corpus.blog
41554 blogs · [ { "id": "01a0cac1-6474-7349-9475-ff3312471eb5", "title": "Meta’s Bizarre AI Infrastructure Choice Costs Them $100s of Millions", "url": "https://semianalysis.com/2023/05/06/metas-bizarre-ai-infrastructure-choice/", "published_at": "2023-05-06T08:11:08+00:00" }, { "id": "01a0cac1-6474-7349-9475-ff3312e07efb", "title": "Google “We Have No Moat, And Neither Does OpenAI”", "url": "https://semianalysis.com/2023/05/04/google-we-have-no-moat-and-neither/", "published_at": "2023-05-04T10:07:13+00:00" }, { "id": "01a0cac1-6474-7349-9475-ff3312e1ec88", "title": "Intel Emerald Rapids Backtracks on Chiplets – Design, Performance & Cost", "url": "https://semianalysis.com/2023/05/03/intel-emerald-rapids-backtracks-on/", "published_at": "2023-05-03T07:34:43+00:00" }, { "id": "01a0cac1-6474-7349-9475-ff3313df1a9d", "title": "TSMC’s Heroic Assumption – Low Utilization Rates, Fab Cancellation, 3nm Volumes, Automotive Weakness, AI Advanced Packaging Demands, 2024 Capex Weakness", "url": "https://semianalysis.com/2023/04/20/tsmcs-heroic-assumption-low-utilization/", "published_at": "2023-04-20T12:38:20+00:00" }, { "id": "01a0cac1-6474-7349-9475-ff33147d6860", "title": "Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture", "url": "https://semianalysis.com/2023/04/12/google-ai-infrastructure-supremacy/", "published_at": "2023-04-12T14:32:11+00:00" }, { "id": "01a0cac1-6474-7349-9475-ff3314c833d4", "title": "Silicon Carbide Game-Changer: Aehr’s Edge – SiC Pure Play $AEHR", "url": "https://semianalysis.com/2023/04/03/silicon-carbide-game-changer-aehrs/", "published_at": "2023-04-03T04:05:56+00:00" }, { "id": "01a0cac1-6474-7349-9475-ff3315a6cb20", "title": "Caught in the Crossfire: Short Target in the Looming US Tool Ban Saga", "url": "https://semianalysis.com/2023/03/23/caught-in-the-crossfire-short-target/", "published_at": "2023-03-23T09:38:50+00:00" }, { "id": "01a0cac1-6474-7349-9475-ff3315d5a46c", "title": "Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing", "url": "https://semianalysis.com/2023/03/20/amazons-cloud-crisis-how-aws-will/", "published_at": "2023-03-20T10:04:49+00:00" }, { "id": "01a0cac1-6474-7349-9475-ff33160e8fb9", "title": "Google OCS Apollo: The >$3 Billion Game-Changer in Datacenter Networking", "url": "https://semianalysis.com/2023/03/17/google-apollo-the-3-billion-game/", "published_at": "2023-03-17T22:02:14+00:00" }, { "id": "01a0cac1-6474-7349-9475-ff3316672a4f", "title": "Marvell’s DSP Dilemma? Networking’s Tectonic Shift Led By Broadcom, Nvidia, Arista Networks, Microsoft, Meta, Macom, and more", "url": "https://semianalysis.com/2023/03/08/marvells-dsp-dilemma-networkings/", "published_at": "2023-03-08T14:16:07+00:00" }, { "id": "01a0cac1-b3e4-7084-8c73-6e8edf047a8c", "title": "EUV Requirements Halved? Applied Materials’ Sculpta Redefines Lithography And Patterning Market", "url": "https://semianalysis.com/2023/03/06/euv-requirements-halved-applied-materials/", "published_at": "2023-03-06T09:36:33+00:00" }, { "id": "01a0cac1-b3e5-7166-bd9e-57fc3cf7870f", "title": "Embracing Chaos: The Imperfect Art of Semiconductor Manufacturing And Lithography", "url": "https://semianalysis.com/2023/02/27/embracing-chaos-the-imperfect-art/", "published_at": "2023-02-27T10:21:35+00:00" }, { "id": "01a0cac1-b3e5-7166-bd9e-57fc3dac77c0", "title": "The Future of the Transistor", "url": "https://semianalysis.com/2023/02/21/the-future-of-the-transistor/", "published_at": "2023-02-21T17:45:16+00:00" }, { "id": "01a0cac1-b3e5-7166-bd9e-57fc3e42d805", "title": "Thick Cables, Thin Margins – Microsoft, Amazon, and Google Demand Overstated By $CRDO Credo", "url": "https://semianalysis.com/2023/02/15/thick-cables-thin-margins-microsoft/", "published_at": "2023-02-15T07:00:06+00:00" }, { "id": "01a0cac1-b3e5-7166-bd9e-57fc3efca6bb", "title": "Peeling The Onion’s Layers – Large Language Models Search Architecture And Cost", "url": "https://semianalysis.com/2023/02/13/peeling-the-onions-layers-large-language/", "published_at": "2023-02-13T12:47:45+00:00" }, { "id": "01a0cac1-b3e5-7166-bd9e-57fc3f8fa625", "title": "The Inference Cost Of Search Disruption – Large Language Model Cost Analysis", "url": "https://semianalysis.com/2023/02/09/the-inference-cost-of-search-disruption/", "published_at": "2023-02-09T13:50:18+00:00" }, { "id": "01a0cac1-b3e5-7166-bd9e-57fc3fac86e1", "title": "A Century of Moore’s Law", "url": "https://semianalysis.com/2023/02/04/a-century-of-moores-law/", "published_at": "2023-02-04T22:44:25+00:00" }, { "id": "01a0cac1-b3e5-7166-bd9e-57fc4074f6cf", "title": "TSMC 3nm FinFlex + Self-Aligned Contacts, Intel EMIB 3 + Foveros Direct, AMD Yield Issues, IBM Vertical Transport FET (VTFET) + RU Interconnects, CFET, Sequential