Research
Research by topic and company
Topics
GPUs, XPUs, CPUs
Merchant GPUs, custom accelerators and the CPUs that sit beside them. Nvidia, AMD, Broadcom, Marvell and the AI chip startups.
61 posts →Optics & Networking
How AI clusters are connected. Scale-up and scale-out networking, SerDes, AECs, pluggables, LPO and co-packaged optics.
19 posts →Foundry
Leading-edge manufacturing and who controls it. TSMC, Intel Foundry, Samsung, process nodes and lithography economics.
26 posts →Memory
DRAM, HBM and NAND in the AI buildout, and what memory supply means for system design and pricing.
5 posts →Chiplets & Packaging
Advanced packaging and the chiplet ecosystem. CoWoS, EMIB, die-to-die interconnect and the economics of disaggregated design.
8 posts →Autonomy / Physical AI
Silicon and models for vehicles and robots. Rivian, Qualcomm automotive, LiDAR and vision transformers.
10 posts →Edge AI & Devices
Inference on phones, PCs and embedded hardware. NPUs, tokens per second per watt, Apple, Qualcomm and Arm.
21 posts →Big Tech & Cloud
Hyperscaler capex, in-house silicon and AI demand. Microsoft, Amazon, Google, Meta and OpenAI.
14 posts →Fundamentals
Primers that assume no engineering degree. How chips, networks and optics work, and why the trade-offs matter.
22 posts →Interviews
Conversations with the engineers and executives building this hardware.
13 posts →Companies
Every company with at least 2 posts. The number is the post count.
Everything
Browse all 164 posts in date order, with search.