently behind in HBM production and advanced packaging technology. Without catching up in these areas, their AI chip industry might struggle in the future.

The Death of LCDs, Means New Life for Chips

Tim Culpan’s Position • 159 implied HN points • 04 Sep 24
🕹 Technology Semiconductors Innovation Manufacturing Market Trends
  1. LCDs are becoming outdated as technology advances, and companies like Apple are moving away from them. This shift opens up new opportunities for chip manufacturers.
  2. Major players in the semiconductor industry, such as TSMC and Micron, are buying old LCD factories to repurpose them for chip packaging. They aim to use larger glass panels instead of traditional silicon wafers for better efficiency.
  3. As companies pivot from making displays to chips, the expertise from the LCD industry will still play a role in future technology, especially in the growing AI sector.

CXL Is Dead In The AI Era

SemiAnalysis • 7475 implied HN points • 16 Mar 24
🕹 Technology AI Hardware Protocols Semiconductors
  1. CXL technology was once thought to revolutionize data center hardware, but many projects have been shelved in favor of other advancements.
  2. CXL is not likely to be the go-to interconnect for AI applications due to limitations in availability and deeper issues in the era of accelerated computing.
  3. The main challenges with CXL include PCIe SerDes limitations, competition from proprietary protocols for AI clusters, and the need for improvements in chip design for bandwidth efficiency.

Trump's Export Control Strategy

ChinaTalk • 207 implied HN points • 18 Dec 24
🇺🇸 U.S. Politics Trade policy Technology Policy Geopolitics Semiconductors National Security
  1. Trump's team may need to reconsider how they handle chip export controls to better respond to China's advancements in technology. Using broader, simpler restrictions might be more effective than current complicated rules.
  2. It's important for America to strengthen its semiconductor industry to avoid losing market share to China. Investing in domestic production is key, and the current CHIPS Act needs to be expanded.
  3. To effectively restrict China's tech growth, the U.S. should coordinate with allies and avoid creating loopholes. A united front will make it harder for China to advance their semiconductor capabilities.

TSMC v Intel in Two Charts

Tim Culpan’s Position • 119 implied HN points • 05 Sep 24
🕹 Technology Semiconductors Charts Data Analysis Market Trends
  1. TSMC and Intel are two major players in the semiconductor industry. Their performance and strategies have crucial implications for technology.
  2. Visual data can highlight important differences in the technical and financial health of these companies. Charts can make complex information easier to understand.
  3. Recent reports show that Intel is facing significant challenges, while TSMC continues to lead in production and technology advancements. This could shape the future of the tech industry.

Hybrid Bonding Process Flow - Advanced Packaging Part 5

SemiAnalysis • 7677 implied HN points • 09 Feb 24
🕹 Technology Semiconductors Manufacturing Equipment
  1. Hybrid bonding is a major innovation in semiconductor manufacturing, impacting design processes and supply chains.
  2. There are engineering challenges in bringing hybrid bonding to high volume production, with a focus on cleanliness, surface smoothness, and alignment accuracy.
  3. Wafers are bonded using advanced techniques such as wafer-to-wafer or die-to-wafer processes based on alignment accuracy, throughput, and bond yields.

State of the Future! Part Deux

Let Us Face the Future • 714 implied HN points • 22 Oct 24
🕹 Technology AI Semiconductors Data Centers Energy Infrastructure
  1. The future of technology is all about connectivity between different sectors like energy, mining, and semiconductors. It's not just about one area, but how they all work together.
  2. Scaling AI is a big focus, and over the next few years, we'll see major advancements in AI models. These models will require massive amounts of power and new infrastructures to support them.
  3. For AI to be widely accepted, we need to prioritize security, privacy, and fairness. This means creating accessible and trustworthy systems for everyone.

A Year In Chips

The Chip Letter • 8736 implied HN points • 30 Dec 23
🕹 Technology Semiconductors Programming Languages Hardware Microcontrollers
  1. The Chip Letter had 75 posts, over 500,000 views, and gained over 7,000 new subscribers in 2023.
  2. Highlighted posts included the story of Erlang at WhatsApp, the disappearance of minicomputers, and a celebration of the 65th anniversary of the Integrated Circuit.
  3. 2024 will bring posts on the history of microcontrollers, Moore's Law, the Motorola 6800, '8-bit', GPUs, TPUs, and more, with a 20% discount available for new annual subscriptions.

