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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
- 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
- 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.
- TSMC's Margins in Uncharted Territory
66.2% in the weakest quarter of the year. The biggest sequential jump on record. And 10 points above the long-term target they just raised.
- Substrate
X-ray lithography worked. The industry chose a different path. Substrate wants to go back. Will it work? What about XLight, ASML, TSMC?
- 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
- Nvidia, AMD, Amkor, Arista @ UBS Tech Conference
XPU vs GPU longevity and replacement cycles. Arista's AI opportunities & Broadcom. Amkor Arizona & TSMC.
- 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
- What Happens If TSMC Controls It All?
Why Foundry Competition is Necessary
2024
- Monopsony and TSMC
Monopsony and Oligopsony, Bilateral Monopsony, Market Correlation, Bullwhip Effect, and more
- Understanding Intel
Explaining Intel's Strategy, Recent Challenges, and Subsequent Strategy Shifts.
