Archive - Chipstrat

Credo’s Reliability Thesis

Can Credo Reach Beyond AECs?

Jan 15 • Austin Lyons

Intel's Product Marketing at CES: B-

Better grasp of reality, but yet again the AI pitch missed. PTL 18A looks great though!

Jan 13 • Austin Lyons

When Frontier AI Goes From Cloud to Desk in Five Years

Implications of running yesterday's frontier models on today's local supercomputers. Rhymes with Minicomputers in Mainframe Era. Nvidia, AMD, Intel…

Jan 8 • Austin Lyons

Lithography Economics

The Problem With Lithography. ASML, xLight, Substrate.

Jan 3 • Austin Lyons

December 2025

Right Tool for the Job

Adding a hyperspeed SKU to Nvidia's portfolio

Dec 29, 2025 • Austin Lyons

Optics Primer, Part 1: Traditional Pluggable Optics

Optical interconnects, pluggable transceivers, optical and electrical engines, DSP overhead, power and latency trade-offs

Dec 23, 2025 • Austin Lyons

GPU Networking, Part 4: Year End Wrap

NVIDIA, Broadcom, Marvell, AMD, Arista Networks, Cisco, Astera Labs, Credo. NVLink v UALink v ESUN. AEC competition. Optical v Electrical. And More!

Dec 20, 2025 • Austin Lyons

Nvidia, AMD, Amkor, Arista @ UBS Tech Conference

XPU vs GPU longevity and replacement cycles. Arista's AI opportunities & Broadcom. Amkor Arizona & TSMC.

Dec 9, 2025 • Austin Lyons

Rivian's Silicon & Physical AI

Silicon everywhere, autonomy, GPUs, product experience, Rivian’s multibillion-dollar CapEx bet, and more

Dec 3, 2025 • Austin Lyons

November 2025

Nvidia Q3 Earnings

Great print, Trailing indicator of AI bubble, Value capture, AI lab profitability concerns, Networking business, Meta, China & Taiwan, Google, and more

Nov 21, 2025 • Austin Lyons

Intel is "All In On 14A"

Takes from Intel at RBC's TIMT conference

Nov 19, 2025 • Austin Lyons

Understanding SkyWater

Deep Dive on $SKYT

Nov 15, 2025 • Austin Lyons

#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