Chipstrat
Substack newsletter · by Austin Lyons · English
Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
- Audience
- 13K subscribers
- Shown publicly on Substack
- Publishing
- Weekly
- 12 posts indexed in the last 90 days
- Last post
- Oct 7, 2026
- 22 days ago
- Likely audience
- AI infrastructure investors
- Inferred from post content
Momentum
#436 on Substack's Technology leaderboard
From daily snapshots of Substack's public figures · how rising is measured
Chipstrat is a Substack newsletter by Austin Lyons covering Semiconductor manufacturing, AI infrastructure and Edge computing. NewsletterFIT indexed 12 posts from it in the last 90 days, most recently on Oct 7, 2026. Shown publicly on Substack: 13K subscribers. It ranks #436 on Substack's Technology leaderboard.
Topics
- Semiconductor manufacturing
- AI infrastructure
- Edge computing
- Foundry capacity
- EDA tools
Recent posts
- 🎙️ The…
- Is EDA…
- AI With…
- 🎙️The Race…
- A Billion…
- Oligopoly Equilibrium…
Sponsors detected
No sponsored posts detected in the last 180 days of indexed posts.
Detected automatically from posts marked as sponsored. Detection can miss or misread placements.
See the full picture on Chipstrat
Subscriber momentum over time, every detected sponsor with the source post, companies and people it mentions, guests, and an alert when any of it changes.
Similar newsletters
Ranked by how many topics they share with Chipstrat.
- SEMIVISION @_@ 19K subscribers
Substack Daily · last post 17 days ago
Likely audience: Semiconductor industry analysts
2 shared topics
- Andrew Lu on global semis and techs 15K subscribers
Substack Several times a week · last post 17 days ago
Likely audience: Semiconductor industry analysts
2 shared topics
- Damnang’s Substack 14K subscribers
Substack Several times a week · last post 21 days ago
Likely audience: Semiconductor engineers
2 shared topics
- PhotonCap 11K subscribers
Substack Weekly · last post 20 days ago
Likely audience: Semiconductor industry analysts
2 shared topics
- Gaetano 9K subscribers
Substack Every two weeks · last post 9 days ago
Likely audience: Financial analysts
2 shared topics
- Deep in Tech Newsletter 4K subscribers
Substack Monthly or less · last post 17 days ago
Likely audience: AI infrastructure engineers
2 shared topics
- Silicon Co-Design 3K subscribers
Substack Every two weeks · last post 16 days ago
Likely audience: Semiconductor engineers
2 shared topics
-
Ghost Weekly · last post 17 days ago
Likely audience: Data center planners
2 shared topics
Compiled from public pages · refreshed Oct 13, 2026 · How NewsletterFIT collects and labels data