Bridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 324 | Founded | a year ago | Last Issue | 6 days ago |
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newsletter.semianalysis.comLatest Issues
Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses
Korea hosts a Squid Games, National AI Tournament, the best non-Chinese open source model gets eliminated, why Nvidia needs open source, implications for Hynix and Samsung
Every day, businesses and governments around the world are becoming...
Most Neoclouds Suck At Security
OpenAI vs HuggingFace, Container Escapes, Kernel Bypass, Network Policies, Security Keys, Multi-tenant Grafana, and a ClusterMAX 3.0 Preview
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OpenAI Jalapeño: Better Than Nvidia Blackwell
OpenAI’s self-designed ASIC compared with Rubin, Jalapeño’s TCO, throughput per MW, and spicy deets
OpenAI has spent the past couple years quietly building “Jalapeño,” an inference chip just announced at Hot Chips. Rumors of a successful t...
AgentX - InferenceXv3: Does CUDA Moat Hold up in Agentic Inferencing?
$3 Million USD dataset open sourced, 1 Mil+ Context Length, Multiturn, Sub Agents 95%+ KVCache HitRate, GB300 NVL72, MI355, B200
Since the Claude Code inflection point in November 2025, long-context, multi-turn agentic workloads have grown...
Are Open Models Catching Up?
Comparing open vs. closed models across the eras of frontier models
The past two months have been a breakout period for open source AI. Yes, there was the “DeepSeek moment” back in January 2025, but no one actually used R1 to do any econom...
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Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
Dashboard is life.
Writing about what I like right now - aka Semiconductors.
Call me Howie
Analyst - Hardware, ODM
Semiconductor Analyst at SemiAnalysis
MIT
AI at SemiAnalysis
Analyst @SemiAnalysis. Focusing on memory and AI supply chain.
HPC
research and engineering at SemiAnalysis
I'm an analyst at SemiAnalysis, previously with The Information and The Wall Street Journal
Hi
Energy @ SemiAnalysis
Network Analyst @ SemiAnalysis. Ex-AWS
hi
DCmaxxing
Energy Analyst at SemiAnalysis; Personal at: @Robertboswall
Undergraduate at NTU, Singapore. HPC | GPU | LLM
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