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 | 220 | Subscribers | Read | semianalysis.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructure
Gigawatt Clusters, Telecom Networking, Long Haul Fiber, Hierarchical & Asynchronous SGD, Distributed Infrastructure WinnersGigawatt Clusters, Telecom Networking, Long Haul Fiber, Hierarchical & Asynchronous SGD, Distributed Infrastructure W...
The Memory Wall: Past, Present, and Future of DRAM
Winners & Losers in the 3D DRAM Revolution
Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
MGX GB200A NVL36, B102, B20, CoWoS-L, CoWoS-S, GB200A NVL64, ConnectX-8, Liquid Cooling vs Air Cooling, NVLink Backplane, PCB, CCL, Substrate, BMC, Power Delivery
GB200 Hardware Architecture - Component Supply Chain & BOM
Hyperscale customization, NVLink Backplane, NVL36, NVL72, NVL576, PCIe Retimers, Switches, Optics, DSP, PCB, InfiniBand/Ethernet, Substrate, CCL, CDU, Sidecar, PDU, VRM, Busbar, Railkit, BMC
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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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