Stacking, Samsung Yield, and more", "url": "https://semianalysis.com/2023/02/02/iedm2022p1/", "published_at": "2023-02-02T12:42:19+00:00" }, { "id": "01a0cac1-b3e5-7166-bd9e-57fc412fbac1", "title": "Intel Cuts Pay For Employees To Keep Their Quarterly Dividend", "url": "https://semianalysis.com/2023/02/01/intel-cuts-pay-for-employees-to-keep/", "published_at": "2023-02-01T00:43:39+00:00" }, { "id": "01a0cac1-b3e5-7166-bd9e-57fc41e1b971", "title": "The Gaps In The New China Lithography Restrictions – ASML, SMEE, Nikon, Canon, EUV, DUV, ArFi, ArF Dry, KrF, and Photoresist", "url": "https://semianalysis.com/2023/01/29/the-gaps-in-the-new-china-lithography/", "published_at": "2023-01-29T17:53:55+00:00" }, { "id": "01a0cac2-0806-72ba-85b8-84479efcce84", "title": "Semiconductor Bear Market Rally? – Inventory Analysis Of 71 Companies Over 25 Years", "url": "https://semianalysis.com/2023/01/27/semiconductor-bear-market-rally-inventory/", "published_at": "2023-01-27T09:03:25+00:00" }, { "id": "01a0cac2-0806-72ba-85b8-84479f5b772c", "title": "The AI Brick Wall – A Practical Limit For Scaling Dense Transformer Models, and How GPT 4 Will Break Past It", "url": "https://semianalysis.com/2023/01/24/the-ai-brick-wall-a-practical-limit/", "published_at": "2023-01-24T11:26:01+00:00" }, { "id": "01a0cac2-0806-72ba-85b8-8447a03f94f9", "title": "Separating Reality from Hype – Quantum Computing Explained", "url": "https://semianalysis.com/2023/01/18/separating-reality-from-hype-quantum/", "published_at": "2023-01-18T18:57:01+00:00" }, { "id": "01a0cac2-0806-72ba-85b8-8447a1083190", "title": "How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking – OpenAI Triton And PyTorch 2.0", "url": "https://semianalysis.com/2023/01/16/nvidiaopenaitritonpytorch/", "published_at": "2023-01-16T09:41:14+00:00" }, { "id": "01a0cac2-0806-72ba-85b8-8447a202934b", "title": "Intel Roadmap and PC TAM Update – Tone Deaf, Out Of Touch, Living In a Fantasy World, or Disconnected From Reality?", "url": "https://semianalysis.com/2023/01/13/intel-roadmap-and-pc-tam-update-tone/", "published_at": "2023-01-13T11:11:40+00:00" }, { "id": "01a0cac2-0806-72ba-85b8-8447a2811685", "title": "TSMC Says They Will Sidestep The Recession – 2023 Outlook, Q4 2022 Earnings", "url": "https://semianalysis.com/2023/01/12/tsmc-says-they-will-sidestep-the/", "published_at": "2023-01-12T11:17:49+00:00" }, { "id": "01a0cac2-0806-72ba-85b8-8447a3473f37", "title": "India’s Semiconductor Scam: Indian Mining Tycoon and Pro-CCP Assembly Giant Swindle India’s Semi Subsidy Program", "url": "https://semianalysis.com/2022/12/29/indias-semiconductor-scam-indian/", "published_at": "2022-12-29T03:07:18+00:00" }, { "id": "01a0cac2-0806-72ba-85b8-8447a3624c9e", "title": "Ventana RISC-V CPUs Beating Next Generation Intel Sapphire Rapids! – Overview of 13 RISC-V Companies, CPUs, and Ecosystem", "url": "https://semianalysis.com/2022/12/26/ventana-risc-v-cpus-beating-next/", "published_at": "2022-12-26T14:52:56+00:00" }, { "id": "01a0cac2-0806-72ba-85b8-8447a4390af6", "title": "TSMC’s 3nm Conundrum, Does It Even Make Sense? – N3 & N3E Process Technology & Cost Detailed", "url": "https://semianalysis.com/2022/12/21/tsmcs-3nm-conundrum-does-it-even/", "published_at": "2022-12-21T13:05:27+00:00" }, { "id": "01a0cac2-0806-72ba-85b8-8447a46c2bf8", "title": "Fungible DPUs Are Dead – Acquired By Major US Cloud – Acquisition Details", "url": "https://semianalysis.com/2022/12/12/fungible-dpus-are-dead-carcass-acquired/", "published_at": "2022-12-12T15:58:48+00:00" }, { "id": "01a0cac2-5752-7007-83c9-08007ef69c2c", "title": "Marvell’s Vision – Custom Silicon, CXL, DPUs, Ethernet, Optical, Telecom, Storage, Automotive, SerDes, 2025 Revenue & EPS", "url": "https://semianalysis.com/2022/12/11/marvelldeepdive2022/", "published_at": "2022-12-11T18:16:51+00:00" }, { "id": "01a0cac2-5752-7007-83c9-08007f0f5c6b", "title": "Samsung Backstabs The DRAM Cartel – Capital Expenditure Cuts, 130 Manufacturing Projects, 60 Companies Report", "url": "https://semianalysis.com/2022/12/08/samsung-backstabs-the-dram-cartel/", "published_at": "2022-12-08T00:08:38+00:00" }, { "id": "01a0cac2-5752-7007-83c9-08007f614fe5", "title": "Marvell’s Next $1B Business Is Security – Hardware Security Modules HSMs", "url": "https://semianalysis.com/2022/12/05/marvells-next-1b-business-is-security/", "published_at": "2022-12-05T14:15:54+00:00" }, { "id": "01a0cac2-5752-7007-83c9-080080308b1c", "title": "GPT Model Training Competition Heats Up – Nvidia Has A Legitimate Challenger", "url": "https://semianalysis.com/2022/12/01/gpt-model-training-competition-heats/", "published_at": "2022-12-01T20:52:15+00:00" }, { "id": "01a0cac2-5752-7007-83c9-080080473567", "title": "Lithography Intensity