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 | Subscribers | Read | semiconductorreports.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
Huawei and SMIC gain as U.S. Chip Export Controls tighten
Ascend 910D coming in May, 2025, may compete favorably with H100.
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.
Apple $500 Billion Manufacturing Pledge
Good Morning,
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Authors
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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