The hottest Semiconductors Substack posts right now

And their main takeaways

What to Watch in 2026

The Generalist • 1621 implied HN points • 09 Jan 26

🕹 Technology Semiconductors

AI in 2026 is driven by big hardware and platform moves — massive chip deals, new architectures, novel training research, and giant funding rounds — but high valuations and geopolitical chip controls raise real bubble and supply risks.
Robotics and automation are finally moving into the physical world; robots are learning from humans and autonomous machines are starting to handle tasks like construction and data-center buildouts.
Watch non-obvious opportunities: emerging-market fintech (especially in Africa and Latin America), stealth voice and search startups, and big plays in areas like nuclear energy and geopolitical tech competition — these could be the next big winners.

The Sequence Radar #816: Last Week in AI: $110B Bets, Nano Banana 2, and the New Economic Reality

TheSequence • 217 implied HN points • 01 Mar 26

🕹 Technology Semiconductors

Massive capital is consolidating AI power — OpenAI’s $110B round and big industry deals show that building next‑generation AI infrastructure now requires sovereign-scale investment.
Model and tool breakthroughs are accelerating: Google’s Nano Banana 2, Alibaba’s Qwen3, and new multimodal and agent releases are making production-ready capabilities more powerful and open-source models more competitive.
That power shift is already reshaping economies and policy — companies are cutting thousands of jobs as AI automates work, while governments clash with firms over safety and national-security risks.

MIPS

The Chip Letter • 10920 implied HN points • 19 Jul 25

🕹 Technology Semiconductors

MIPS was once a leading computer architecture that powered many devices, but it recently lost its relevance as it shifted away from its original designs.
Despite its decline, MIPS had a notable impact on technology history, including being part of significant products like the Nintendo 64 and contributing to the development of early RISC designs.
Today, while MIPS the architecture isn't prominent anymore, it still exists in some older devices and has influenced technology in places like China.

An Interview with AMD CTO Mark Papermaster

More Than Moore • 583 implied HN points • 29 Jan 26

🕹 Technology Semiconductors

Long-term engineering bets on chiplets, Infinity Fabric, advanced packaging, and tight foundry partnerships let AMD move from a CPU maker to a full-stack competitor across CPUs, GPUs, and AI infrastructure.
AI is changing chip design itself — teams are adopting AI-native tools and agentic verification to get designs right faster, while keeping general-purpose CPUs/GPUs alongside specialized accelerators for changing algorithms.
Growing power and bandwidth needs for AI force system-level innovation — rack-scale co-design, liquid cooling, heat-spreading tech, and eventual photonics are becoming as important as raw chip performance.

Does All Semiconductor Manufacturing Depend on Spruce Pine Quartz?

Construction Physics • 31526 implied HN points • 08 Nov 24

🕹 Technology Semiconductors

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.
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.
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.

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Beyond the Instruction Stream

More Than Moore • 467 implied HN points • 03 Feb 26

🕹 Technology Semiconductors

They use a dataflow architecture that runs the compiler's intermediate graph directly instead of a traditional instruction stream, so pipelines stay full and ALUs can execute whole loops every cycle for much higher effective throughput.
Memory is handled by many small, localized MMU-like units plus runtime telemetry that adapts allocations to reduce false sharing, enabling an order-of-magnitude more outstanding memory requests and very high HBM utilization even on irregular workloads like GUPS.
Their go-to-market and tooling are HPC-first while supporting common parallel models (OpenMP, CUDA, Kokkos) with a "bring your own code" approach, hardware-accelerated low-overhead kernel reconfiguration, and chiplet/RDMA-style scaling, with AI-specialized designs planned later.

On shovels, Nvidia, and the AI Gold Rush

Marcus on AI • 2410 implied HN points • 20 Nov 25

💼 Business Semiconductors

Nvidia reported excellent earnings that briefly lifted the stock, but the opening gains evaporated and the share price was down later in the day.
The market reaction was highly volatile and uncertain, and nobody knows whether the stock will head up, down, or stay sideways next.
Even with strong results, lingering concerns about outlook or valuation persist, so investors remain cautious.

The Sequence Radar #811: Last Week in AI: OpenAI's Capital Leap, India's Summit, and the Next Frontier of Models

TheSequence • 175 implied HN points • 22 Feb 26

🕹 Technology Semiconductors

AI is entering a capital- and infrastructure-driven phase. Massive funding rounds and multibillion-dollar plans are being raised to build the silicon, power, and data centers needed for next-gen models.
Model capabilities are leaping forward with agentic, long-context, and stronger reasoning abilities. New releases and research (for example Sonnet 4.6, Gemini 3.1 Pro, and GLM-5) push autonomous agent use, huge context windows, and improved problem-solving.
Geopolitical and regional pushes are building sovereign AI stacks and expanding access. Global summits and large local investments are committing hundreds of billions to data centers, fiber links, and localized models to make AI national-scale infrastructure.

Ho Ho Ho, Groq+NVIDIA Is A Gift

More Than Moore • 980 implied HN points • 25 Dec 25

🕹 Technology Semiconductors

NVIDIA paid about $20 billion to license Groq’s hardware and hire its leadership and key staff, buying physical assets while Groq keeps its IP and stays independent to run its cloud and regional deals.
Groq’s chip is a 144-way VLIW design with only on-chip SRAM (~230 MB), which gives extremely fast single-user inference but forces large rack counts and high power to run big models, and its promised 2nd‑generation 4nm product hasn’t clearly appeared yet.
Groq raised large funding and secured major Saudi commitments, and this deal signals NVIDIA is doubling down on accelerating AI inference at scale by consolidating talent and hardware capabilities for the competitive cloud and enterprise AI market.

State of the Future: Friday Four

State of the Future • 12 implied HN points • 06 Mar 26

🕹 Technology Semiconductors

Governments are starting to use procurement rules and security labels as political tools against AI companies that set safety limits, which creates legally shaky precedents and new political risk for vendors.
Companies are using AI to justify big layoffs and cost cuts, but research shows AI is mostly augmenting white-collar roles (programmers have high task exposure) so unemployment hasn’t spiked yet; however hiring of junior workers is falling, which risks breaking the apprenticeship pipeline.
Europe is boosting advanced chip capacity with the new NanoIC pilot line and ASML’s next‑gen High‑NA EUV, giving startups and researchers access to near‑industrial fabrication and strengthening semiconductor sovereignty and supply chains.

Taiwan's Modern Miracle

Apricitas Economics • 49 implied HN points • 05 Mar 26

💼 Business Semiconductors

A surge in global AI chip demand has driven Taiwan’s fastest economic growth in decades, with exports and manufacturing soaring and GDP rising sharply.
Taiwan now sits at the center of a geopolitical tug-of-war: it’s indispensable as the main producer of advanced semiconductors, while both the US and China try to secure or shift semiconductor supply for strategic reasons.
The boom also brings risks — a two-track economy, currency and energy vulnerabilities, and exposure if AI demand weakens — so Taiwan must stay at the cutting edge of chip tech while managing tense geopolitics and macro policy.

The Death of LCDs, Means New Life for Chips

Tim Culpan’s Position • 159 implied HN points • 04 Sep 24

🕹 Technology Semiconductors

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.
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.
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.

@adlrocha - The Space Data Centre Delusion

@adlrocha Weekly Newsletter • 64 implied HN points • 22 Feb 26

🕹 Technology Semiconductors

Some industry voices argue that orbiting data centres could solve Earth’s energy limits by tapping continuous, stronger solar power and avoiding on-ground grid and land constraints.
Physics and operations pose major roadblocks: vacuum cooling needs huge radiators, cosmic rays cause silent data corruptions, laser links and atmospheric downlinks have bandwidth and reliability limits, and launch, upgrade, and debris risks make huge satellite fleets impractical today.
A more viable approach may be to design far more energy-efficient computing paradigms (photonic chips, thermodynamic samplers, non‑deterministic hardware) so AI can scale on Earth without shipping massive GPU fleets to space.

Reading List 12/14/24

Construction Physics • 14823 implied HN points • 14 Dec 24

🕹 Technology Semiconductors

Japan is investing heavily in semiconductor manufacturing. They're trying to produce custom chips in smaller batches, which could change the industry.
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.
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.

Weaponized Inventory: How the U.S.–China Tech War Broke the Supply Chain

Gad’s Newsletter • 38 implied HN points • 09 Mar 26

🕹 Technology Semiconductors

Sudden changes in export rules are triggering massive over-orders for AI chips that overwhelm testing, licensing, and shipping systems, so companies must add regulatory scenario planning to their demand forecasts.
Most rare-earth refining and midstream processing are concentrated and slow to replicate, creating hidden Tier‑N chokepoints that require deep BOM traceability and years of investment to resolve.
Complex products like humanoid robots hinge on a few hard-to-replace precision parts and long supplier‑qualification timelines, forcing a costly shift from just-in-time sourcing to resilience-focused, multi-source supply networks.