And Long-Term Wafer Demand", "url": "https://semianalysis.com/2022/11/30/lithography-intensity-and-long-term/", "published_at": "2022-11-30T10:03:00+00:00" }, { "id": "01a0cac2-5752-7007-83c9-08008071a811", "title": "ASML & The Semiconductor Market In 2025 & 2030", "url": "https://semianalysis.com/2022/11/22/asml-and-the-semiconductor-market/", "published_at": "2022-11-22T09:41:45+00:00" }, { "id": "01a0cac2-5752-7007-83c9-080080ae62fa", "title": "Q3 Earnings Ends With A Bang – $NVDA $MU $KLIC", "url": "https://semianalysis.com/2022/11/17/q3-earnings-ends-with-a-bang-nvda/", "published_at": "2022-11-17T03:27:24+00:00" }, { "id": "01a0cac2-5752-7007-83c9-080081a80b34", "title": "Arm’s Nuclear Option – Qualcomm Must Cancel Next-Generation Products If Arm Succeeds", "url": "https://semianalysis.com/2022/11/16/arms-nuclear-option-qualcomm-must/", "published_at": "2022-11-16T19:30:28+00:00" }, { "id": "01a0cac2-5752-7007-83c9-080081f01e35", "title": "AMD Genoa Detailed – Architecture Makes Xeon Look Like A Dinosaur", "url": "https://semianalysis.com/2022/11/10/amd-genoa-detailed-architecture-makes/", "published_at": "2022-11-10T19:32:56+00:00" }, { "id": "01a0cac2-5752-7007-83c9-080082cf3947", "title": "Q3 Semiconductor Roundup – $ENTG $AMD $CRUS $MPWR $POWI $ON $AMKR $ASX $GFS $QCOM $QRVO $SWKS $MKSI $ICHR $COHR $MXL $KLA $NVMI $ONTO", "url": "https://semianalysis.com/2022/11/03/q3-semiconductor-roundup-entg-amd/", "published_at": "2022-11-03T17:54:59+00:00" }, { "id": "01a0cac2-9ddd-7059-9a18-b051b8facae2", "title": "The Future Of Military Sensing And Communications Systems – Co-Packaged Optics Enable Converged RF Phased Arrays", "url": "https://semianalysis.com/2022/11/02/the-future-of-military-sensing-and/", "published_at": "2022-11-02T12:02:52+00:00" }, { "id": "01a0cac2-9ddd-7059-9a18-b051b9b986f8", "title": "The Future Of Packaging Gets Blurry – Fanouts, ABF, Organic Interposers, Embedded Bridges – Advanced Packaging Part 4", "url": "https://semianalysis.com/2022/11/01/the-future-of-packaging-gets-blurry/", "published_at": "2022-11-01T11:52:54+00:00" }, { "id": "01a0cac2-9ddd-7059-9a18-b051ba36b169", "title": "Arm Changes Business Model – OEM Partners Must Directly License From Arm", "url": "https://semianalysis.com/2022/10/28/arm-changes-business-model-oem-partners/", "published_at": "2022-10-28T03:42:32+00:00" }, { "id": "01a0cac2-9ddd-7059-9a18-b051bac17d52", "title": "Q3 Semiconductor Roundup – $TXN $WOLF $ANET $NVDA $TER $UMC $GFS $HXSCL $INTC $STX $VECO $TPRO $ENTG $ASML $LRCX $AMAT $KLA $BESIY $SSNLF $ONTO", "url": "https://semianalysis.com/2022/10/27/q3-semiconductor-roundup-txn-wolf/", "published_at": "2022-10-27T09:41:54+00:00" }, { "id": "01a0cac2-9ddd-7059-9a18-b051baea5a93", "title": "Caliptra – First Open-Source Silicon Going Into All Datacenter Chips", "url": "https://semianalysis.com/2022/10/25/caliptra-first-open-source-silicon/", "published_at": "2022-10-25T12:38:58+00:00" }, { "id": "01a0cac2-9ddd-7059-9a18-b051bb309702", "title": "How China’s Biren Is Attempting To Evade US Sanctions", "url": "https://semianalysis.com/2022/10/24/how-chinas-biren-is-attempting-to/", "published_at": "2022-10-24T12:13:20+00:00" }, { "id": "01a0cac2-9ddd-7059-9a18-b051bbb9bed4", "title": "2023 Datacenter Outlook – AMD and Intel Revenue, ASP, and Units – Genoa Ramp Details", "url": "https://semianalysis.com/2022/10/17/2023-datacenter-outlook-amd-and-intel/", "published_at": "2022-10-17T12:23:34+00:00" }, { "id": "01a0cac2-9ddd-7059-9a18-b051bc3c8d7d", "title": "Is Arm Desperate? Qualcomm Claps Back At Arm’s Potentially Frivolous Lawsuit", "url": "https://semianalysis.com/2022/10/09/is-arm-desperate-qualcomm-claps-back/", "published_at": "2022-10-09T20:47:43+00:00" }, { "id": "01a0cac2-9ddd-7059-9a18-b051bcb006c2", "title": "China and USA Are Officially At Economic War – Technology Restriction Overview", "url": "https://semianalysis.com/2022/10/08/china-and-usa-are-officially-at-economic/", "published_at": "2022-10-08T08:11:41+00:00" }, { "id": "01a0cac2-9ddd-7059-9a18-b051bd2ccbd9", "title": "Amazon Web Services Infrastructure Inefficiencies Cause Cuts To Twitch Driving Creators To Google’s YouTube", "url": "https://semianalysis.com/2022/10/05/amazon-web-services-infrastructure/", "published_at": "2022-10-05T14:56:39+00:00" }, { "id": "01a0cac2-e7ae-7290-8f71-ea4d5f72c6da", "title": "Semiconductor Fab Buildout Delays – 2023 to 2025 Wafer Fabrication Equipment Outlook", "url": "https://semianalysis.com/2022/10/03/semiconductor-fab-buildout-delays/", "published_at": "2022-10-03T11:46:31+00:00" }, { "id": "01a0cac2-e7ae-7290-8f71-ea4d5f979c99", "title": "Ada Lovelace GPUs Shows How Desperate Nvidia Is – AMD RDNA 3 Cost