Chipstrat

Chipstrat is where semiconductors, AI, and strategy collide. It sits between SemiAnalysis and Stratechery.

About the Author

I’m Austin Lyons, a semiconductor analyst, engineer, and entrepreneur. My background spans semiconductor physics, chip design, AI, and product strategy.

Here’s a quick taste of Chipstrat:

Credo AECs

GPU Networking Basics, Part 1

GPU Networking Basics Part 3: Scale-Out

Jensen, We’re With You. But We’re Not There Yet.