ChipBook & Core Research
ChipBook: The Encyclopedia of Silicon
ChipBook is our proprietary database mapping every major silicon architecture to its physical manufacturing constraints, power envelope, and market share. This is the bedrock of our Core Research.
1. Architecture Comparison (Flagship)
| Series | Developer | Node | Die Size | Transistors |
|---|---|---|---|---|
| Blackwell B200 | NVIDIA | TSMC 4NP | 1600mm² | 208B |
| Instinct MI300X | AMD | TSMC 5/6nm | 1000mm² | 153B |
| Gaudi 3 | Intel | TSMC 5nm | N/A | N/A |
2. Core Research Themes
- Moore’s Law 2.0: Performance is now driven by Packaging (Vertical Stacking) rather than just Transistor Shrink.
- Dark Silicon: The cooling crisis in data centers is limiting how many transistors can be active simultaneously.
- RISC-V vs. ARM: The battle for the edge. Watch ARM for mobile dominance and SiFive for the open-source rebellion.
3. Trading Insight
Core Research indicates that Design Cycle Times are shrinking. Companies that can iterate on silicon yearly (like NVIDIA) will trade at a permanent multiple premium over those on a 2-year cycle (Intel).
Last Updated: May 9, 2026