Introducing Chiplets

The Chip Letter • 6770 implied HN points • 11 Feb 24
🕹 Technology Hardware Semiconductors Innovation
  1. The newsletter is introducing 'Chiplets,' shorter and more varied posts for the readers.
  2. Readers have the option to opt-in to receive 'Chiplets' in their inbox to avoid filling it with too many emails.
  3. The 'Chiplets' will cover a mix of historical and current topics in a more informal and fun way, offering a new format for readers.

NVIDIA: Waiting on Blackwell, and the Networking Question

Mule’s Musings • 372 implied HN points • 21 Nov 24
🕹 Technology Semiconductors AI Networking Market Analysis
  1. Nvidia's recent earnings report showed lighter-than-expected guidance, meaning some investors were disappointed but it also indicates the company is stabilizing as it grows larger.
  2. The focus is now on Nvidia's new product, Blackwell, which is expected to greatly impact revenue, and there's anticipation about how successful it will be as it ramps up.
  3. Networking sales have surprisingly dropped as a percentage of revenue, even though overall networking demand is still strong, raising questions about the reasons behind this change.

How Taiwan Sees the Chip War

ChinaTalk • 548 implied HN points • 24 Oct 24
🕹 Technology Semiconductors Geopolitics Industrial Policy Taiwan AI Technology
  1. Taiwan has become a leader in the semiconductor industry, mainly due to effective industrial policies, the rise of TSMC, and a focus on education and talent. This development is crucial for understanding Taiwan's economic success.
  2. TSMC's success can be attributed to a mix of technological advancement and customer service. They prioritize satisfying customer needs, which is vital for maintaining their competitive edge.
  3. Taiwan's geopolitical situation makes its chip industry crucial for global supply chains. With rising tensions globally, TSMC's role is likened to a protective 'Silicon Shield' for Taiwan, reflecting its importance in international relations.

Is the AI Boom Real?

The Asianometry Newsletter • 3553 implied HN points • 07 Mar 24
🕹 Technology AI Semiconductors Tech Giants Financial sustainability AI Applications
  1. The trillion-dollar investment in AI chips does raise skepticism, with questions about its sustainability and impact on the semiconductor industry.
  2. The concept of scaling laws, driving investments, presents interesting parallels to Moore's Law in the semiconductor industry, suggesting potential future impact on AI.
  3. Competition in AI chips, particularly against Nvidia, is heating up as tech giants aim for vertical integration, potentially shifting the landscape of AI chip design and market dynamics.

Intel Q3'2024 Financials: Hallowe'en

More Than Moore • 256 implied HN points • 01 Nov 24
🕹 Technology Semiconductors Business strategy Financial Analysis Product Development Market Trends
  1. Intel's recent financial report shows a drop in revenue but highlights some solid fundamentals when looking closer. The big losses are mostly from costs tied to restructuring and asset impairment, but without those, the numbers look much better.
  2. The company is focusing heavily on improving its margins and operations with new products coming up, especially in AI and client computing. However, they face tough competition in the AI market, lagging behind companies like NVIDIA.
  3. There are expectations for recovery in margins and revenue as newer products are released in the coming years. Overall, the restructuring seems to have some positive signs, but Intel needs to effectively deliver on its promised technology advancements.

ONE IMAGE: HOISTED FROM THE ARCHIVES FROM 2020: The Moment I Realized Intel Was in Huge Trouble—But I Did Not See the TSMC-NVIDIA Angle

Brad DeLong's Grasping Reality • 161 implied HN points • 03 Dec 24
🕹 Technology Hardware Semiconductors Innovation Corporate strategy Industry Analysis
  1. Intel has been struggling to keep up with competitors like TSMC and Apple, especially in chip performance and manufacturing processes. This gap has raised concerns about Intel's future viability.
  2. Performance per watt is becoming more important in chip design, meaning companies like Apple that focus on this can gain a significant advantage over others, including Intel.
  3. Many believe Intel is in a tough spot with little hope for recovery. If things don’t improve, its value may only come from any cash payments the government might offer, rather than from future profits.

