Chipstrat is where semiconductors, AI, and strategy collide.

I’m Austin Lyons, a semiconductor analyst, engineer, and entrepreneur. My background spans semiconductor physics, chip design, AI, and product strategy, more here.

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Chipstrat is an interdisciplinary lens on semiconductors, AI, and business strategy. Read by tech leaders and investors.

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Trusted by tech industry leaders. Chipstrat & Creative Strategies. MSEE + MBA.