Roche Axelios - My Current Understanding

ASeq Newsletter • 36 implied HN points • 07 Mar 26

🔬 Science Semiconductors

Roche’s Axelios can deliver genomes far cheaper than competitors — the headline is $150/genome, but a near‑Illumina quality simplex 30x genome may be around $30, with duplex offered for higher accuracy.
Initial 19‑hour prep times looked concerning, but an SBX‑Fast workflow suggests similar throughput with about a 3.5‑hour prep; final workflows (especially for simplex) aren’t public and prep time could still affect margins.
The system uses small disposable sensor chips that Roche claims can be reused (~20×), so chip cost likely only adds a modest amount (probably under ~$100) to each run rather than being a major cost driver.

The Future of Economic Security with Dan Kim and Chris Miller

ChinaTalk • 296 implied HN points • 21 Jan 26

🕹 Technology Semiconductors

A modest CHIPS budget can’t fully de-risk the U.S. from foreign suppliers, so policy should aim for resilience — building key clusters, mature-node capacity, and capability — rather than unaffordable self-sufficiency.
Measure economic security with clear metrics like the Four Cs (capacity, capability, competition, criticality) and practical goals such as minimizing “time to recovery,” while creating institutions and incentives to execute and coordinate industrial strategy.
There’s a trade-off between invention (high-value innovators) and fast-following scale-ups: both matter for national power, and friend-shoring or managed dependence can be strategic tools alongside export controls and international partnerships.

RISC-V Vector Is Expanding

Fprox’s Substack • 269 implied HN points • 25 Jan 26

🕹 Technology Semiconductors

Zvabd adds vector integer absolute-value and absolute-difference instructions plus widened-accumulate variants, targeting DSP use and keeping some ops limited to 8/16-bit to reduce hardware cost.
Zvzip provides vzip, vunzip (even/odd), and vpair instructions to interleave and extract paired elements more directly than emulating with vcompress, and these new ops support optional masking.
Zvdot4a8i defines 4-element 8-bit dot-product vector ops (vector-vector and vector-scalar) that multiply and accumulate 4×8-bit groups into 32-bit results, paving the way for faster matrix-style computations.

TSMC v Intel in Two Charts

Tim Culpan’s Position • 119 implied HN points • 05 Sep 24

🕹 Technology Semiconductors

TSMC and Intel are two major players in the semiconductor industry. Their performance and strategies have crucial implications for technology.
Visual data can highlight important differences in the technical and financial health of these companies. Charts can make complex information easier to understand.
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.

America's $1T AI Gamble

Apricitas Economics • 131 implied HN points • 10 Feb 26

💼 Business Semiconductors

U.S. companies are now spending over $1 trillion a year on AI-related software, computers, and data centers, a record investment driven mainly by the big tech hyperscalers.
Much of the costly hardware is imported—especially from Taiwan, Mexico, and Malaysia—so a large share of the near-term economic gains goes to foreign manufacturers rather than directly to U.S. GDP.
The boom is straining supply chains and power grids, pushing up component and memory prices, and revenues haven’t yet caught up, so whether the massive investment will pay off remains uncertain.

Why Meta's AR/VR Dreams Need China's Goertek

ChinaTalk • 326 implied HN points • 07 Jan 26

🕹 Technology Semiconductors

Goertek is more than a parts supplier — it assembles Meta’s headsets, runs centralized procurement, and manages a huge network of component makers, giving it outsized influence over costs and timelines. This makes it hard to replace even though its direct component value looks small.
Meta is trying to diversify suppliers and move some production out of China, but swapping individual components isn’t the same as rebuilding an entire supply chain, so true decoupling remains difficult.
Key XR parts like waveguides, pancake lenses, and optical engines are yield-constrained and dominated by a few firms (notably Goertek and Sunny Optical), creating capacity bottlenecks that drive shortages and limit product availability.

How Far Can Chinese HBM Go?

ChinaTalk • 637 implied HN points • 05 Dec 25

🕹 Technology Semiconductors

China is trying to catch up in high-bandwidth memory (HBM) technology to improve AI chip performance. They need to overcome several challenges to advance beyond their current HBM2 level.
CXMT, China's leading memory manufacturer, is facing difficulties due to export controls limiting access to advanced manufacturing tools. This could hinder their ability to produce competitive memory products.
While some aspects like etching tools are less of a barrier, significant hurdles remain in the packaging and base die production. Without breakthroughs in these areas, China’s HBM progress may continue to lag behind global leaders.

