A chip-industry blogger writes about AI accelerator hardware, critiquing startups like Etched and examining architectures such as Tensordyne's logarithmic number format. Readers get technical, skeptical analysis of whether novel chip designs deliver real AI performance gains.
Website: https://www.zach.be
Deep technical explainers on AI hardware infrastructure, covering advanced packaging, co-packaged optics, and data movement in AI clusters. Posts synthesize material from industry conferences and expert talks, with market data and equipment-maker context.
Deep-dive analyses of photonics and semiconductor supply chains, covering quantum foundries, HBF memory and microLED optical links, and silicon photonics foundries. Readers get engineering-level views on fabrication, packaging and where value accrues, backed by documents, filings and event reports.
Reported analysis of Taiwan's semiconductor supply chain, covering TSMC, Nvidia-linked suppliers and equipment makers, with insider sources and executive interviews. Readers get company-level detail on AI packaging, testing and capacity expansion that is aimed at investors and industry watchers.
Chip Insights is a personal newsletter with in-depth technical essays on semiconductor and AI hardware, including datacenter GPU economics, LLM inference execution, and chip microarchitecture. Readers get detailed explanations of how hardware works, along with interviews and worked design tradeoffs.
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