Semiconductor Things™
Michael SpencerThis Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 231 | Subscribers | Read | semiconductorthings.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
OpenAI's AI Infrastructure plans, AMD Layoffs, ASML Projections, U.S. playing the "Taiwan Card" could hurt both China and Taiwan.
Crazy times are ahead for the Semiconductor supply chain at the intersection of geopolitics. Amazon Trainium 2 AI chip announcement next month. Qualcomm Earnings.
SK Hynix Boom, AMD's Poor Guidance, China's Evasive Maneuvers, Earnings coming into Focus 🔎
Apple, Australia, India, Taiwan, Japan and South Korea news, a very complicated global situation. TSMC forever! 🗿 all day long with Typhoons. ⛈️
TSMC Earnings, ASML Woes, Nvidia's Blackwell Demand, Meta's Weird Datacenter Overhaul
TSMC is the real picks and shovels of Generative AI, not Nvidia. Intel vs. Nvidia, stars fade and rise.
Cerebras is going IPO, Intel's Woes magnified, TSMC news all around~ stormy weather.
Micron's Stock surges, Huawei is coming!
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Authors
The writers behind this newsletter.
Michael is an amateur futurist with 210,000 LinkedIn followers and a 2-time LinkedIn Top Voice. Obsessed with future topics such as A.I, robotics, quantum computing, startups, investing, venture capital, business and technology trends.
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