Bridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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newsletter.semianalysis.comLatest Issues
Beijing Will Not Pace the Frontier: China’s Speed-First AI Safety Regime
AI safety is on fire.
AI safety is on fire. On 12 September 2026, Dario Amodei published an essay arguing that frontier labs must deliberately slow the pace at which they improve model capabilities. China was central to his geopolitical ar...
Anthropic Subscriptions Offer 5x+ More Value Than OpenAI
Limit testing every AI subscription plan from Anthropic, OpenAI, Meta, SpaceXSI, MiniMax, Moonshot, Z.ai, Cursor, and Cognition
Subscription plans are still the primary way consumers and small businesses pay for AI. These plans are highly...
How GLM5.3 Sparse Attention Affects HBM Memory Usage
GLM-5.3, KV Cache Offloading, HiSparse, DeepSeek Sparse Attention, IndexShare, Single-rollout Asynchronous Optimization, Cybersecurity
How Sparse Attention Affects DRAM/NAND Memory
Intel Panther Lake Teardown
Looking inside Intel 18A and Intel’s Panther Lake. A free SemiAnalysis STEEL teardown.
Panther Lake debuts the first commercial implementation of a backside power delivery network (BSPDN), introduces Intel’s first iteration of gate-all-ar...
The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model
1,000+ facilities across 60+ operators mapped, built retail-first and flipped by AI, largest hyperscaler leases 1/5 national capacity, 100MW in 12 months, Eastern Data Western Compute
China sits at the frontier of the global model race. GL...
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Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
Dashboard is life.
Writing about what I like right now - aka Semiconductors.
Analyst - Hardware, ODM
MIT
Analyst at SemiAnalysis, focused on AI and datacenters, with a strong interest in the geopolitical dynamics shaping global tech and supply chains.
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.
AI at SemiAnalysis
Analyst @SemiAnalysis. Focusing on memory and AI supply chain.
HPC
research and engineering at SemiAnalysis
Engineering and stuff.
SemiAnalysis Teardown Engineering & Evaluation lab. Tearing down and analyzing the world's most advanced hardware!
Energy @ SemiAnalysis
Member of STEEL teardown team.
STEELman
Member of STEEL teardown team
DCmaxxing
Energy Analyst at SemiAnalysis; Personal at: @Robertboswall
Undergraduate at NTU, Singapore. HPC | GPU | LLM
Schaabi Patrick
Founder and CEO, Efference
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