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My takes on Dwakesh's chip questions - by AJ Kourabi

chipchatter.substack.com · 2,131 words · saved by 1 readers

I thoroughly enjoyed listening to the most recent Dwarkesh podcast episode, where he interviewed Jon Y from Asianometry and Dylan Patel from SemiAnalysis. I learned a lot! I thought I would give my own take to some of the questions he asked, having the benefit of graphs, links, and being able to Google something. Of course, I do not mean to say my takes are better than Dylan or Jon’s. Indeed a huge chunk of what I know I owe to Asianometry’s videos and SemiAnalysis’ posts. This is going to be less tight and more off the cuff than the average post I want to make here, but what is the point of a blog/newsletter if I can not have fun with it. Let’s go. Dwarkesh Patel Why isn't there more vertical integration in the semiconductor industry? Why is it like, “This subcomponent requires this subcomponent from this other company, which requires this subcomponent from this other company…” Why isn’t more of it done in-house? My take: I agree with Jon and Dylan in terms of the stratification. But

I thoroughly enjoyed listening to the most recent Dwarkesh podcast episode, where he interviewed Jon Y from Asianometry and Dylan Patel from SemiAnalysis. I learned a lot! I thought I would give my own take to some of the questions he asked, having the benefit of graphs, links, and being able to Google something. Of course, I do not mean to say my takes are better than Dylan or Jon’s. Indeed a huge chunk of what I know I owe to Asianometry’s videos and SemiAnalysis’ posts. This is going to be less tight and more off the cuff than the average post I want to make here, but what is the point…

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