Tenstorrent Extends Japan Engagement

More Than Moore • 210 implied HN points • 05 Nov 24
🕹 Technology Semiconductors AI Development Engineering Hardware Software
  1. Tenstorrent is focusing on a combination of selling hardware and open-sourcing their software. This allows them to work closely with clients while still attracting broader interest.
  2. The company is training up to 200 Japanese engineers in their technology to help improve local manufacturing capabilities. This will enhance skills in the region and expand the use of their designs.
  3. Tenstorrent is growing its operations in Japan and developing local teams. This signals their commitment to being a key player in the Japanese semiconductor industry.

The Rise of Amazon's Trainium 2

Mule’s Musings • 288 implied HN points • 04 Nov 24
🕹 Technology Semiconductors AI Infrastructure Cloud Computing
  1. Amazon is significantly increasing its investments in technology infrastructure, particularly for AI services, showing a strong commitment to compete in the generative AI space.
  2. The success of Amazon's new custom silicon, Trainium 2, could be larger than expected as demand from AI applications grows rapidly.
  3. Trainium 2 represents Amazon's serious entry into the market for training AI models, positioning it as a competitor against established players like Nvidia.

Nvidia and the AI scaling wall, and what founder mode really is

Alex's Personal Blog • 98 implied HN points • 21 Nov 24
🕹 Technology AI Semiconductors Computing Startups Product Development
  1. Nvidia is experiencing strong demand for its new Blackwell GPUs, which are expected to outperform previous models. Major companies are eager to integrate these powerful chips into their systems.
  2. The concept of 'founder mode' is about being deeply involved in the critical details of your business. It's not just about delegating tasks, but collaborating closely with team members to achieve great outcomes.
  3. The AI industry continues to evolve with new ways to improve model performance. Nvidia's focus on scaling in various aspects shows that innovation in AI is still very much alive.

Arm and a Leg: Arm's Quest To Extract Their True Value

SemiAnalysis • 4040 implied HN points • 14 Sep 23
🕹 Technology Semiconductors Licensing Business Model Financials Competitive Landscape
  1. Arm is focusing on increasing their pricing and extracting more value from their innovative architecture and licensing model.
  2. Arm's dominance in smartphone instruction sets gives them leverage to potentially raise pricing significantly, similar to Qualcomm's successful pricing strategy.
  3. The IPO and change in business model showcase Arm's potential to boost revenues and profits by optimizing their pricing strategies and pursuing growth opportunities.

Elon Musk’s xAI raises Monster $6B Series B for AI Supercomputer and Grok 3

The VC Corner • 379 implied HN points • 28 May 24
🕹 Technology AI Computing Investing Startups Semiconductors
  1. Elon Musk's company xAI just raised $6 billion to build an advanced AI supercomputer and improve their AI model, Grok 3. This new funding makes xAI a key player alongside OpenAI and Anthropic.
  2. The $6 billion Series B funding round is a big deal in the AI world, showing a lot of investor confidence. Musk plans to use this money to get the hardware needed for more powerful AI.
  3. xAI aims to compete with top AI companies by developing a massive number of semiconductors for training their models. This means more competition in the market and potentially exciting innovations in AI technology.

The Incredible Shrinking Transistor

Bits and Bytes • 41 implied HN points • 17 Dec 24
🕹 Technology Semiconductors Innovations AI
  1. Transistors are shrinking and becoming more powerful, with a goal of reaching one trillion transistors in a small chip by 2030. This will help meet the increasing demand for computing power, especially for AI.
  2. To keep improving transistor technology, new innovations in materials and designs are needed. The challenge is to make these transistors more energy-efficient, allowing them to run on lower voltages while still performing well.
  3. Upcoming technologies like the RibbonFET and potentially stacked transistors are expected to enhance performance and efficiency. These developments aim to tackle the energy demands of modern computing and ensure we can continue to create faster, smaller devices.

Dell Mega Leak Analysis

Irrational Analysis • 239 implied HN points • 15 May 24
🕹 Technology Analysis Semiconductors Leaks Market Share Batteries
  1. The Dell leak suggests Qualcomm's upcoming laptop chips have a base-case gross-margin of 52%, significantly benefitting $QCOM while posing challenges for $INTC.
  2. Qualcomm is dominating Intel in Bill of Materials (BOM) cost, with Dell still saving money even before subsidies, showcasing the impact of the PMIC fiasco on Intel.
  3. Qualcomm's laptops are expected to offer nearly double the real-world battery life compared to Intel's, showcasing a major market advantage in terms of battery life and potentially leading to substantial market share gains.