Bridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
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newsletter.semianalysis.comLatest Issues
Intel Should Raise Capital
Intel's woes are behind them. The heavy spending is ahead of them. Why an equity issuance in a hot equity market could make Intel so much better sooner.
We have written a lot about Intel. It’s a firm near and dear to our heart, and is the...
DeepSeekV4 1.6T Day 0 to Day 43 Performance Over Time - Huawei, GB300 NVL72, MI355X, B200
Day 0 Inference Performance, InferenceX, 100x performance improvement in 26 Days, Cost per Million Tokens, Huawei 950DT Inference Trace Analysis
The release of DeepSeek v4 marks another step forward for the open model community - unsurpris...
China's Unitree Will Dominate Global Robotics
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
We are witnessing the birth of another Chinese hardware giant. Three years ago, Unitree was a quadruped company. By last year, they parlayed quadruped d...
To Boldly Go: The Case for Space Datacenters
Orbital Compute Model Launch
Everyone has been talking about datacenters in space. Interviews given by Elon Musk in the past few months have spent lots of time on orbital compute:
AI Dark Output: The Visible Cost of Invisible Output
During the 1980s and 90s, macroeconomic data could not detect the contribution of the emerging computer revolution. Famously, Robert Solow quipped “You can see the computer age everywhere, but in the productivity statistics.” And yet, despi...
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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
Energy Quant @ ADM Investor Services | Bosch Ventures | Lineage Logistics | UC Berkeley M.E.T.
Interested in technology and markets
Robotic practitioner - RL, sim2real, VLAs
Analyst, SemiAnalysis
Intelligent Systems
test
Semiconductor Process/Manufacturing Analyst
Orz
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
research and engineering at SemiAnalysis
Engineering and stuff.
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
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