Comparison", "url": "https://semianalysis.com/2022/09/23/ada-lovelace-gpus-shows-how-desperate/", "published_at": "2022-09-23T18:16:12+00:00" }, { "id": "01a0cac2-e7ae-7290-8f71-ea4d605c3721", "title": "SiFive Powers Google TPU, NASA, Tenstorrent, Renesas, Microchip, And More", "url": "https://semianalysis.com/2022/09/16/sifive-powers-google-tpu-nasa-tenstorrent/", "published_at": "2022-09-16T05:31:10+00:00" }, { "id": "01a0cac2-e7ae-7290-8f71-ea4d60f0bf7d", "title": "Meta Discusses AI Hardware and Co-packaged Optics", "url": "https://semianalysis.com/2022/09/15/meta-discusses-ai-hardware-and-co/", "published_at": "2022-09-15T00:38:08+00:00" }, { "id": "01a0cac2-e7ae-7290-8f71-ea4d618ee980", "title": "Is mmWave Adoption Stagnating? Qualcomm’s $6B Opportunity Update, $QCOM EPS Estimates", "url": "https://semianalysis.com/2022/09/08/is-mmwave-adoption-stagnating-qualcomms/", "published_at": "2022-09-08T03:57:54+00:00" }, { "id": "01a0cac2-e7ae-7290-8f71-ea4d623294b7", "title": "How Onto Innovation Is Gaining Market Share From KLA – $ONTO $KLA", "url": "https://semianalysis.com/2022/09/06/how-onto-innovation-is-gaining-market/", "published_at": "2022-09-06T06:10:42+00:00" }, { "id": "01a0cac2-e7ae-7290-8f71-ea4d6314aa96", "title": "Astera Labs Is First To CXL Memory Pooling Silicon – Beating Marvell, Rambus, Microchip, and Montage Technologies", "url": "https://semianalysis.com/2022/08/30/astera-labs-is-first-to-cxl-memory/", "published_at": "2022-08-30T12:02:00+00:00" }, { "id": "01a0cac2-e7ae-7290-8f71-ea4d6316927e", "title": "Austria’s Silent Monopolies On Advanced Semiconductor Manufacturing – EV Group and IMS Nanofabrication", "url": "https://semianalysis.com/2022/08/24/austrias-silent-monopolies-on-advanced/", "published_at": "2022-08-24T16:11:45+00:00" }, { "id": "01a0cac2-e7ae-7290-8f71-ea4d63a2576e", "title": "Beyond Advanced Packaging: Lightmatter Passage Chiplets Co-Packaged On Optical Interposer", "url": "https://semianalysis.com/2022/08/22/beyond-advanced-packaging-lightmatter/", "published_at": "2022-08-22T22:37:13+00:00" }, { "id": "01a0cac2-e7ae-7290-8f71-ea4d64261860", "title": "CXL Deep Dive – Future of Composable Server Architecture and Heterogeneous Compute, Products From 20 Firms, Overview of 3.0 Standard", "url": "https://semianalysis.com/2022/08/17/cxl-deep-dive-future-of-composable/", "published_at": "2022-08-17T12:14:36+00:00" }, { "id": "01a0cac3-2e8f-715f-8053-8fe72702c5ec", "title": "GlobalFoundries Stuffing Customers With High Inventory – Underweight $GFS", "url": "https://semianalysis.com/2022/08/12/globalfoundries-stuffing-customers/", "published_at": "2022-08-12T16:31:54+00:00" }, { "id": "01a0cac3-2e8f-715f-8053-8fe72746de69", "title": "2022 NAND – Process Technology Comparison, China’s YMTC Shipping Densest NAND, Chips 4 Alliance, Long-term Financial Outlook", "url": "https://semianalysis.com/2022/08/12/2022-nand-process-technology-comparison/", "published_at": "2022-08-12T13:09:33+00:00" }, { "id": "01a0cac3-2e8f-715f-8053-8fe7275f6dd3", "title": "The History And Timeline Of Flash Memory", "url": "https://semianalysis.com/2022/08/05/the-history-and-timeline-of-flash/", "published_at": "2022-08-05T18:24:06+00:00" }, { "id": "01a0cac3-2e8f-715f-8053-8fe727711bbc", "title": "Meet NETINT: The Startup Selling Datacenter VPUs To ByteDance, Baidu, Tencent, Alibaba, And More", "url": "https://semianalysis.com/2022/08/04/meet-netint-the-startup-selling-to/", "published_at": "2022-08-04T12:20:14+00:00" }, { "id": "01a0cac3-2e8f-715f-8053-8fe727792c17", "title": "Intel Cuts Fab Buildout by $4B To Pay Billions In Dividends", "url": "https://semianalysis.com/2022/07/29/intel-cuts-fab-buildout-by-4b-to/", "published_at": "2022-07-29T00:58:19+00:00" }, { "id": "01a0cac3-2e8f-715f-8053-8fe727ae603a", "title": "Lynceus: Inline, Real-time, AI Based Process Control Monitoring That Can Reduce Inspection & Metrology Capex", "url": "https://semianalysis.com/2022/07/28/lynceus-inline-real-time-ai-based/", "published_at": "2022-07-28T11:42:08+00:00" }, { "id": "01a0cac3-2e8f-715f-8053-8fe7287f8d06", "title": "The Dark Side Of The Semiconductor Design Renaissance – Fixed Costs Soaring Due To Photomask Sets, Verification, and Validation", "url": "https://semianalysis.com/2022/07/24/the-dark-side-of-the-semiconductor/", "published_at": "2022-07-24T21:54:53+00:00" }, { "id": "01a0cac3-2e8f-715f-8053-8fe72973d337", "title": "China’s SMIC Is Shipping 7nm Foundry ASICs", "url": "https://semianalysis.com/2022/07/20/chinas-smic-is-shipping-7nm-foundry/", "published_at": "2022-07-20T20:34:40+00:00" }, { "id": "01a0cac3-2e8f-715f-8053-8fe72986b782", "title": "DISCO Corporation, The World Leader In Semiconductor Capital Equipment For