The Diligence Stack - By Creative Strategies | Substack

The Diligence Stack delivers analyst-grade intelligence on the full-stack, connecting semiconductors, infrastructure, platforms, software, and adoption to show how technical change reshapes markets and business models. Click to read The Diligence Stack - By Creative Strategies, a Substack publication.

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The Diligence Stack - By Creative Strategies | Substack · Sep 15, 2026

CRYPTOCURRENCY AND DIGITAL ASSETS

Credo’s Next Phase of Growth

Why broader design ownership can help Credo win more customer business, and what that growth needs to earn.

The Diligence Stack - By Creative Strategies | Substack · Sep 10, 2026

CYBERSECURITY AND THREAT INTELLIGENCE

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.

The Diligence Stack - By Creative Strategies | Substack · Sep 08, 2026

MICROPROCESSORS AND CHIPSETS

Custom Silicon 3.0: Growth and Competition Across Compute and Networking

Why the market is shifting from ASIC design wins to program responsibility across compute and networking

QUALCOMMMARVELL

The Diligence Stack - By Creative Strategies | Substack · Sep 03, 2026

SEMICONDUCTOR DESIGN AND FABRICATION

2027: Peak Year of Constraint

Recent hardware results point to a wider gap between AI infrastructure demand and deployable supply in 2027, followed by a larger increase in usable capacity during 2028.

NVIDIA

The Diligence Stack - By Creative Strategies | Substack · Sep 02, 2026

SEMICONDUCTOR DESIGN AND FABRICATION

The GPU Tsunami: Testing, Testing…

How GPUs, HBM, SiC, silicon photonics, and advanced packaging are creating new test demands across the semiconductor stack

CREATIVE STRATEGIES