The latest in semiconductors: silicon, AI, processors, market trends.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
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morethanmoore.substack.comLatest Issues
An Update on the Timing Industry
When people talk about semiconductors, most of the attention goes to the visible parts of the system: the CPU, the GPU, the XPU, the DRAM, the HBM, or the networking silicon. Much less attention goes to the components that make all of that...
IBM's Spyre AI Accelerator Deep Dive
Five things you need to know before reading:
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This is not a GPU, and it is not trying to be. Spyre is a 75 W single-slot PCIe inference card, designed to fit in IBM Z and Power systems.
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Spyre is already shipping in systems. This ov...
Analyst Q&A with Cadence CEO Anirudh Devgan
Cadence has spent the last several years trying to broaden what EDA means, pushing further up the stack into system design, digital twins, robotics, and now agentic AI. But while much of the wider AI market is still debating copilots, wrapp...
Q&A with Synopsys CEO Sassine Ghazi
When people talk about the semiconductor industry, most of the attention goes to the visible parts: the chips, the process nodes, the packaging technologies, the benchmark slides, and the race for more performance per watt. Far less attenti...
An Interview with Pat Gelsinger (2026)
There are only a handful of people in the semiconductor industry who can genuinely claim to have lived through nearly every major shift in modern compute from the inside. Pat Gelsinger is one of them. His career stretches back through Intel...
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Authors
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Industry Analyst, More Than Moore. Youtube Influencer and Educator.
Former Senior Editor at AnandTech and The Register. I’m a PC hardware analyst and expert covering CPUs, GPUs, AI accelerators, semiconductors, and the silicon industry as a whole, with deep dives and no PR fluff. No hype. Just silicon.
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