Chipstrat is where semiconductors, AI, and strategy collide.

I’m Austin Lyons, a semiconductor analyst, engineer, and entrepreneur.

My background spans semiconductor physics, chip design, AI, and product strategy (more here)—experiences that fuel my analysis of the most important technology shifts shaping our world.

In this newsletter, I break down the forces driving the industry: Nvidia’s AI dominance, Intel’s comeback attempt, the rise of custom silicon, Arm’s strategic plays, and the startups pushing the boundaries of compute.

Expect deep dives, sharp analysis, and a perspective rooted in both engineering and business. If you’re an investor, operator, or just someone trying to make sense of the silicon economy, you’re in the right place.

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