Bridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
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| Issues | 289 | Founded | 8 months ago | Last Issue | 13 days ago |
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newsletter.semianalysis.comLatest Issues
Cerebras — Faster Tokens Please
// OpenAI and AWS Partnerships, Tokenomics Explainer, Architecture Deep Dive, Datacenter Ramp, Technical Roadmap
It’s been nearly 5 years since Dylan wrote a dedicated article about Cerebras in June of 2021 for the newsletter. He shipped 4...
The EDA Primer: From RTL to Silicon
Laying the Groundwork of the Current Chip Design Paradigm
AI demand has been driving the explosion in compute over the past few years, resulting in chip designs getting ever more complex, with silicon area and power per package seeing cont...
AI Value Capture - The Shift To Model Labs
A day in AI now feels like a year in any other industry. TSMC, Vera Rubin VR NVL72: V for Value
A day in AI now feels like a year in any other industry. Model releases, software breakthroughs, and hardware improvements are compressing mult...
The Coding Assistant Breakdown: More Tokens Please
Hands On With GPT 5.5, Opus 4.7, DeepSeek V4, Why Benchmarks Are Bad, and Who’s Going To Win
Since we called out the Claude Code inflection point on February 5th, we have seen a flurry of model releases. Opus, Mythos, Codex, Gemini, DeepSe...
How Much Do GPU Clusters Really Cost?
Calculating Cluster TCO, The Real Impact of Downtime, The Grand Unifying Theory Of Goodput, and a ClusterMAX 2.1 Update
Introduction: Rethinking the Total Cost of a GPU Cluster
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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
Semiconductor Analyst at SemiAnalysis
Energy Quant @ ADM Investor Services | Bosch Ventures | Lineage Logistics | UC Berkeley M.E.T.
Networking @SemiAnalysis
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
test
Formerly an analyst at SemiAnalysis. Now at Anthropic.
Orz
AI at SemiAnalysis
semi M&A+ WFE
Analyst @SemiAnalysis. Focusing on memory and AI supply chain.
HPC
research and engineering at SemiAnalysis
Engineering and stuff.
Hi
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