SemiAnalysis
Dylan Patel, Doug O'Laughlin, Gerald Wong, Myron Xie, Daniel Nishball, Wega Chu, Jeff Koch, Jeremie Eliahou Ontiveros, Joe Ryu, Sravan Kundojjala, Aishwarya Mahesh, Patrick Zhou, Cheang Kang Wen, Maya Barkin, Robert Ghilduta, Kimbo Chen, Reyk Knuhtsen, Wei Zhou, Ajey Pandey, Niko Ciminelli, 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 IbarraBridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 280 | Subscribers | Read | newsletter.semianalysis.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Great AI Silicon Shortage
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Power prices misconception, PJM's poor market design, Capacity prices 9.3x growth,
Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon
Vera, Rubin, NVLink 6 Switch, ConnectX-9, BlueField-4, Spectrum-6, Seamless Cableless Compute Tray Design, Power Rack, VR NVL72 TCO and BoM
InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX
The Artist Known as InferenceMAX. GB300 NVL72, MI355X, B200, H100, Disaggregated Serving, Wide Expert Parallelism, Large Mixture of Experts, SGLang, vLLM, TRTLLM
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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
Pioneering physical superintelligence \ud83d\ude80
Semiconductor Analyst at SemiAnalysis
Energy Quant @ ADM Investor Services | Bosch Ventures | Lineage Logistics | UC Berkeley M.E.T.
Networking @SemiAnalysis
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
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
Intelligent Systems
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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