Semi Doped @semidoped

Daily update - June 2, 2026 - Marvell from Computex - Intel updates - other live coverage open.substack.com/pub/semidoped/…

You've heard of Moore's Law. Have you heard of Rock's Law? The hidden law making chip factories insanely expensive. #MooresLaw #TSMC #Intel #Chips #Technology Semi Doped (@semidoped) is Austin Lyons (@austinsemis) of Chipstrat (@chipstrat) and Vikram Sekar (@vikramskr) of Vik’sNewsletter. Find us on Substack, Youtube, and LinkedIn.

9K views with hundreds of interesting comments now. Enjoying the YT community 🤘🏻

Semi Doped @semidoped

6 days ago

Wow this just turned out to be our fastest growing episode ever! 1.5k views in just about 10 hours! Stay subscribed to our channels on YT, podcast platforms, and Substack. We have so much more to come. Best part is this is all free content. 🥳

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@zwen92 @vikramskr

Quiz #3 In 1796, Alois Senefelder, a struggling actor and playwright in Bavaria was trying to publish his own plays. Engraving copper plates cost more than he could afford, so he had been practicing his reverse writing on slabs of a fine-grained local limestone instead. One day his mother needed a laundry list written out, the laundress was waiting, and there was no paper in the house. He scribbled the list straight onto a polished stone using a homemade ink of wax, soap, and lampblack. Looking at the greasy lettering afterward, he realized the stone itself could be a printing surface. The inked marks would hold fresh ink, and the wet bare stone would repel it. Senefelder spent the next three years turning that moment into a working process. He called it “stone printing.” A French term won out instead, built from two Greek roots: one meaning stone, the other meaning to write. The limestone came from quarries in a small Bavarian town roughly halfway between Nuremberg and Munich. Decades later, workers cutting that same stone for the printing trade split open a slab and found something strange pressed into both halves: a creature about 150 million years old with the feathers of a bird, but also a long bony tail and three clawed fingers on each wing. It surfaced in 1861, two years after Darwin published On the Origin of Species, and became one of the most famous fossils in science as early evidence of one kind of animal shading into another. Naturalists named it after the stone it came out of. Its species name is the exact same word as the printing process. Now take the stone out of the story completely. The process has not touched limestone in a very long time, but the name survived, and today it describes the step that decides how small the features on a computer chip can be: printing circuit patterns onto silicon. The most advanced version uses no ink and no visible light. It fires a laser at droplets of molten tin to generate light at a wavelength of 13.5 nanometers, bounces that light off mirrors polished to near-perfect flatness. Question: Name the process and the feathered fossil that shares its name. Put your guesses/answers in the comments below! Find the quiz and answers here: semidoped.com/p/quiz-3 Semi Doped (@semidoped) is Austin Lyons (@austinsemis) of Chipstrat (@chipstrat) and Vikram Sekar (@vikramskr) of Vik’sNewsletter. Find us on Substack, Youtube, and LinkedIn.

@zwen92 @vikramskr We're looking for a particular name on the fossil. want to try again?

TIL that one abandoned quarry in a Swedish village called Ytterby gave the periodic table the better part of a dozen elements, and that a few of them now do quiet, very specific jobs inside semiconductors. Read more here: semidoped.com/p/til-things-o… Semi Doped (@semidoped) is Austin Lyons (@austinsemis) of Chipstrat (@chipstrat) and Vikram Sekar (@vikramskr) of Vik’sNewsletter. Find us on Substack, Youtube, and LinkedIn.

Wow this just turned out to be our fastest growing episode ever! 1.5k views in just about 10 hours! Stay subscribed to our channels on YT, podcast platforms, and Substack. We have so much more to come. Best part is this is all free content. 🥳

Semi Doped @semidoped

6 days ago

Tau scaling is a rational engineering choice… When you don’t have EUV, but: it sets a system-wide optimization trend that is important to understand. In this episode, we dive deep into the implications of the so-called “EUV killer” And explain that REAL impact it actually

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Enjoyed talking memory and @MicronTech Wednesday night on @BBCWorld

Daily Update - May 29th, 2026 - a killer dashboard for learning litho by @ProbablyNoam - TSMC price hike - Marvell XPU >2x next year - Synopsys 48% YoY - Dell 🚀 open.substack.com/pub/semidoped/…

It’s Tau scaling week. And of course we have to talk about it on @semidoped Soup to Nuts discussion. @austinsemis and I proud of this one. Give it a listen!