Cutting, Grinding, Polishing", "url": "https://semianalysis.com/2022/07/19/disco-corporation-the-world-leader/", "published_at": "2022-07-19T21:47:08+00:00" }, { "id": "01a0cac3-2e8f-715f-8053-8fe72a48a7ba", "title": "Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysia", "url": "https://semianalysis.com/2022/07/18/lam-research-is-outsourcing-more/", "published_at": "2022-07-18T20:17:57+00:00" }, { "id": "01a0cac3-72dc-7322-88c2-8f6826945349", "title": "ACM Research, China’s Most Successful Semiconductor Capital Equipment Provider, Wins At SK Hynix and Intel", "url": "https://semianalysis.com/2022/07/18/acm-research-chinas-most-successful/", "published_at": "2022-07-18T12:14:16+00:00" }, { "id": "01a0cac3-72dc-7322-88c2-8f6826eff3e1", "title": "CXL Enables Microsoft Azure To Cut Server Capital Expenditures By Hundreds Of Millions Of Dollars", "url": "https://semianalysis.com/2022/07/07/cxl-enables-microsoft-azure-to-cut/", "published_at": "2022-07-07T15:49:56+00:00" }, { "id": "01a0cac3-72dc-7322-88c2-8f682794da5e", "title": "Nvidia In The Hot Seat?", "url": "https://semianalysis.com/2022/06/29/nvidia-in-the-hot-seat/", "published_at": "2022-06-29T17:00:10+00:00" }, { "id": "01a0cac3-72dc-7322-88c2-8f682841272a", "title": "Qualcomm RFFE Update – $8B By 2025, 2023 iPhone Modem, WiFi 7 and Filter Socket Competition With Broadcom, $3B Automotive RF TAM", "url": "https://semianalysis.com/2022/06/27/qualcomm-rffe-update-8b-by-2025-2023/", "published_at": "2022-06-27T11:30:10+00:00" }, { "id": "01a0cac3-72dc-7322-88c2-8f68289dee8e", "title": "Can You Trust Semiconductor Capital Equipment Firms? Supply Chain Or Technology…", "url": "https://semianalysis.com/2022/06/26/can-you-trust-semiconductor-capital/", "published_at": "2022-06-26T23:13:07+00:00" }, { "id": "01a0cac3-72dc-7322-88c2-8f68297427b8", "title": "Die Size And Reticle Conundrum – Cost Model With Lithography Scanner Throughput", "url": "https://semianalysis.com/2022/06/19/die-size-and-reticle-conundrum-cost/", "published_at": "2022-06-19T01:10:41+00:00" }, { "id": "01a0cac3-72dc-7322-88c2-8f6829a8a39b", "title": "AMD – To Infinity And Beyond", "url": "https://semianalysis.com/2022/06/17/amd-to-infinity-and-beyond/", "published_at": "2022-06-17T17:58:23+00:00" }, { "id": "01a0cac3-72dc-7322-88c2-8f682a17f892", "title": "Why America Will Lose Semiconductors", "url": "https://semianalysis.com/2022/06/13/why-america-will-lose-semiconductors/", "published_at": "2022-06-13T11:30:32+00:00" }, { "id": "01a0cac3-72dc-7322-88c2-8f682a53b604", "title": "Apple M2 Die Shot and Architecture Analysis – Big Cost Increase And A15 Based IP", "url": "https://semianalysis.com/2022/06/10/apple-m2-die-shot-and-architecture/", "published_at": "2022-06-10T02:22:11+00:00" }, { "id": "01a0cac3-72dc-7322-88c2-8f682a6884e4", "title": "Packaging Developments From ECTC 2022", "url": "https://semianalysis.com/2022/06/08/packaging-developments-from-ectc/", "published_at": "2022-06-08T07:38:26+00:00" }, { "id": "01a0cac3-c28b-7053-9d99-1e3b8009acd4", "title": "Is Ampere Computing’s Cloud Native Marketing Fluff? – Siryn Ampere One 5nm Architecture, Cost Analysis, and IPO Analysis", "url": "https://semianalysis.com/2022/06/01/is-ampere-computings-cloud-native/", "published_at": "2022-06-01T14:50:50+00:00" }, { "id": "01a0cac3-c28b-7053-9d99-1e3b80644a5c", "title": "Meteor Lake Die Shot and Architecture Analysis – Why Is Intel 4 Only A 40% Area Reduction Versus Intel 7?", "url": "https://semianalysis.com/2022/05/26/meteor-lake-die-shot-and-architecture/", "published_at": "2022-05-26T16:40:01+00:00" }, { "id": "01a0cac3-c28b-7053-9d99-1e3b80e1929c", "title": "Turning The Titanic – How Intel Is Using Software Acquisitions And Increased Accountability To Attempt To Save The Sinking Ship", "url": "https://semianalysis.com/2022/05/18/turning-the-titanic-how-intel-is/", "published_at": "2022-05-18T09:57:01+00:00" }, { "id": "01a0cac3-c28b-7053-9d99-1e3b81245f68", "title": "Marvell Acquires Tanzanite Silicon To Enable Composable Server Architectures Using CXL Based Memory Expansion And Pooling", "url": "https://semianalysis.com/2022/05/13/marvell-acquires-tanzanite-silicon/", "published_at": "2022-05-13T10:25:53+00:00" }, { "id": "01a0cac3-c28b-7053-9d99-1e3b815b2329", "title": "Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?", "url": "https://semianalysis.com/2022/04/30/ayar-labs-co-packaged-optics-revolution/", "published_at": "2022-04-30T22:20:00+00:00" }, { "id": "01a0cac3-c28b-7053-9d99-1e3b81b204c1", "title": "Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory!", "url": "https://semianalysis.com/2022/04/17/samsung-electronics-cultural-issues/", "published_at": "2022-04-17T11:11:24+00:00" }, { "id": "01a0cac3-c28b-7053-9d99-1e3b82489785", "title": "Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysis", "url": "https://semianalysis.com/2022/04/16/nvidia-ada-lovelace-leaked-specifications/", "published_at": "2022-04-16T01:26:28+00:00" }, { "id": "01a0cac3-c28b-7053-9d99-1e3b831058d9", "title": "Tenstorrent