Ben Buchanan on AI

ChinaTalk • 252 implied HN points • 14 Jan 26

🕹 Technology Semiconductors

Compute power and scaling laws are the fulcrum of modern AI breakthroughs. Having more compute gives the U.S. time, not permanent safety, unless it pairs that lead with energy capacity, enforcement, and fast government adoption.
Inventing frontier models isn’t enough — national security wins require integrating those models into military and intelligence workflows. Without a deliberate effort (a 'Rickover for AI') to operationalize AI, a country can invent the technology and still lose to an opponent that better applies it.
AI is reshaping cyber operations by automating vulnerability discovery and accelerating intrusions, while also boosting defensive tools. The balance of power will come down to who best deploys AI across both offense and defense and who embeds defensive checks into software development.

An Interview with Dr. Krste Asanović

More Than Moore • 280 implied HN points • 15 Jan 26

🕹 Technology Semiconductors

RISC-V was designed as a simple, open, and modular ISA so researchers and companies can get a minimal base running quickly while adding custom extensions as needed. This lets hardware scale from tiny embedded devices to high-performance servers without forcing unnecessary features on every design.
Real-world silicon and developer boards were crucial to turning academic work into a growing industry, which led to SiFive and many commercial design wins; building reusable IP for many customers is a different challenge than making a single research chip. Getting chips into developers' hands speeds software porting and ecosystem growth.
A standards body and formal Profiles like RVA23 are essential to keep the ecosystem interoperable while still allowing customization, and extensions like the vector and upcoming matrix features target AI workloads. Completing compliance test suites and coordinating vendors are the next big steps to prevent fragmentation and ensure reliable implementations.

The China Chip Rorschach Test

Nonzero Newsletter • 598 implied HN points • 13 Dec 25

🕹 Technology Semiconductors

Influential people are deeply split on how to handle AI: some push for rapid advancement, others want strict controls, and many treat it as a tech race with China.
Serious AI risks — from engineered pandemics to loss of control — can only be addressed through broad international cooperation, so framing AI as a zero-sum competition with China makes safety harder, not easier.
Corporate moves and incentives are reshaping the field: big deals, internal pressure at AI labs, and choices about training data all favor automation and could drive job losses and unexpected or misaligned model behavior.

AMD Client Update at CES 2026

More Than Moore • 326 implied HN points • 06 Jan 26

🕹 Technology Semiconductors

AMD’s CES updates are a mid-cycle refresh that makes AI a standard across its client lineup, pushing Ryzen AI into volume laptops rather than keeping it as a premium add‑on. This keeps the existing Zen 5 platform relevant without new silicon.
AMD is relying on software to drive the next wave of improvements — ROCm for local AI and FSR Redstone for gaming — delivering bigger performance and features through optimization and ML-assisted techniques instead of new chips.
The hardware moves are about segmentation and integration: Ryzen AI 400 targets mass-market laptops, Ryzen AI Max+ and the Halo developer platform aim at local AI mini‑workstations with large unified memory, and the P100 embedded APUs focus on industrial and automotive edge AI with integrated CPU/GPU/NPU designs.

Solving The Problems of HBM-on-Logic

More Than Moore • 490 implied HN points • 17 Dec 25

🕹 Technology Semiconductors

Stacking HBM directly on top of accelerators creates a severe thermal bottleneck that pushes GPU temperatures far above safe operating limits.
Solving it requires many coordinated changes — removing base dice, merging/thinning stacks, adding conductive shims, and aggressive backside or double-sided cooling — and the single most effective move is halving GPU clock speed, which lowers temperatures but cuts raw compute.
Those fixes bring big cost, yield, and supply-chain challenges and may only give modest net gains, so 3D HBM-on-logic looks like a research roadmap rather than a near-term commercial product, with vendors likely pursuing improved 2.5D or remote high-bandwidth memory alternatives instead.

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

The Chip Letter • 8736 implied HN points • 16 Nov 24

🕹 Technology Semiconductors

Qualcomm and Arm are in a legal battle over chip design licenses, which could significantly impact the future of smartphone and laptop computing.
Qualcomm recently acquired a company called Nuvia that designed high-performance chips, but Arm claims that this violated their licensing agreement.
The outcome of this legal dispute could decide who dominates the chip market, affecting companies and consumers who rely on these technologies.

Back to the Future with Gordon Moore

The Chip Letter • 5897 implied HN points • 28 Jan 25

🕹 Technology Semiconductors

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.
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.
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.

Roche SBX Chip Die Size Estimate Update (It's small!)

ASeq Newsletter • 21 implied HN points • 05 Mar 26

🕹 Technology Semiconductors

A newly found die photo lines up with the AGBT sensor module because the screw holes and exposed vias match, confirming they’re the same module.
By rescaling the die image to the PCB (for which sizes are known), you can derive a size estimate for the die.
The resulting estimate indicates the Roche SBX die is quite small, implying a more compact sensor/chip than many might expect.

