Insights from the Inside

Insights from the Inside

Home
Archive
About
Watch the Org Chart, Not the Chip Chart: Intel’s Leadership Inflection Point
“Delighting customers’ isn’t fluff". It’s the new litmus test for every decision at Intel.
 • 
Michael Sanie
Custom Silicon Is Testing Nvidia’s AI Moat … And the Pressure’s Rising
As hyperscalers roll out their own AI chips and open interconnects gain traction, Nvidia’s once-untouchable position faces new headwinds.
 • 
Michael Sanie
The Big Shoe Finally Dropped: EDA Becomes the West’s Digital Iron Curtain
This Isn't Just an Export Ban. It's the Blueprint for the Next Tech Cold War
 • 
Michael Sanie

May 2025

2nm: The $40 Billion Gamble That Will Reshape the Semiconductor Landscape
Why the next process node isn’t just about performance-per-Watt — it’s about who survives the EDA and ecosystem upheaval.
 • 
Michael Sanie
From Oil to Algorithms: Trillion-Dollar Capital Shift in Global AI Geopolitics
How the US, UAE, and Saudi Arabia are forging a new axis of AI power – possibly reshaping the semiconductor and data center landscape for decades to…
 • 
Michael Sanie
From GDSII to GPT: Why Chip Engineers Must Think Like Prompt Engineers
Exploring the AI Revolution in Semiconductor Design — And It Speaks Your Language!
 • 
Michael Sanie
Cinco de Moore’s Law: Five Reasons Semiconductors are Hotter than Ever
Chips and Salsa: AI, Edge, Packaging, ... for Next-Gen Computing and Global Growth
 • 
Michael Sanie

April 2025

The Race to 1nm Isn’t Just About Physics. It’s About Dominance.
How the next node defines the next leaders.
 • 
Michael Sanie
Is the US Data Center Buildout Safe from Tariffs? For How Long?
Navigating the tightrope of loopholes, politics, and GPUs
 • 
Michael Sanie
The $10 Billion Flex: What Broadcom’s Buyback Says About the Future of Chips
While rivals double down on R&D, Broadcom is betting Wall Street wants confidence — not capital intensity.
 • 
Michael Sanie
The Silicon Siege: How Tariffs Could Weaponize the AI Silicon Supply Chain
Geopolitics and tariffs are redrawing the semiconductor map—and the long-term winners aren’t Nvidia or Intel. They’re the ones selling the shovels.
 • 
Michael Sanie

March 2025

© 2025 Michael Sanie
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture