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The Compute 100: Austin Lyons, Analyst & Writer, Chipstrat

Today's guest is Austin Lyons, the writer behind Chipstrat.

Austin started his career as an engineer — graduate work in electrical engineering at the University of Illinois under semiconductor physicist Eric Pop, followed by time at Intel. From there, he made the shift to analysis and writing, building Chipstrat into one of the most widely-read independent newsletters covering semiconductors, optics, networking, and physical AI. Austin is one of those rare people who can actually read the silicon and explain the market. When people want to know what is really happening in the compute stack…

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