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Build Your Own DRAM Supply Model
Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.
Aug 14
•
Austin Lyons
16
3
AMD on Agentic CPUs, and Why There's No One Size Fits All
Madhu Rangarajan, Corporate VP at AMD, on why there's no one-size-fits-all for agentic infrastructure, and why the workloads under the "agentic rack…
Aug 12
•
Austin Lyons
19
41:58
The Hardest Computing Problem Ever, According to Arm's Physical AI Chief
Arm's Physical AI chief on why humanoid robots are the hardest computing problem yet, and why the physical economy still runs on a tenth of the digital…
Aug 10
•
Austin Lyons
17
42:56
Why Did AMD Buy Taalas?
Does it move AMD stock? Speculation. Helios plus Taalas cluster, what about long-context, who uses it, and why buying a one-model chip is less crazy…
Aug 7
•
Austin Lyons
28
1
July 2026
Will ASML Finally Charge for Its Value?
Management hints ASML starts charging for value in 2027. Consensus says it won't.
Jul 31
•
Austin Lyons
19
2
TSMC could spend $10B more on N2 capacity. Why won’t they?
TSMC has the cash... Why not build more N2? Implications of not doing so? And more
Jul 24
•
Austin Lyons
22
3
🎙️ PicoJool’s Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects
GaAs VCSELs at 200G/lane, unconstrained supply vs. indium phosphide, the 8×200 / 16×100 / 32×50 flavors, WIN Semiconductors, the roadmap to 12.8T, and…
Jul 16
•
Austin Lyons
14
1
The Next Trillion-Dollar Chip Company
It might be simpler than you think. Etched, Fractile, MatX, Positron, Rebellions, SambaNova, Tensordyne, Tenstorrent, and more.
Jul 15
•
Austin Lyons
44
3
High Bandwidth Flash: The Full Report
Why HBF for inference decode fits, what it does to the DRAM and NAND markets, a worked cost model, who moves first, and risks
Jul 7
•
Austin Lyons
26
6
June 2026
Micron's Blowout and the Case for a Memory Supercycle
Micron's GM hit 84.9%, it booked $10B of take-or-pay through 2030, and supply shortage stretched further out. Peak? When does supply increase? SK Hynix…
Jun 26
•
Austin Lyons
19
1
The ISA Doesn't Matter Where It Counts
x86's lock-in is real. It's just furthest from the GPU.
Jun 18
•
Austin Lyons
20
1
Are Agentic CPUs a Commodity? It’s Complicated.
Five sockets, different economics. A model for telling them apart, and where each competitor fits. AMD, Intel, Nvidia, Arm, Qualcomm.
Jun 10
•
Austin Lyons
34
4
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