Bridging the gap between the world's most important industry, semiconductors, and business.
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newsletter.semianalysis.comLatest Issues
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Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
Call me Howie
Analyst - Hardware, ODM
Pioneering physical superintelligence \ud83d\ude80
Semiconductor Analyst at SemiAnalysis
Interested in technology and markets
Analyst at SemiAnalysis, focused on AI and datacenters, with a strong interest in the geopolitical dynamics shaping global tech and supply chains.
Robotic practitioner - RL, sim2real, VLAs
Intelligent Systems
test
Semiconductor Process/Manufacturing Analyst
Cambridge, IBM, MemBrain, OTL, Combinatorics, Borland (run times libraries, Quattro, Paradox), Microsoft (SQL Server, WinCE, .NET compact, Optima, Midori, Bing, HoloLens, Azure), Avant-Gray EBL, ECC for Rivos, SemiAnalysis staff since summer '24.
AI at SemiAnalysis
Analyst @SemiAnalysis. Focusing on memory and AI supply chain.
HPC
I'm an analyst at SemiAnalysis, previously with The Information and The Wall Street Journal
Hi
Building the AI-native EPC for data centers. The world's ability to build has fallen behind its ability to dream. We're closing that gap
hello
SemiAnalysis Teardown Engineering & Evaluation lab. Tearing down and analyzing the world's most advanced hardware!
Energy @ SemiAnalysis
semianalysis
Member of STEEL teardown team.
STEELman
Network Analyst @ SemiAnalysis. Ex-AWS
Member of STEEL teardown team
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