Archive - The Siliconimist

Bringing Semiconductors to Kazakhstan

Nursultan Kabylkas designed the first chip in Kazakhstan, and in the process he bootstrapped a new national industry

Mar 3 • John Cole

48:18

February 2026

FlyingWire - Mike Chieco

Building Digital Nervous Systems Deployed on Tape

Feb 23 • John Cole

33:42

InchFab - Mitchell Hsing

Democratizing Fabs

Feb 17 • John Cole

36:01

A Semiconductor Adventure in China - Doug Sparks

A Decade in the Chinese Semiconductor Industry - An American's Perspective

Feb 9 • John Cole

25:39

Why Fabless Ate Semis

Hyperscalers show up twice in the ecosystem - and that’s the tell.

Feb 2 • John Cole

January 2026

ASML’s Layoffs, Seen Through a Startup Lens

This is not a retrenchment. It’s a structural signal.

Jan 28 • John Cole

Introducing . . . . The Siliconimist!

Silicon + Economist = Siliconimist

Jan 23 • John Cole

0:53

DRAM: The Steel Mini-Mills of Our Time

Focusing on AI Memory is the "Smart" Thing to Do For Now

Jan 22 • John Cole

Silicon Carbide Economics

A Test Post Made with NotebookLLM

Jan 15 • John Cole

18:50

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