Chipstrat is where semiconductors, AI, and strategy collide.
Chipstrat & Creative Strategies. MSEE + MBA.
The number of free subscribers for Chipstrat over time since it was added to the directory.
A newsletter with easy but detailed explainers on semiconductor technology for busy engineers and investors.
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.
In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.
The latest in semiconductors: silicon, AI, processors, market trends.