The Chip Letter

SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

A history newsletter about the future

A newsletter about Technology, Business and Strategy

Master iOS. Boost your salary. Join 100,000 senior Swift devs each month learning advanced concurrency, SwiftUI, and iOS performance for 10 minutes a week. Sign up free today!

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**

The Devil is in the Details! Deep dives into computer hardware and software and the wider industry...

Did you ever stare at the ads in your favorite computer magazine and wish you could afford those cool systems or games? I did. Now I look back at computer history through those ads. I also republish interviews and comics from those magazines.

High-Performance Programming, GPU Parallelism, and Emergent Computation

A dense but whimsical technical blog for curious monkeys.

commentary and analysis on Strategy for the Networked Economy; Clusters; Japan; happenings at UC-Berkeley; business school teaching; semiconductors; sometimes pop culture

Your weekly BOOST to Raise and Grow Like A Pro. Tips and Techniques used by prolific Founders.

The origin stories of the technologies and innovations that shape our world today.

Data-centric essays about movies, music, TV, and more.

On the intersections of tech, investing, geopolitics, and US-Asia relations

Janky, wobbly models of everything from philosophy to technology and everything in-between.

Bridging the gap between the world's most important industry, semiconductors, and business.

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.

"One of the best for understanding how tech can solve our biggest problems and shape our society." — Daniel Ek, CEO of Spotify

In Abort Retry Fail, I am attempting to chronicle the history of the computing industry. This is a goal that will likely not be completed within my lifetime.

Exploration of new ideas in technology and science of the small. "Plenty of room at the bottom" - Feynmann, Caltech, 1959

Computer Architecture, Computer Arithmetic, RISC-V

Deep dives into memory, compute, and all things ASIC/SoC engineering

Subscribe for visual deep dives into the world of machine learning via real-world case studies, ML fundamentals, and actionable insights in your inbox.

GTR

VC on AI, deep tech, startups. Former Bridgewater, Google[x], startup founder. Read by top engineers, fund managers, and policymakers.

Chipstrat is an interdisciplinary lens on semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.

Deep dives into compilers, performance optimization, Linux internals, and low-level programming. For engineers who love understanding systems at a fundamental level.

If your business or portfolio depends on semiconductors, you must know the supply chain dynamics: "Your future might be somebody's past!" Get one deep analysis a week of a key company or sector of the semiconductor supply chain.

A newsletter for Atari Enthusiasts with posts about Atari video game systems, 8-bit computers, Atari ST and more. If it's Atari, you'll find it here.

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

Adventures In Low Level Programming And Software Development

I build software from scratch and share my learnings! I especially enjoy topics around compilers, distributed systems, GPU programming, and Linux.