Blackhole, Grendel, And Buda – A Scale Out Architecture For Sparsity, Conditional Execution, And Dynamic Routing", "url": "https://semianalysis.com/2022/04/12/tenstorrent-blackhole-grendel-and/", "published_at": "2022-04-12T07:52:43+00:00" }, { "id": "01a0cac3-c28b-7053-9d99-1e3b83321cfa", "title": "How Nvidia’s Empire Could Be Eroded – Intel Network And Edge Has The Playbook", "url": "https://semianalysis.com/2022/04/06/how-nvidias-empire-could-be-eroded/", "published_at": "2022-04-06T08:24:08+00:00" }, { "id": "01a0cac3-c28b-7053-9d99-1e3b840acbcb", "title": "Short Report: Nvidia Supplier Cut Out Of Next Generation Hopper GPUs – Nvidia Represents Up To 55% of Revenue", "url": "https://semianalysis.com/2022/03/23/short-report-nvidia-supplier-cut/", "published_at": "2022-03-23T11:13:00+00:00" }, { "id": "01a0cac4-1261-7148-aeb6-5c7adebaffca", "title": "As Moore’s Law Slows, Apple Is Forced To Use Cheaper Chipsets In Non-Pro iPhones", "url": "https://semianalysis.com/2022/03/14/as-moores-law-slows-apple-is-forced/", "published_at": "2022-03-14T07:39:36+00:00" }, { "id": "01a0cac4-1261-7148-aeb6-5c7adfa7e6b1", "title": "GlobalFoundries Fotonix, The Leading Silicon Photonics Foundry For Co-packaged Optics And Processing", "url": "https://semianalysis.com/2022/03/09/globalfoundries-fotonix-the-leading/", "published_at": "2022-03-09T02:11:05+00:00" }, { "id": "01a0cac4-1261-7148-aeb6-5c7adff117e4", "title": "Graphcore Announces World’s First 3D Wafer On Wafer Hybrid Bond Processor", "url": "https://semianalysis.com/2022/03/03/graphcore-announces-worlds-first/", "published_at": "2022-03-03T10:00:40+00:00" }, { "id": "01a0cac4-1261-7148-aeb6-5c7ae01c4870", "title": "Nvidia Hacked – A National Security Disaster", "url": "https://semianalysis.com/2022/03/02/nvidia-hacked-a-national-security/", "published_at": "2022-03-02T21:11:55+00:00" }, { "id": "01a0cac4-1261-7148-aeb6-5c7ae1108d11", "title": "I, Semiconductor – The Regionalization Of Semiconductors Due To Global Supply Chain Instability", "url": "https://semianalysis.com/2022/02/25/i-semiconductor-the-regionalization/", "published_at": "2022-02-25T04:57:12+00:00" }, { "id": "01a0cac4-1261-7148-aeb6-5c7ae1c2b750", "title": "The Transformation of Veeco", "url": "https://semianalysis.com/2022/02/20/the-transformation-of-veeco/", "published_at": "2022-02-20T20:05:01+00:00" }, { "id": "01a0cac4-1261-7148-aeb6-5c7ae29ce851", "title": "Intel Is Throwing The Kitchen Sink, But Is The Turn Around Plan Reasonable?", "url": "https://semianalysis.com/2022/02/18/intel-is-throwing-the-kitchen-sink/", "published_at": "2022-02-18T11:44:58+00:00" }, { "id": "01a0cac4-1261-7148-aeb6-5c7ae2d36029", "title": "Semiconductor Roundup – 2/10/2022", "url": "https://semianalysis.com/2022/02/10/semiconductor-roundup-2102022/", "published_at": "2022-02-10T11:31:31+00:00" }, { "id": "01a0cac4-1261-7148-aeb6-5c7ae3bff20e", "title": "Semiconductor Roundup – 2/1/2022", "url": "https://semianalysis.com/2022/02/02/semiconductor-roundup-212022/", "published_at": "2022-02-02T07:46:35+00:00" }, { "id": "01a0cac4-1261-7148-aeb6-5c7ae446d2e8", "title": "Is Intel Shipping Tools Out Of US Fabs So They Can Abuse CHIPS Act Subsidies?", "url": "https://semianalysis.com/2022/01/30/is-intel-shipping-tools-out-of-us/", "published_at": "2022-01-30T02:51:04+00:00" } ] posts Claim your blog
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2023

Meta’s Bizarre AI Infrastructure Choice Costs Them $100s of Millionsoriginal ↗
6 May 2023
Google “We Have No Moat, And Neither Does OpenAI”original ↗
4 May 2023
Intel Emerald Rapids Backtracks on Chiplets – Design, Performance & Costoriginal ↗
3 May 2023
TSMC’s Heroic Assumption – Low Utilization Rates, Fab Cancellation, 3nm Volumes, Automotive Weakness, AI Advanced Packaging Demands, 2024 Capex Weaknessoriginal ↗
20 Apr 2023
Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitectureoriginal ↗
12 Apr 2023
Silicon Carbide Game-Changer: Aehr’s Edge – SiC Pure Play $AEHRoriginal ↗
3 Apr 2023
Caught in the Crossfire: Short Target in the Looming US Tool Ban Sagaoriginal ↗
23 Mar 2023
Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computingoriginal ↗
20 Mar 2023
Google OCS Apollo: The >$3 Billion Game-Changer in Datacenter Networkingoriginal ↗
17 Mar 2023
Marvell’s DSP Dilemma? Networking’s Tectonic Shift Led By Broadcom, Nvidia, Arista Networks, Microsoft, Meta, Macom, and moreoriginal ↗
8 Mar 2023
EUV Requirements Halved? Applied Materials’ Sculpta Redefines Lithography And Patterning Marketoriginal ↗
