Bits and Bytes semiconductor.substack.com

A newsletter about the semiconductor landscape and its evolution in the next wave of computing

Deep Moats and Platform Shifts in Computing
semiconductor.substack.com·12h·Substack
The Shrinking Transistor
semiconductor.substack.com·70w·Hacker News, Substack
From Silicon Valley to Silicon Island
semiconductor.substack.com·83w·Substack
Enabling the Chiplet Era
semiconductor.substack.com·90w·Substack
Three Shifts Re-defining the Semiconductor Landscape
semiconductor.substack.com·105w·Substack
The Leadership Philosophy of Jensen Huang
semiconductor.substack.com·131w·Substack
The Relentless Pursuit of Moore’s Law
semiconductor.substack.com·135w·Substack
The Relentless Pursuit of Moore's Law
semiconductor.substack.com·145w·Substack
On the Origins of AWS Custom Silicon
semiconductor.substack.com·177w·Substack
Fast Airplanes and Tiny Transistors
semiconductor.substack.com·194w·Substack
Fast Airplanes and Tiny Transistors
semiconductor.substack.com·197w·Substack
Fast Airplanes and Tiny Transistors
semiconductor.substack.com·198w·Substack
Software 2.0 and the Future of Chip Design
semiconductor.substack.com·212w·Substack
The Apple-TSMC Partnership
semiconductor.substack.com·216w·Substack
Chip Wars
semiconductor.substack.com·218w·Substack
How Apple Disrupted the US Semiconductor Industry
semiconductor.substack.com·222w·Substack
How Will Silicon Platforms Evolve?
semiconductor.substack.com·270w·Substack
A Changing Silicon Landscape
semiconductor.substack.com·271w·Substack
How the SoC is Displacing the CPU
semiconductor.substack.com·545w·Substack
Is Software Eating Silicon?
semiconductor.substack.com·546w·Substack

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