A 2.5-hour first-principles primer on the semiconductor supply chain worth your time
blaizedsouza · x · 2026-09-18
In day 257 of a GPU programming learning series, the author recommends Kian's 2.5-hour semiconductor supply chain primer, praising its first-principles approach and anchors around specific chokepoints.
Topics covered include EDA, etching, reticle patterns, yield ramps, memory cycles, TSVs, EUV optical columns, fabs, IDMs, defect inspection, CoWoS advanced packaging, and supply chain bottlenecks. The prior day's notes also flag the newly released Efficient AI Computing course, covering energy consumption, hardware co-design, and DL history before moving to efficient inference.
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