6 Mar 2023
Embracing Chaos: The Imperfect Art of Semiconductor Manufacturing And Lithographyoriginal ↗
27 Feb 2023
The Future of the Transistororiginal ↗
21 Feb 2023
Thick Cables, Thin Margins – Microsoft, Amazon, and Google Demand Overstated By $CRDO Credooriginal ↗
15 Feb 2023
Peeling The Onion’s Layers – Large Language Models Search Architecture And Costoriginal ↗
13 Feb 2023
The Inference Cost Of Search Disruption – Large Language Model Cost Analysisoriginal ↗
9 Feb 2023
A Century of Moore’s Laworiginal ↗
4 Feb 2023
TSMC 3nm FinFlex + Self-Aligned Contacts, Intel EMIB 3 + Foveros Direct, AMD Yield Issues, IBM Vertical Transport FET (VTFET) + RU Interconnects, CFET, Sequential Stacking, Samsung Yield, and moreoriginal ↗
2 Feb 2023
Intel Cuts Pay For Employees To Keep Their Quarterly Dividendoriginal ↗
1 Feb 2023
The Gaps In The New China Lithography Restrictions – ASML, SMEE, Nikon, Canon, EUV, DUV, ArFi, ArF Dry, KrF, and Photoresistoriginal ↗
29 Jan 2023
Semiconductor Bear Market Rally? – Inventory Analysis Of 71 Companies Over 25 Yearsoriginal ↗
27 Jan 2023
The AI Brick Wall – A Practical Limit For Scaling Dense Transformer Models, and How GPT 4 Will Break Past Itoriginal ↗
24 Jan 2023
Separating Reality from Hype – Quantum Computing Explainedoriginal ↗
18 Jan 2023
How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking – OpenAI Triton And PyTorch 2.0original ↗
16 Jan 2023
Intel Roadmap and PC TAM Update – Tone Deaf, Out Of Touch, Living In a Fantasy World, or Disconnected From Reality?original ↗
13 Jan 2023
TSMC Says They Will Sidestep The Recession – 2023 Outlook, Q4 2022 Earningsoriginal ↗
12 Jan 2023

2022

India’s Semiconductor Scam: Indian Mining Tycoon and Pro-CCP Assembly Giant Swindle India’s Semi Subsidy Programoriginal ↗
29 Dec 2022
Ventana RISC-V CPUs Beating Next Generation Intel Sapphire Rapids! – Overview of 13 RISC-V Companies, CPUs, and Ecosystemoriginal ↗
26 Dec 2022
TSMC’s 3nm Conundrum, Does It Even Make Sense? – N3 & N3E Process Technology & Cost Detailedoriginal ↗
21 Dec 2022
Fungible DPUs Are Dead – Acquired By Major US Cloud – Acquisition Detailsoriginal ↗
12 Dec 2022
Marvell’s Vision – Custom Silicon, CXL, DPUs, Ethernet, Optical, Telecom, Storage, Automotive, SerDes, 2025 Revenue & EPSoriginal ↗
11 Dec 2022
Samsung Backstabs The DRAM Cartel – Capital Expenditure Cuts, 130 Manufacturing Projects, 60 Companies Reportoriginal ↗
8 Dec 2022
Marvell’s Next $1B Business Is Security – Hardware Security Modules HSMsoriginal ↗
5 Dec 2022
GPT Model Training Competition Heats Up – Nvidia Has A Legitimate Challengeroriginal ↗
1 Dec 2022
Lithography Intensity And Long-Term Wafer Demandoriginal ↗
30 Nov 2022
ASML & The Semiconductor Market In 2025 & 2030original ↗
22 Nov 2022
Q3 Earnings Ends With A Bang – $NVDA $MU $KLICoriginal ↗
17 Nov 2022
Arm’s Nuclear Option – Qualcomm Must Cancel Next-Generation Products If Arm Succeedsoriginal ↗
16 Nov 2022
AMD Genoa Detailed – Architecture Makes Xeon Look Like A Dinosauroriginal ↗
10 Nov 2022
Q3 Semiconductor Roundup – $ENTG $AMD $CRUS $MPWR $POWI $ON $AMKR $ASX $GFS $QCOM $QRVO $SWKS $MKSI $ICHR $COHR $MXL $KLA $NVMI $ONTOoriginal ↗
3 Nov 2022
The Future Of Military Sensing And Communications Systems – Co-Packaged Optics Enable Converged RF Phased Arraysoriginal ↗
2 Nov 2022
The Future Of Packaging Gets Blurry – Fanouts, ABF, Organic Interposers, Embedded Bridges – Advanced Packaging Part 4original ↗
1 Nov 2022
Arm Changes Business Model – OEM Partners Must Directly License From Armoriginal ↗
28 Oct 2022
Q3 Semiconductor Roundup – $TXN $WOLF $ANET $NVDA $TER $UMC $GFS $HXSCL $INTC $STX $VECO $TPRO $ENTG $ASML $LRCX $AMAT $KLA $BESIY $SSNLF $ONTOoriginal ↗
27 Oct 2022
Caliptra – First Open-Source Silicon Going Into All Datacenter Chipsoriginal ↗
25 Oct 2022
How China’s Biren Is Attempting To Evade US Sanctionsoriginal ↗
24 Oct 2022
2023 Datacenter Outlook – AMD and Intel Revenue, ASP, and Units – Genoa Ramp Detailsoriginal ↗
17 Oct 2022
Is Arm Desperate? Qualcomm Claps Back At Arm’s Potentially Frivolous Lawsuitoriginal ↗
9 Oct 2022
China and USA Are Officially At Economic War – Technology Restriction Overvieworiginal ↗
8 Oct 2022
Amazon Web Services Infrastructure Inefficiencies Cause Cuts To Twitch Driving Creators To Google’s YouTubeoriginal ↗
5 Oct 2022
Semiconductor Fab Buildout Delays – 2023 to 2025 Wafer Fabrication Equipment Outlookoriginal ↗
3 Oct 2022
Ada Lovelace GPUs Shows How Desperate Nvidia Is – AMD RDNA 3 Cost Comparisonoriginal ↗
23 Sept 2022
SiFive Powers Google TPU, NASA, Tenstorrent, Renesas, Microchip, And Moreoriginal ↗
16 Sept 2022
Meta Discusses AI Hardware and Co-packaged Opticsoriginal ↗
15 Sept 2022
Is mmWave Adoption Stagnating? Qualcomm’s $6B Opportunity Update, $QCOM EPS Estimatesoriginal ↗