Semi Doped @semidoped

6 days ago

Tau scaling is a rational engineering choice… When you don’t have EUV, but: it sets a system-wide optimization trend that is important to understand. In this episode, we dive deep into the implications of the so-called “EUV killer” And explain that REAL impact it actually

0 2 22 15K 23

Tau scaling is a rational engineering choice… When you don’t have EUV, but: it sets a system-wide optimization trend that is important to understand. In this episode, we dive deep into the implications of the so-called “EUV killer” And explain that REAL impact it actually has! New Semi Doped with @vikramskr and @austinsemis. What we cover: - Tau = delay. Scale it at all levels. - Logic folding: stack two logic chips with hybrid bonding. - Kirin 2026: double the transistors, no shrink. - Hybrid bonding isn't export-controlled. EUV is. - 2x logic wafers means 2x the DUV. Bullish ASML. - A unified memory bus and near-packaged optics to reduce latency - Stack 2nm wafers and EUV fabs leapfrog tau scaling. - positive for EDA, multiphysics, Synopsys Chapters: (00:00) The "EUV killer" paper that broke the internet (02:28) What Huawei actually announced at ISCAS (04:00) Tau scaling: optimize delay, not transistors (08:58) The equation and the 10x AI claim (11:05) Logic folding: stacking logic on logic (17:24) Who builds it, and can hybrid bonding be banned? (24:16) Why this is bullish for ASML (29:49) The other tau knobs: memory and optics (35:18) Takeaways: packaging, EDA, multiphysics

Daily Update - May 28th, 2026 - FuriosaAI lines up Broadcom - Peking University publishes a 3D EDA prototype tuned for Huawei’s LogicFolding - Cognition raises $1B at $26B as Devin’s ARR jumps 13x in a year - Google’s Coral board semidoped.com/p/daily-update… Semi Doped (@semidoped) is Austin Lyons (@austinsemis) of Chipstrat (@chipstrat) and Vikram Sekar (@vikramskr) of Vik’sNewsletter. Find us on Substack, Youtube, and LinkedIn.

Daily Update - May 27th, 2026 - Micron, SK Hynix Reach $1 Trillion Valuation - Infineon raises power semiconductor prices - Semtech tops estimates, begins CopperEdge shipments semidoped.com/p/daily-update… Semi Doped (@semidoped) is Austin Lyons (@austinsemis) of Chipstrat (@chipstrat) and Vikram Sekar (@vikramskr) of Vik’sNewsletter. Find us on Substack, Youtube, and LinkedIn.

Daily Update - May 25th, 2026 - Huawei unveils logic-folding chip architecture - CPU shortage is now worse than the memory shortage - Micron taps TSMC for HBM4E base die - Funny: Jensen creating bathroom graffiti semidoped.com/p/daily-update… Semi Doped (@semidoped) is Austin Lyons (@austinsemis) of Chipstrat (@chipstrat) and Vikram Sekar (@vikramskr) of Vik’sNewsletter.

A New Era of Context Memory with Val Bercovici from WEKA: youtube.com/watch?v=CFIdyj…

Our goal on Semi Doped is to surface expert level insights early, from the experts themselves. This often translates to investment insights early because these conversations tend to indicate where the puck is headed. Val Bercovici (@AccBalanced) from @weka explains why AI demand required NAND - and this was 3 months ago - much before all the explosion in demand we are seeing today. Find the YouTube video link in the comments. Thanks @illyquid for the kind words.

@_yatiraj @vikramskr The element is Hafnium (Hf) and the Nobel laureates are Max von Laue and James Franck. Find more clues here: open.substack.com/pub/semidoped/…