Bridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
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| Issues | 304 | Founded | 9 months ago | Last Issue | 7 days ago |
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newsletter.semianalysis.comLatest Issues
TokenBudgeting: Our Conversations with Enterprises on Token Spend
Was Widespread TokenMaxxing Ever Really Here?
It’s been reported that token consumption inside of enterprises is hitting a budgeting wall after unhinged consumption earlier this year. The SemiAnalysis team talked with over 50 customers by...
US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028?
Why the Grid Can't Keep Up, and Why that Drives Behind-The-Meter 50%+ of DCs/Year By 2028
Today, the US grid is serving most datacenter load in the US, but we’re reaching a tipping point. As the insatiable demand for power of AI Labs and h...
China’s CXMT Is Set to Challenge DRAM Incumbents
CXMT IPO, SKHynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs
We were the first to describe the memory shortage coming from AI’s insatiable usage in reasoning and agentic flows in late 2024 on the...
Stop Saying Half of 2026 US Datacenter Capacity Is Canceled
Don't Believe The Vibecoded Estimates, Go Through Every Individual Filing Instead
The claim that half of 2026 US datacenter capacity will be delayed or canceled has been circulating widely across financial and social media. This traces bac...
RL Systems Mind the Gap: Matching Trainer and Generator Throughput
RL Training Infrastructure, GRPO, PipelineRL, Async RL, Policy Staleness, RL Sandbox Infra, CPU Requirements, TCO Analysis, Thinking Machines Tinker
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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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