SemiAnalysis
Dylan Patel, Locuza, George Cozma, Afzal Ahmad, Gerald Wong, Sophia WisdomBridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 166 | Subscribers | Read | semianalysis.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Meta Custom Silicon: What's Old Is New
Semi-Custom Silicon For AI and Video, Roadmap, Co-Design Partners
Sound The Siryn: AmpereOne 192-Core CPU
Chiplets, Advanced Packaging, and Disingenuous Performance Claims?
On Device AI – Double-Edged Sword
Scaling limits, model size constraints, why server based AI wins, and future hardware improvements
Meta’s Bizarre AI Infrastructure Choice Costs Them $100s of Millions
Meta is paying more for the same performance at higher power.
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Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
Call me Howie
GPU kernel engineer at magic.dev
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