Bridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 346 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
Read this Newsletter
newsletter.semianalysis.comLatest Issues
Elon Is Doing It Again: SpaceX Will Be The World’s Biggest AI Cloud
Making 13GW in 1.5 Years A Reality, Repurposing Rocket Ship Campuses, A Datacenter at TeraFab?
We wrote at length about how SpaceX’s plans for 10GW in 2027 was feasible, paving the way for 300b+ ARR. We received a lot of pushback from folk...
GDPx: Measuring Frontier Model Capabilities Across the Most Valuable Domains
A frontier benchmark spanning RSI, hardware design, cyber, bio, finance, legal, quant trading, chip design, software engineering, materials science, and alignment
GDPx is a benchmark that covers the most valuable domains for frontier intel...
The Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout
2027 is largely locked in. 2028 is less secure: a prolonged Texas permit freeze is now the biggest single risk to the US buildout, and both parties are running on tighter rules
The 2027 datacenter boom is already being built, and next week...
Amazon’s Trainium Takes a Strike at the Training King
Trainium Best for Inference? But now good for Training too, Native Trainium PyTorch, High Quality CI, TorchTitan, GPU Impossible Profiler
Trainium has already proven itself in the realm of inference. Anthropic is running production inferen...
The Huawei-DeepSeek Symbiosis
Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend
Right before China’s national day holidays, DeepSeek released Ascend support for TileLang, DeepGEMM, DeepEP, TileKernels, FlashMLA, and DeepSel...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for SemiAnalysis.
| Subscribers | Engagement | 87 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where SemiAnalysis ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 1.8k | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #7 | |
| #1 |
Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
SemiAnalysis Teardown Engineering & Evaluation lab. Tearing down and analyzing the world's most advanced hardware!
research and engineering at SemiAnalysis
AI at SemiAnalysis
Analyst @SemiAnalysis. Focusing on memory and AI supply chain.
I'm an analyst at SemiAnalysis, previously with The Information and The Wall Street Journal
Analyst at SemiAnalysis, focused on AI and datacenters, with a strong interest in the geopolitical dynamics shaping global tech and supply chains.
Energy Analyst at SemiAnalysis; Personal at: @Robertboswall
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.
Engineering and stuff.
Member of STEEL teardown team.
STEELman
Member of STEEL teardown team
test
Call me Howie
Go Semi!!
Founder and CEO, Efference
Schaabi Patrick
MIT
Energy @ SemiAnalysis
HPC
Undergraduate at NTU, Singapore. HPC | GPU | LLM
Frequently Asked Questions
How can I access the email archive for SemiAnalysis?
You can find recent issues that have been published by SemiAnalysis on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does SemiAnalysis have?
To see how many people subscribe to SemiAnalysis, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in SemiAnalysis?
Newsletter advertising can be extremely effective when it's done right. Before you pitch SemiAnalysis as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like SemiAnalysis?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact SemiAnalysis using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to SemiAnalysis?
Scroll up to where it says Related Newsletters to see other publications like SemiAnalysis. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact SemiAnalysis?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.