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Chip Equipment Just Beat Our Bull Case, and the Cycle Is Getting Longer
We now see 2026 wafer fab equipment at $153 billion and $278 billion by 2030, and this week’s results from ASML, Applied and TSMC point toward our High…
Oct 15
•
Ben Bajarin
9
The PC Downturn Is an AI Supply Story
Freed wafers do little for accelerators. Server CPUs are a different story, and so is one company most investors are writing off.
Oct 13
•
Ben Bajarin
5
Bet on Bits, Part 2: What the Memory Stocks Are Pricing
Our memory floor work turned into a valuation question. Micron, SK hynix, and Samsung trade at similar peak-cycle multiples, and those multiples imply…
Oct 8
•
Ben Bajarin
7
The Agentic Data Toll
Agents need warm data, and the companies that own the systems of record have started to charge for access
Oct 6
•
Ben Bajarin
5
1
For Memory, Bet on Bits not History
Why the memory floor has moved, and why the TAM's shape is still unknown
Oct 1
•
Ben Bajarin
5
September 2026
The Agentic CPU Guidebook
How core design, memory, and software execution shape the AI factory
Sep 29
•
Ben Bajarin
and
Max Weinbach
8
1
Executive Interview: Lightmatter’s Bet on the Future of Computing
A conversation with founder and CEO Nick Harris on optical interconnect, the move from NPO to CPO, and a different manufacturing path for lasers.
Sep 24
•
Ben Bajarin
8
Expert Interview: From Gas to Gigawatts and What It Takes to Power AI
A conversation with Billy Sorensen of Lightfield Energy on delivering power, financing generation, and the role of natural gas.
Sep 22
•
Ben Bajarin
5
CPU:GPU Ratios and the Race to the Scale Up Domain
The Diligence Stack is the publishing platform for Creative Strategies, an independent research firm. We connect semiconductors, infrastructure…
Sep 21
•
Ben Bajarin
10
The Future of Compute Is Fungible
How greater choice in data center infrastructure changes the economics for operators and suppliers
Sep 17
•
Ben Bajarin
7
Credo’s Next Phase of Growth
Why broader design ownership can help Credo win more customer business, and what that growth needs to earn.
Sep 15
•
Ben Bajarin
7
1
Agentic AI’s Next Frontier: Cyber Defense
More capable models can help enterprises investigate threats and respond. The next challenge is deciding how much authority to give them.
Sep 10
•
Ben Bajarin
6
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