SemiAnalysis
Dylan Patel, Doug O'Laughlin, Gerald Wong, Myron Xie, Daniel Nishball, Wega Chu, Jeff Koch, Jeremie Eliahou Ontiveros, Sravan Kundojjala, Aishwarya Mahesh, Patrick Zhou, Cheang Kang Wen, Kimbo Chen, Reyk Knuhtsen, Wei Zhou, Ajey Pandey, Doug, AJ Kourabi, Andrew Wagner, Jordan Nanos, DC, Ivan Chiam, Michael Chen, Clara Ee, Michelle Shen, Steven Lee, Tanj Bennett, Cam Quilici, Randy Chiang, Nicolas Bontigui, Ray Wang, Bryan Shan, Alec Ibarra, Nigel ChiangBridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 283 | Subscribers | Read | newsletter.semianalysis.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Great GPU Shortage – Rental Capacity – Launching our H100 1 Year Rental Price Index
Anthropic’s Claude 4.6 Opus and Claude Code have soared in demand. Anthropic’s ARR has more than tripled in just a single quarter from $9B at the end of last year to over $30 today. Open models such as GLM and Kimi K2.5 caused open model us...
Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield
Microbenchmarking, tcgen05, 2SM MMA, UMMA, TMA, LDGSTS, UBLKCP, Speed of Light, Distributed Shared Memory, GPC Floorsweeps, SM Yield
Nvidia – The Inference Kingdom Expands
Groq LP30, LPX Rack, Attention FFN Disaggregation, Oberon & Kyber Updates, Nvidia's CPO Roadmap, Vera ETL256, CMX & STX
The Great AI Silicon Shortage
TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner
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Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
Writing about what I like right now - aka Semiconductors.
Call me Howie
Analyst - Hardware, ODM
Semiconductor Analyst at SemiAnalysis
Energy Quant @ ADM Investor Services | Bosch Ventures | Lineage Logistics | UC Berkeley M.E.T.
Networking @SemiAnalysis
Head of AIUR at SemiAnalysis, connecting the investments in AI with economic outcomes: unit economics of AI hardware systems, token unit economics (Tokenomics), and the study of AI labs (Labunomics).
Analyst, SemiAnalysis
test
Formerly an analyst at SemiAnalysis. Now at Anthropic.
Semiconductor Process/Manufacturing Analyst
Orz
Go Semi!!
AI at SemiAnalysis
semi M&A+ WFE
Analyst @SemiAnalysis
HPC
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