SemiAnalysis
Dylan Patel, Niko Ciminelli, Myron Xie, Alec Ibarra, Cam Quilici, Ajey Pandey, Gerald Wong, Michelle Shen, Robert Ghilduta, Sravan Kundojjala, Clara Ee, Bryan Shan, Reyk Knuhtsen, DC, Jordan Nanos, Wei Zhou, Nicolas Bontigui, Steven Lee, Kimbo Chen, Jeremie Eliahou Ontiveros, Wega Chu, Tanj Bennett, Randy Chiang, Aishwarya Mahesh, Daniel Nishball, Michael Chen, Patrick Zhou, Doug, Cheang Kang Wen, Ray Wang, Ivan Chiam, Andrew Wagner, AJ Kourabi, Joe Ryu, Doug O'Laughlin, Jeff KochBridging 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
TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner
Are AI Datacenters Increasing Electric Bills for American Households?
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.
Intelligent Systems
AI at SemiAnalysis
Analyst, SemiAnalysis
Call me Howie
Robotic practitioner - RL, sim2real, VLAs
Semiconductor Analyst at SemiAnalysis
HPC
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).
Go Semi!!
Analyst - Hardware, ODM
semi M&A+ WFE
Energy Quant @ ADM Investor Services | Bosch Ventures | Lineage Logistics | UC Berkeley M.E.T.
Orz
Networking @SemiAnalysis
test
Analyst @SemiAnalysis
Semiconductor Process/Manufacturing Analyst
Formerly an analyst at SemiAnalysis. Now at Anthropic.
Pioneering physical superintelligence \ud83d\ude80
Writing about what I like right now - aka Semiconductors.
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