SemiAnalysis newsletter.semianalysis.com

Bridging the gap between the world's most important industry, semiconductors, and business.

CPUs are Back: The Datacenter CPU Landscape in 2026
newsletter.semianalysis.com
·5d·
Discuss: Hacker News
Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom
newsletter.semianalysis.com
·1w
Claude Code is the Inflection Point
newsletter.semianalysis.com
·1w·
Discuss: Hacker News, Hacker News
From Tokens to Burgers – A Water Footprint Face-Off
newsletter.semianalysis.com
·4w·
Discuss: Hacker News, r/ChatGPT
Interconnects Beyond Copper, 1,000 CFETs, SK Hynix Next-Gen NAND, 2D Materials, and More
newsletter.semianalysis.com
·4w
Apple-TSMC: The Partnership That Built Modern Semiconductors
newsletter.semianalysis.com
·5w·
Discuss: Hacker News
RL Environments and RL for Science: Data Foundries and Multi-Agent Architectures
newsletter.semianalysis.com
·5w
Co-Packaged Optics (CPO) Book – Scaling with Light for the Next Wave of Interconnect
newsletter.semianalysis.com
·6w
How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive
newsletter.semianalysis.com
·6w·
Discuss: Hacker News, Hacker News
AWS Trainium3 Deep Dive | A Potential Challenger Approaching
newsletter.semianalysis.com·10w
TSMC Overseas Fabs – A Success?
newsletter.semianalysis.com·10w·
Discuss: Hacker News, Hacker News
TPUv7: Google Takes a Swing at the King
newsletter.semianalysis.com·11w·
Discuss: Hacker News
Microsoft's AI Strategy Deconstructed - From Energy to Tokens
newsletter.semianalysis.com·13w·
Discuss: Hacker News
ClusterMAX™ 2.0: The Industry Standard GPU Cloud Rating System
newsletter.semianalysis.com·14w·
Discuss: Hacker News
Dylan Patel’s SemiAnalysis is back on Substack
newsletter.semianalysis.com·15w
How to Kill 2 Monopolies with 1 Tool
newsletter.semianalysis.com·15w·
Discuss: Hacker News
Nanoimprint Lithography: Stop Saying It Will Replace EUV
newsletter.semianalysis.com·15w·
Discuss: Hacker News
Quadruped State of The Market - Unitree, Boston Dynamics, ANYbotics, DEEP Robotics, and The Rising Application Ecosystem
newsletter.semianalysis.com·16w
InferenceMAX: Open-Source Inference Benchmarking
newsletter.semianalysis.com·18w·
Discuss: Hacker News
xAI's Colossus 2 - First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
newsletter.semianalysis.com·21w

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