Semiconductor

Supply Chain

PCB Story 4: The Map, From Where PCB Comes

Oct 1, 2026

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6 min read

PCB Story 4: The Map, From Where PCB Comes

In under three years, nearly 60 Chinese and Taiwanese circuit board makers built factories in Thailand. To understand why, you need two maps and one uncomfortable number.

Gaurav Singh Chaudhary

Supply Chain

PCB Story 3: Can We Get Rid of the Circuit Board?

Sep 30, 2026

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6 min read

PCB Story 3: Can We Get Rid of the Circuit Board?

It is easy to assume chips will eventually outgrow the board. In July 2026, the most closely watched AI rack in the world was reportedly delayed by one year.

Gaurav Singh Chaudhary

Supply Chain

PCB Story 2: Your AI Cluster Runs on Cloth

Sep 29, 2026

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6 min read

PCB Story 2: Your AI Cluster Runs on Cloth

NVIDIA, Microsoft, Google, Amazon and Apple have reportedly secured their share of one Japanese company's woven glass. Here is why a fabric decides what a computer can do.

Gaurav Singh Chaudhary

Supply Chain

Sep 28, 2026

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8 min read

PCB Story 1: Why Your PCB Quote Went Up

Circuit board orders ran 60% ahead of shipments in May. For buyers outside AI, the issue is less about price than place in the queue.

Gaurav Singh Chaudhary

Supply Chain

The S&S Weekly Pulse - The Week Memory Broke the Market

Aug 4, 2026

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6 min read

The S&S Weekly Pulse - The Week Memory Broke the Market

DRAM triples, Microsoft's $450B day, and the AI buildout collides with the grid — five reads on chips, capacity, and capex.

Gaurav Singh Chaudhary

S&S Editorial

Jun 25, 2026

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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

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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

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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

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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

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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

PCB Story 4: The Map, From Where PCB Comes

PCB Story 3: Can We Get Rid of the Circuit Board?

PCB Story 2: Your AI Cluster Runs on Cloth

PCB Story 1: Why Your PCB Quote Went Up

The S&S Weekly Pulse - The Week Memory Broke the Market

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

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