SemiAnalysis
Dylan Patel, Doug O'Laughlin, Gerald Wong, Myron Xie, Daniel Nishball, Wega Chu, Jeff Koch, Jeremie Eliahou Ontiveros, Joe Ryu, Sravan Kundojjala, 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 | 278 | Subscribers | Read | newsletter.semianalysis.com |
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Latest Issues
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Pricing doubles again, Supercycle is bigger, and could last longer than you think
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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
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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