HeyJaredOmer Cheema
Semiconductor industry veteran. Ex AMD GPU designer, Ex Samsung corporate strategy, now running a business unit at Renesas. Semiconductor analysis from inside the industry, not the press cycle.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 12, 2026
Latest issues
The Bitter Lesson (opens the original)
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The MatchIn 1997, a machine beat the best chess player alive, and it did it in the least romantic way possible.For decades before that match, building a chess engine meant sitting with grandmasters and translating their judgment into code: piece values, positional heuristics, opening theory, endgame tables. The working assumption was that beating a world champion would require something like understanding: an encoded form of chess wisdom, patiently assembled by experts. When IBM’s Deep Blue beat
Buy Universal Display at a Multi-Year Low (opens the original)
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September 2026 | Recommendation: Buy | 12-month target: $150 | 24-36 month target: $210Universal Display is the largest holding I have. Five thousand shares, accumulated as the stock drifted toward a multi-year low. The pages that follow are the case for why it belongs there.The last two years have been kind to patience. Intel recovered from the low twenties to around one hundred. Salesforce climbed from the mid-one-fifties into the two-fifties. A basket of power-semiconductor names nearly doubl
Dario Wants to Pace the Frontier. History Says Upgrade the Infrastructure Instead. (opens the original)
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On September 12, Anthropic CEO Dario Amodei published "We Must Pace the Frontier." The line that landed: "We must slow the pace at which we improve the capabilities of AI models." Pacing, he says, isn't a full stop. It's deliberate delay so alignment and third-party evaluators can catch up. Embedded auditors with employee-level access. Industry coordination on rate limits. Global coordination after that. Sam Altman and Demis Hassabis quickly nodded along.It sounds like prudence. It reads like fe
Thoughts of Samsung's Investment in Mistral (opens the original)
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Security is not a side issue in semiconductors. Process recipes, yield maps, tool traces, and defect signatures are the proprietary business secrets. If that material leaves the building, you have given away the thing that makes a leading-edge line different from the competition. At a national level, it is also treated as strategic national technology. A company that is careless with it does not stay a leader for long.I learned that being part of the system. I spent nine years inside Samsung’s s
Google’s TPU Is Quietly Turning Into a Semiconductor Company (opens the original)
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Here’s a number worth sitting with. If Google spun its TPU operation out as its own company, Morgan Stanley’s current model implies it would be pulling in something like $108 billion a year by 2028. That would put it in the same conversation as the world’s largest semiconductor companies. It’s an estimate, not a promise, and execution has to go right for Google to hit it. But the fact that serious analysts are even running this math tells you something has changed.<a class="image-link image2 is-
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