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2026
- 🎙️ The Compute 100: Startups vs. Incumbents in Semis, Intel Foundry, Physical AI, and more
Intel’s EMIB vs. TSMC’s CoWoS, prefill and decode disaggregation, 576 GPUs in a rack, edge compute for end-to-end transformers, AI-native EDA
- 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.
- Advanced Packaging: Intel's EMIB vs TSMC's CoWoS
Is Intel's EMIB better than TSMC's CoWoS for AI accelerators? A primer on both, an honest look at the trade-offs, and where it goes from here.
- This Month in Review (Jan '26)
Infra Economics, Post-GPT Architectures, Autonomy & LiDAR, Intel, Semi Doped
- Intel Q425: Back to Reality
Continued supply constraints, advanced packaging timing, and why Q1 2026 will be more of the same
- Intel's Product Marketing at CES: B-
Back to real value props, but the AI case was unconvincing.
- 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, Dell, TSMC, Micron.
2025
- Intel is "All In On 14A"
Takes from Intel at RBC's TIMT conference
- Intel Q3 2025 Earnings: Doing Fine
18A Progress, 14A Gambit Worked, Supply and Demand Problems
- TSMC Earnings and Intel Foundry
Record revenues, accelerating demand, and what it means for Intel Foundry
- Intel’s 18A: Misstep or First Step?
RibbonFET, PowerVia, Foundry Roadmap, Potential Write-off, Comparing TSMC
- Thinking Bots + Nvidia’s Robotics Play
Vision Language Action (VLA) Models, Nvidia’s Robotics, Semiconductor Industry Implications, Competition (Google, AMD, Intel, QCOM, more)
- Intel Foundry’s Cultural Reboot
Rebooting from the outside in. Naga & Kevin showcase cultural progress at Direct Connect 2025.
- What Happens If TSMC Controls It All?
Why Foundry Competition is Necessary
2024
- Gelsinger Retires; Intel's Future
Creating a Products division is a win, but challenges ahead for Holthaus.
- Why America Must Invest in Intel Foundry
The U.S. needs a private Intel Foundry flush with patient capital
- X86 Commoditization and Competition
Desperate times call for desperate measures
- Monopsony and TSMC
Monopsony and Oligopsony, Bilateral Monopsony, Market Correlation, Bullwhip Effect, and more
- Follow Ups: Intel AI PC, Qualcomm, Apple Intelligence, Microsoft Recall, Nuclear Power
How Microsoft's Stumbles Erased Qualcomm's Lead, More Nuclear Thoughts
- Qualcomm + Intel
The "Inference Everywhere" Angle
- Intel's AI PC Mirage
Hype, Hope, and Harsh Realities
- IDM Death Spiral
Can Intel escape the IDM Death Spiral?
- Intel Skips 20A
Should We Be Concerned?
- Understanding Intel, Part 2
Foundry Significance, Intel's Future, Hardware's Bitter Lesson, Does x86 Matter, Are CPUs Dead, What About Gaudi, Client Brand Strength.
- Understanding Intel
Explaining Intel's Strategy, Recent Challenges, and Subsequent Strategy Shifts.
- Memory: From Caches to Commodity Cycles
Memory Hierarchy, Memory Wall, HBM, Commodity Cycles, Historical Perspective, Beyond Silicon
- Intel CPU follow-up, Nvidia Superchips, AMD MI300A
Intel Inside (AI data centers), Grace Hopper & Grace Blackwell, MI300A
- Is Intel's CPU Role Diminishing In The Age of AI?
Is Intel's Datacenter AI Tailwind Slowing? What Pat G Says.
- The Future of Edge Inference Hardware
NPUs, GPUs, ASICs at the edge. LLMs, iOT. Apple, Qualcomm, AMD, Intel, Google, Hailo, and others.
- 🎧 Chipstrat + The Circuit Podcast
AI Chips: Adoption Challenges, Startup Opportunities, Groq, Hyperscaler Custom Silicon, AWS' Strategy, Legacy Architecture Baggage, and more
2023
- CPUs: Hardware, Yet Infinitely Adaptable Through Software
A Beginner's Guide to CPUs and the Top Companies Shaping the Future
