Chipstrat | Austin Lyons | Substack

An Interview with Rivian’s Mukund Chavan About RAP1

Rivian designed its own autonomy SoC. Why?

Mar 5 • Austin Lyons

Broadcom Makes Lasers?

Broadcom's InP fab, EMLs at 1.6T, full-stack CPO play, and comparing against Lumentum and Coherent

Mar 3 • Austin Lyons

Lumentum and the Laser Bottleneck

Lumentum is winning and still can't keep up. Coherent is closing in. Earnings, sell-side sentiment, and the tensions to track.

Mar 2 • Austin Lyons

Photons as a Service

xLight's plan to swap EUV's light source for a free-electron laser and sell light like a utility.

Feb 25 • Austin Lyons

Arista's Ethernet Bet, and the Six Debates That Decide If It's Worth 40x

Q4 FY2025 earnings scored against the bull and bear cases

Feb 23 • Austin Lyons

Most Popular

GPU Networking Basics, Part 1

Mar 19, 2025 • Austin Lyons

GPU Networking Basics, Part 2

Apr 10, 2025 • Austin Lyons

Sep 22, 2025 • Austin Lyons

GPU Networking Basics Part 3: Scale-Out

Sep 9, 2025 • Austin Lyons

Chipstrat

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts