Chipstrat

Chipstrat

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Fundamentals

NPO State of the Union
When NPO? Who NPO? Where NPO? Why NPO? Winners, losers, and more.
 • Austin Lyons
Build Your Own DRAM Supply Model
Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.
 • Austin Lyons
High Bandwidth Flash: The Full Report
Why HBF for inference decode fits, what it does to the DRAM and NAND markets, a worked cost model, who moves first, and risks
 • Austin Lyons
Optics Primer, Part 3: Co-Packaged Optics (CPO)
From EML lasers and DSPs to silicon photonics and external CW lasers. How CPO works and the impact on the optical supply chain.
 • Austin Lyons
Optics Primer, Part 2: LRO & LPO
LRO and LPO move signal processing out of the transceiver and into the switch, saving power at the cost of tighter system coupling. An incremental step…
 • Austin Lyons
LiDAR, Explained: How It Works and Why It Matters
Autonomy, 905nm vs 1550nm, ToF vs FMCW, market dynamics, and more.
 • Austin Lyons
Optics Primer, Part 1: Traditional Pluggable Optics
Optical interconnects, pluggable transceivers, optical and electrical engines, DSP overhead, power and latency trade-offs
 • Austin Lyons
SerDes Matters!
What Is SerDes, Why It Matters, Which Companies Have SerDes Chops
 • Austin Lyons
Chiplets and the Future of System Design
Benefits and trade-offs, and the need for standards and an open ecosystem
 • Austin Lyons
The Long Arc of Semiconductor Scaling
The journey from vacuum tubes to transistors, from small ICs to billion-transistor SoCs. Setting the stage for chiplets.
 • Austin Lyons
Robots That See, Part 2: Vision Transformers
Transformer neural nets are quickly making robotics way more useful.
 • Austin Lyons
Robots That See, Part 1: The Evolution of Computer Vision
Computer Vision, ConvNets, MNIST, ImageNet, AlexNet, Yann LeCunn, Fei-Fei Li
 • Austin Lyons
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