Top all-time · #9604
Austin Lyons
Personal blog · chipstrat.comhardwarebusiness
Austin Lyons writes Chipstrat, a personal blog at chipstrat.com about hardware and business. Since 2024, 8 different Hacker News readers have linked it 33 times, most often “Jensen, We're with You. But We're Not There Yet”. It is still writing: the last post was on 2026-10-27, and you can follow it by feed.
Too few sampled comments (2) to say how often HN recommends it.?
Why HN links it
HN readers link Chipstrat's posts on chip economics, such as cost per transistor and the limits of Moore's Law, and on AI's effect on software jobs. Comments cite them without judging the writing.
Summarised by Claude from a sample of 2 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Independent research on semiconductors, AI infrastructure and business strategy by Austin Lyons.
Most-linked posts?
- Jensen, We're with You. But We're Not There Yet3 people · 3 mentions · first linked 2025-03-28
- What Happens If TSMC Controls It All2 people · 2 mentions · first linked 2025-01-08
- GPU Networking Basics, Part 12 people · 2 mentions · first linked 2025-03-23
What Hacker News says?
The pivot to cloud had a decade warmup before HOWTO was normalized to existing standards. In the lead up a lot of the same naysaying we see about AI was everywhere. AI can be compressed into less logic on a chip, bootstrap from models. Require less state management tooling software dev relies on now. We’re slowly being trained to accept a down turn in software jobs. No need to generate the code that makes up an elec…
Comment linking /p/jensen-were-with-you-but-were-not
on “Large language models, small labor market effects [pdf]”Submitted Understanding Intel as a story · 59 points
HN discussionYep, only yield improvements and equipment depreciation are really in the cards. Cost per transistor increased from 7nm to 5nm, but we're about at breakeven with 3nm again. If there's not real fab competition at 2nm then prices per transistor likely won't fall. I suspect the same is true at 1nm. It doesn't feel like any of the alternatives (CNT etc) are really able to step up right now either. https://www.chipstrat.…
Comment linking /p/what-happens-if-tsmc-controls-it
on “The Unsustainability of Moore's Law”Submitted The Long Arc of Semiconductor Scaling as a story · 12 points
HN discussionSubmitted Jensen, We're with You. But We're Not There Yet as a story · 9 points
HN discussionSubmitted Rivian's Silicon and Physical AI – By Austin Lyons as a story · 3 points
HN discussionSubmitted Intel Q3 2025 Earnings: Doing Fine as a story · 3 points
HN discussionSubmitted An Interview with Mohamed Awad About Chiplets as a story · 3 points
HN discussionSubmitted GPU Networking Basics, Part 1 as a story · 3 points
HN discussionSubmitted Chiplets and the Future of System Design as a story · 3 points
HN discussionSubmitted What Happens If TSMC Controls It All as a story · 3 points
HN discussionSubmitted Groq's Business Model, Part 1: Inference API as a story · 3 points
HN discussionSubmitted The Rise of Groq as a story · 3 points
HN discussionSubmitted The ISA Doesn't Matter Where It Counts as a story · 2 points
HN discussionSubmitted TSMC Earnings and Intel Foundry as a story · 2 points
HN discussionSubmitted Chiplets and the Future of System Design as a story · 2 points
HN discussionSubmitted Jensen, We're with You. But We're Not There Yet as a story · 2 points
HN discussionSubmitted The Power of Nvidia's Systems Thinking Approach as a story · 2 points
HN discussionSubmitted America Must Invest in Intel Foundry – By Austin Lyons as a story · 2 points
HN discussionSubmitted Monopsony and TSMC – By Austin Lyons – Chipstrat as a story · 2 points
HN discussionSubmitted Groq's Business Model, Part 1: Inference API as a story · 2 points
HN discussionSubmitted Understanding Intel – Part 2 as a story · 2 points
HN discussionSubmitted Optics Primer, Part 2: LRO and LPO. – By Austin Lyons as a story · 1 points
HN discussionSubmitted Optics Primer, Part 1: Traditional Pluggable Optics as a story · 1 points
HN discussionSubmitted Building the Chiplet Ecosystem – By Austin Lyons as a story · 1 points
HN discussionSubmitted Building the Chiplet Ecosystem – By Austin Lyons as a story · 1 points
HN discussionSubmitted Chiplets and the Future of System Design – By Austin Lyons as a story · 1 points
HN discussionSubmitted Chiplets and the Future of System Design – By Austin Lyons as a story · 1 points
HN discussionSubmitted The Long Arc of Semiconductor Scaling as a story · 1 points
HN discussionSubmitted The Long Arc of Semiconductor Scaling as a story · 1 points
HN discussion