The Chip Letter
19 stories
The Chip LetterSiliconArm & SoftBank: Part 1- Masa comes calling, bearing gifts Today, something a little different: a joint post in the form of a conversation between and . Jon is Continuing Professional Faculty at the Haas School of Business, UC Berkeley, where he teaches on…
The Chip LetterSiliconThe Air Computer I’m delighted to share a post from one of my favourite Substack writers, Jordan Taylor, otherwise known as Incautious Optimism .
The Chip LetterSiliconThe Innovative HP Computer Behind a Hedge Fund Pioneer Ed Thorp giving the UC Irvine’s 2025 Commencement Address - Source YouTube. Fair use. Edward O. Thorp is one of those people who really should be better known.
The Chip LetterSiliconWhere will RISC-V be in 20 Years? Poll Results All the way back in August 2023, in the midst of a series of posts on the RISC-V architecture, I ran a reader poll on the future of the architecture, with the following introduction: As we’re in the…
The Chip LetterSiliconRISC-V : What Really Matters Readers may have seen the recent blog post from Dmitri Grinberg RISC-V: They Should Have Known Better which sets out, at some length, his criticisms of the RISC-V architecture.
The Chip LetterSiliconApple and AI : Siri the Early Years One of the reasons for studying technology history is to look for recurring patterns: characteristics of either the technology itself or of firms that are built around it that are repeated time and…
The Chip LetterSiliconThe Secret Life of Computers A defining moment in the Keynote that launched the original iPhone was when Steve Jobs revealed that it would combine an iPod, a phone and an ‘internet communications device’.
The Chip LetterSiliconFloating Point: The Origin Story Floating point arithmetic is a crucial part of modern computing. A large proportion of the silicon currently being installed consists of ‘floating point units’ and floating point standards continue…
The Chip LetterSiliconArm, the UK and Apple The latest episode of Supply Chained, the new podcast from and has just dropped and it’s all about Arm.
The Chip LetterSiliconIntel Inside the Micro Revolution: 8008 Origins Intel has bounced back from its, at one point, seemingly existential crisis. When I wrote this post back in August 2024 the situation seemed bleak. Today Intel’s share price has risen to almost $100.
The Chip LetterSiliconThe Infinity Man I'm a weird British outlier, on this little island here, and I've made my own path. I've followed my passions and tried to stay true to what I believe in.
The Chip LetterSiliconArm Makes Chips! Arm AGI CPU - Photo Credit Arm Please note that the following is not investment advice. This post may be too long for your email client so please read in your browser by clicking on the title.
The Chip LetterSiliconCompatibility and Fragmentation in the AI Era If you go far back enough in time, every new computer design had a new instruction set. Which, of course, was a pain!
The Chip LetterSiliconNvidia's Groq Plot Thickens At the end of last year following Nvidia’s non-takeover, non-aquihire of Groq we discussed the future of Groq’s technology.
The Chip LetterSiliconThe Origins and Limitations of AMD's Historic Revival AMD Quad Core ‘Barcelona’ Opteron Processor Die Shot - By Advanced Micro Devices, Inc. (AMD), Attribution, https://commons.wikimedia.org/w/index.php?curid=3931648 I’m normally quite a slow reader but…
The Chip LetterSiliconIntel's Larabee Legacy Everyone is dunking on Intel (yet again) and I really didn’t want to join in … However, with the launch of Intel’s latest mobile design - known as Panther Lake - one feature (or rather lack of a…
The Chip LetterSiliconQualcomm's Ventana RISC-V Acquisition This post may be too long for your email client: please click on the title for the full post. This is not investment advice and the usual disclaimers apply.
The Chip LetterSiliconJensen Groks Groq Is this the deal that launched a million blog posts? It certainly feels like a million and, initially, I didn’t want to make it a million and one, but … this Substack is passionately interested in…
The Chip LetterSiliconQualcomm's Hexagon AI Accelerators This is a part free and part paid post. The first part, discussing Qualcomm’s recently announced AI200 and AI250 AI accelerators and the history of the Hexagon architecture is free, whilst the…
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