Semiconductor Reports ™
Michael SpencerSemiconductor Reports ™ is for deep dives into the semiconductor and AI chip industry specializing in Taiwan affairs. It is the higher tier of my Newsletter Semiconductor Things.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 128 | Founded | 5 years ago | Last Issue | a year ago |
| Active | |||||
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semiconductorreports.comLatest Issues
Trump's "Humain" AI Middle East Visit
Weird deals just went down. New powers emerge as AI arms race accelerates with more regions taking their place.
Welcome Back!
Huawei and SMIC gain as U.S. Chip Export Controls tighten
Ascend 910D coming in May, 2025, may compete favorably with H100.
Good Morning,
What is Google's Ironwood AI accelerator chip?
BigTech in-house chips are coming to fruition for the Age of Inference and era of Agents. BigTech Clouds are boasting their own chips as they mature for a new era of functional and useful AI.
Hey Everyone,
Apple $500 Billion Manufacturing Pledge
Good Morning,
Apple is making OpenAI’s Stargate datacenter project look downright selfish and small. Some breaking news for you today:
Apple’s commitment to spend $500 Billion in the next four years sounds a bit like the BigTech capex b...
How Intel Falls
Trump, Broadcom and TSMC. The rise of American leveraged chip consortiums.
Good Morning,
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The writers behind this newsletter.
\ud83c\uddf9\ud83c\uddfc /\ud83c\udde8\ud83c\udde6 Analyst, curator, researcher and emerging tech observer. I'm obsessed with with future topics such as A.I, robotics, quantum computing, startups, investing, venture capital, business and technology trends. Self-made, no PhD. Strong opinions.
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