When Broadcom’s Customers Start Buying Chip Startups

How will these acquisitions impact Broadcom?

Oct 29 • 

Austin Lyons

8

4

Intel Q3 2025 Earnings: Doing Fine

18A Progress, 14A Gambit Worked, Supply and Demand Problems

Oct 24 • 

Austin Lyons

7

4

SerDes Matters!

What Is SerDes, Why It Matters, Which Companies Have SerDes Chops

Oct 22 • 

Austin Lyons

36

TSMC Earnings and Intel Foundry

Record revenues, accelerating demand, and what it means for Intel Foundry

Oct 17 • 

Austin Lyons

15

An Interview With Mohamed Awad About Chiplets

Arm's Chiplet Ecosystem Announcement

Oct 15 • 

Austin Lyons

8

Right-Sized AI Infrastructure. Marvell XPUs

Diversity in AI workloads demands diverse AI datacenters. Sometimes, custom silicon is the answer. Marvell's custom AI business.

Oct 7 • 

Austin Lyons

28

September 2025

Credo AECs

Why Active Electrical Cables are a Billion Dollar Industry, and why Credo is Dominant.

Sep 22 • 

Austin Lyons

47

GPU Networking Basics Part 3: Scale-Out

InfiniBand, UEC, Spectrum-X, Surprising Misconceptions

Sep 9 • 

Austin Lyons

35

August 2025

Building the Chiplet Ecosystem

Arm’s CSA, Neoverse CSS, and Total Design as a framework for multi-vendor chiplet ecosystem alignment

Aug 20 • 

Austin Lyons

19

Eliyan: The Ultimate Chiplet Interconnect

Backed by Every Major HBM and Foundry, Built by Networking Pioneers

Aug 15 • 

Austin Lyons

23

2

AWS Is Missing the AI Infra Moment

Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth

Aug 6 • 

Austin Lyons

23

July 2025

Why GenAI is Good for Google

Also: Google vs OpenAI, vs Meta, and risks

Jul 30 • 

Austin Lyons

27