Semiconductor

S&S Editorial

Jun 25, 2026

•

8 min read

When the Wires Cost More Than the Chips

Optics quietly became half an AI cluster's network power. Co-packaged optics is the fix. The full power-and-cost model, free story and premium math.

Silicon & Steel .

Semiconductor

I Investigated 370 Pages of SpaceX’s IPO Filings So You Don’t Have To. The Record $75B Raise Isn’t Really About Rockets

Jun 10, 2026

•

12 min read

I Investigated 370 Pages of SpaceX’s IPO Filings So You Don’t Have To. The Record $75B Raise Isn’t Really About Rockets

Four SEC documents, two amendments, a confidential draft, and financial statements that run to page F-96. Buried inside the largest public offering in history is a quieter story: a launch company quietly becoming an AI-infrastructure bet.

Silicon & Steel .

Semiconductor

The Nexperia Fiasco: How the World's Most Boring Chipmaker Halted Car Plants on Three Continents

Jun 5, 2026

•

6 min read

The Nexperia Fiasco: How the World's Most Boring Chipmaker Halted Car Plants on Three Continents

Nexperia makes the few-cent diodes and transistors in every car. It is Dutch-built, Chinese-owned and China-packaged, and in late 2025 all three jurisdictions grabbed it at once. The lesson isn't about chips. It's about who owns your supplier.

Silicon & Steel ., +1

Semiconductor

NVIDIA Just Crashed the PC Party. The Incumbents Felt It Immediately.

Jun 3, 2026

•

4 min read

NVIDIA Just Crashed the PC Party. The Incumbents Felt It Immediately.

NVIDIA's first PC chip rewrites the laptop hierarchy. Intel and Qualcomm just lost a decade.

Silicon & Steel ., +1

Semiconductor

The CoWoS Ceiling: TSMC Has a Packaging Monopoly Inside Its Logic Monopoly, And the Fix Is 36 Months Away

May 31, 2026

•

5 min read

The CoWoS Ceiling: TSMC Has a Packaging Monopoly Inside Its Logic Monopoly, And the Fix Is 36 Months Away

CoWoS-L is the single most constrained resource in the AI hardware supply chain through at least Q4 2027. Every GPU vendor sourcing it from TSMC is allocation-constrained, and the expansion cycle is 36 months from committed investment to qualified production.

Silicon & Steel ., +1

Semiconductor

When the Wires Cost More Than the Chips

I Investigated 370 Pages of SpaceX’s IPO Filings So You Don’t Have To. The Record $75B Raise Isn’t Really About Rockets

The Nexperia Fiasco: How the World's Most Boring Chipmaker Halted Car Plants on Three Continents

NVIDIA Just Crashed the PC Party. The Incumbents Felt It Immediately.

The CoWoS Ceiling: TSMC Has a Packaging Monopoly Inside Its Logic Monopoly, And the Fix Is 36 Months Away

Subscribe for new reads…

Quick Links

Subscription

Socials