Weekly Dose of Optimism #179

Not Boring by Packy McCormick • 82 implied HN points • 06 Feb 26

🕹 Technology Semiconductors

Leading labs released much smarter models this week—one general reasoning model and one focused on coding—and teams are using agent workflows to speed up research and engineering.
Smarter models mean a surge in demand for inference compute, data centers, and energy, which is prompting massive CapEx plans from cloud and hardware companies.
Breakthroughs are happening across fields: cultured brain cells can control drones, Waymo just raised huge funding while scaling many autonomous rides, and AI tools are being adopted and monetized far faster than prior technologies.

The AI-Bubble's Most Likely Endgame Looks to Be Not Apocalypse, But an Awful Lot of Useful Compost

Brad DeLong's Grasping Reality • 453 implied HN points • 05 Dec 25

🕹 Technology Semiconductors

The AI boom probably won’t deliver a superintelligent AGI, but it will leave a lot of useful infrastructure, open models, and tools that improve weather forecasting, drug discovery, copilots, and other practical applications.
Proprietary LLM businesses face high operating costs, thin moats, and fast commoditization, while big platforms are mainly spending to defend existing monopolies, so much innovation will diffuse rather than create new dominant platforms.
If AI capex is financed mostly with equity a crash would look more like the dot‑com bust and leave stranded but reusable assets; watch signals like falling GPU prices, datacenter subleases, and free copilot bundles, and plan policies to repurpose assets and limit attention‑harvesting harms.

Indefensible

Doomberg • 7229 implied HN points • 20 Oct 24

🕹 Technology Semiconductors

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.
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.
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.

The Spearpoint Right Now of Human Technological Engineering

Brad DeLong's Grasping Reality • 184 implied HN points • 10 Jan 26

🕹 Technology Semiconductors

A small high‑collaboration region in the Netherlands (Brainport Eindhoven) is the global spearpoint of cutting‑edge technological engineering, where industry, universities, and government jointly push manufacturing and design limits.
Advanced chipmaking is a vertical, unforgiving value chain—light sources, mirrors, EUV lithography machines, pure silicon wafers, foundries, chip designs, and software are all technically essential and extremely expensive.
Even though the stack is deeply interdependent, economic rewards are highly concentrated (notably around NVIDIA and CUDA), and swapping major players like TSMC or NVIDIA is possible only at large cost or performance penalties.

The End of Simplification: Intel Abandons X86S

The Chip Letter • 2402 implied HN points • 05 Jun 25

🕹 Technology Semiconductors

Intel has introduced APX, which includes several new features to improve its architecture. This means that Intel is aiming to enhance performance and efficiency.
The company planned to simplify its architecture by removing some older features with X86S. However, they decided to abandon this simplification due to the importance of maintaining backward compatibility.
Backwards compatibility is essential, as it allows older software to run on new systems. This decision shows Intel's commitment to supporting their users and legacy applications.

Synopsys and NVIDIA Double Down on Acceleration

More Than Moore • 373 implied HN points • 01 Dec 25

🕹 Technology Semiconductors

NVIDIA is investing $2 billion and forming a multi-year partnership with Synopsys to GPU-accelerate and add AI and digital-twin support across Synopsys’ EDA, simulation, and multiphysics tools. The goal is to let customers run much larger and faster simulations and tighten engineering iteration loops.
Moving these tools to accelerated hardware will require deep solver and algorithm reformulation and is a multi-year, hybrid effort. Many safety-critical or high-fidelity flows will remain FP64 or mixed-precision for validation and accuracy.
The companies hope faster, cheaper simulation will expand the total market for virtual prototyping across industries, but delivery details, pricing models, and practical hardware neutrality remain unclear and may favor NVIDIA’s stack in practice.

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

The Chip Letter • 4149 implied HN points • 15 Jan 25

🕹 Technology Semiconductors

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.
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.
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.

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

The Chip Letter • 4586 implied HN points • 02 Dec 24

🕹 Technology Semiconductors

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.
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.
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.

Programmers should hedge against AI

Amaca • 47 implied HN points • 11 Feb 26

💼 Business Semiconductors

The job market for programmers has tightened a lot since 2021; interviews are harder and landing roles feels much more difficult.
AI tooling levels the playing field so anyone can build software, which lowers the economic value of individual software products and startups and risks making many programming jobs obsolete.
To protect themselves, programmers should aim for stable, unionized roles at large companies with legacy revenue and/or financially hedge by investing in semiconductors and datacenter/AI infrastructure (e.g., call options or relevant stocks).

Looking Back at 2024

The Asianometry Newsletter • 3637 implied HN points • 31 Dec 24

🕹 Technology Semiconductors

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.
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.
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.