SemiAnalysis
Dylan Patel, Afzal Ahmad, Myron Xie, Daniel Nishball, Tanj, Wega Chu, Jeff Koch, Jeremie Eliahou Ontiveros, Chaolien Tseng, Caleb GohBridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 224 | Subscribers | Read | semianalysis.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions
Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls
Datacenter Anatomy Part 1: Electrical Systems
Meta Datacenter Scrapped, Vertiv, Schneider Electric, Eaton, Datacenter Bill Of Materials By Component, Transformers, Switchgear, Redundancy, UPS, ATS, OCP Busbar, Generator Sets, Substation
AI Neocloud Playbook and Anatomy
H100 Rental Price Cuts, AI Neocloud Giants and Emerging Neoclouds, H100 Cluster Bill of Materials and Cluster Deployment, Day to Day Operations, Cost Optimizations, Cost of Ownership and Returns
Clash of the Foundries: Gate All Around + Backside Power at 2nm
Fab Cost, WFE Implications, Backside Power Details
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Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
Easily bored, always learning something new.
China/Taiwan semiconductor analyst
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