SemiAnalysis
Dylan Patel, Gerald Wong, Myron Xie, Daniel Nishball, Wega Chu, Jeff Koch, Jeremie Eliahou Ontiveros, Joe Ryu, 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, Ivan Chiam, Michael Chen, Clara Ee, Michelle Shen, Steven Lee, Tanj Bennett, Cam QuiliciBridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 271 | Subscribers | Read | newsletter.semianalysis.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Apple-TSMC: The Partnership That Built Modern Semiconductors
Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape
RL Environments and RL for Science: Data Foundries and Multi-Agent Architectures
Worker Automation, RL as a Service, Anthropic's next big bet, GDPval and Utility Evals, Computer Use Agents, LLMs in Biology, Mid-Training, Lab Procurement Patterns, Platform Politics and Access
Co-Packaged Optics (CPO) Book – Scaling with Light for the Next Wave of Interconnect
Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the technology to come to market, with tangible deployment-ready products only arriving in 2025.
How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive
Bring Your Own Generation, Sayonara Electric Grid, Turbines vs. Recips. vs. Fuel Cells, Why Not Build More CCGTs?, Onsite Power TCO
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Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
Call me Howie
Analyst - Hardware, ODM
Pioneering physical superintelligence \ud83d\ude80
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.
Semiconductor Process/Manufacturing Analyst
Orz
Go Semi!!
AI at SemiAnalysis
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