8 Sept 2022
How Onto Innovation Is Gaining Market Share From KLA – $ONTO $KLAoriginal ↗
6 Sept 2022
Astera Labs Is First To CXL Memory Pooling Silicon – Beating Marvell, Rambus, Microchip, and Montage Technologiesoriginal ↗
30 Aug 2022
Austria’s Silent Monopolies On Advanced Semiconductor Manufacturing – EV Group and IMS Nanofabricationoriginal ↗
24 Aug 2022
Beyond Advanced Packaging: Lightmatter Passage Chiplets Co-Packaged On Optical Interposeroriginal ↗
22 Aug 2022
CXL Deep Dive – Future of Composable Server Architecture and Heterogeneous Compute, Products From 20 Firms, Overview of 3.0 Standardoriginal ↗
17 Aug 2022
GlobalFoundries Stuffing Customers With High Inventory – Underweight $GFSoriginal ↗
12 Aug 2022
2022 NAND – Process Technology Comparison, China’s YMTC Shipping Densest NAND, Chips 4 Alliance, Long-term Financial Outlookoriginal ↗
12 Aug 2022
The History And Timeline Of Flash Memoryoriginal ↗
5 Aug 2022
Meet NETINT: The Startup Selling Datacenter VPUs To ByteDance, Baidu, Tencent, Alibaba, And Moreoriginal ↗
4 Aug 2022
Intel Cuts Fab Buildout by $4B To Pay Billions In Dividendsoriginal ↗
29 Jul 2022
Lynceus: Inline, Real-time, AI Based Process Control Monitoring That Can Reduce Inspection & Metrology Capexoriginal ↗
28 Jul 2022
The Dark Side Of The Semiconductor Design Renaissance – Fixed Costs Soaring Due To Photomask Sets, Verification, and Validationoriginal ↗
24 Jul 2022
China’s SMIC Is Shipping 7nm Foundry ASICsoriginal ↗
20 Jul 2022
DISCO Corporation, The World Leader In Semiconductor Capital Equipment For Cutting, Grinding, Polishingoriginal ↗
19 Jul 2022
Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysiaoriginal ↗
18 Jul 2022
ACM Research, China’s Most Successful Semiconductor Capital Equipment Provider, Wins At SK Hynix and Inteloriginal ↗
18 Jul 2022
CXL Enables Microsoft Azure To Cut Server Capital Expenditures By Hundreds Of Millions Of Dollarsoriginal ↗
7 Jul 2022
Nvidia In The Hot Seat?original ↗
29 Jun 2022
Qualcomm RFFE Update – $8B By 2025, 2023 iPhone Modem, WiFi 7 and Filter Socket Competition With Broadcom, $3B Automotive RF TAMoriginal ↗
27 Jun 2022
Can You Trust Semiconductor Capital Equipment Firms? Supply Chain Or Technology…original ↗
26 Jun 2022
Die Size And Reticle Conundrum – Cost Model With Lithography Scanner Throughputoriginal ↗
19 Jun 2022
AMD – To Infinity And Beyondoriginal ↗
17 Jun 2022
Why America Will Lose Semiconductorsoriginal ↗
13 Jun 2022
Apple M2 Die Shot and Architecture Analysis – Big Cost Increase And A15 Based IPoriginal ↗
10 Jun 2022
Packaging Developments From ECTC 2022original ↗
8 Jun 2022
Is Ampere Computing’s Cloud Native Marketing Fluff? – Siryn Ampere One 5nm Architecture, Cost Analysis, and IPO Analysisoriginal ↗
1 Jun 2022
Meteor Lake Die Shot and Architecture Analysis – Why Is Intel 4 Only A 40% Area Reduction Versus Intel 7?original ↗
26 May 2022
Turning The Titanic – How Intel Is Using Software Acquisitions And Increased Accountability To Attempt To Save The Sinking Shiporiginal ↗
18 May 2022
Marvell Acquires Tanzanite Silicon To Enable Composable Server Architectures Using CXL Based Memory Expansion And Poolingoriginal ↗
13 May 2022
Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?original ↗
30 Apr 2022
Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory!original ↗
17 Apr 2022
Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysisoriginal ↗
16 Apr 2022
Tenstorrent Blackhole, Grendel, And Buda – A Scale Out Architecture For Sparsity, Conditional Execution, And Dynamic Routingoriginal ↗
12 Apr 2022
How Nvidia’s Empire Could Be Eroded – Intel Network And Edge Has The Playbookoriginal ↗
6 Apr 2022
Short Report: Nvidia Supplier Cut Out Of Next Generation Hopper GPUs – Nvidia Represents Up To 55% of Revenueoriginal ↗
23 Mar 2022
As Moore’s Law Slows, Apple Is Forced To Use Cheaper Chipsets In Non-Pro iPhonesoriginal ↗
14 Mar 2022
GlobalFoundries Fotonix, The Leading Silicon Photonics Foundry For Co-packaged Optics And Processingoriginal ↗
9 Mar 2022
Graphcore Announces World’s First 3D Wafer On Wafer Hybrid Bond Processororiginal ↗
3 Mar 2022
Nvidia Hacked – A National Security Disasteroriginal ↗
2 Mar 2022
I, Semiconductor – The Regionalization Of Semiconductors Due To Global Supply Chain Instabilityoriginal ↗
25 Feb 2022
The Transformation of Veecooriginal ↗
20 Feb 2022
Intel Is Throwing The Kitchen Sink, But Is The Turn Around Plan Reasonable?original ↗
18 Feb 2022
Semiconductor Roundup – 2/10/2022original ↗
10 Feb 2022
Semiconductor Roundup – 2/1/2022original ↗
2 Feb 2022
Is Intel Shipping Tools Out Of US Fabs So They Can Abuse CHIPS Act Subsidies?original ↗
30 Jan 2022
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