The latest in semiconductors: silicon, AI, processors, market trends.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
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| Issues | 124 | Founded | 4 years ago | Last Issue | 3 days ago |
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morethanmoore.substack.comLatest Issues
Q&A with Micron’s VP and GM of Memory
Memory is one of the foundational technologies behind every major compute transition, and right now it is more visible than it has been in years. As AI infrastructure expands across training, inference, and large scale cloud deployments, de...
IBM Announces 0.7nm Process Node, Introduces NanoStack
This is one of our classic deep dives here at More Than Moore that we’ve made free for all our readers. If you find this work useful, please consider subscribing to the substack at any level you feel comfortable and sharing the content. Or...
LPDDR6: Samsung/SK Hynix at ISSCC 2026
Five things you need to know before reading:
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Both Samsung and SK Hynix have working LPDDR6 silicon. Just seven months after the JEDEC specification was ratified.
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The effective bandwidth at 14.4 Gbps is 38.4 GB/s per die.
*...
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...
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The writers behind this newsletter.
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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