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Arm and a Leg: Arm's Quest To Extract Their True Value
Cheap If They Can Charge Qualcomm-like Royalties?
Sep 14
•
Dylan Patel
,
Myron Xie
,
Afzal Ahmad
, and
Daniel Nishball
33
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Arm and a Leg: Arm's Quest To Extract Their True Value
www.semianalysis.com
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5
China AI & Semiconductors Rise: US Sanctions Have Failed
Huawei, SMIC, 7nm, H800, Domestic AI Capabilities, ASML, MediaTek, Qualcomm, Apple, RF Capabilities, Potential Sanctions
Sep 12
•
Dylan Patel
,
Afzal Ahmad
, and
Myron Xie
96
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China AI & Semiconductors Rise: US Sanctions Have Failed
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3
TPUv5e: The New Benchmark in Cost-Efficient Inference and Training for <200B Parameter Models
Latency, Performance, Fine-tuning, Scaling, and Networking
Sep 1
•
Dylan Patel
and
Aleksandar Kostovic
61
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TPUv5e: The New Benchmark in Cost-Efficient Inference and Training for <200B Parameter Models
www.semianalysis.com
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21
August 2023
Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration
Broadcom: The Silent Giant in AI Chip Revolution - Putting Numbers To It
Aug 30
•
Dylan Patel
,
Daniel Nishball
, and
Myron Xie
48
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Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration
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10
Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors
Compute Resources That Make Everyone Look GPU-Poor
Aug 28
•
Dylan Patel
and
Daniel Nishball
175
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Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors
www.semianalysis.com
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22
Nvidia's Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes
1 Supplier Is A Winner Take All, Revealing The 800G AI Head-Fakes
Aug 23
•
Dylan Patel
and
Daniel Nishball
40
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Nvidia's Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes
www.semianalysis.com
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19
Nvidia’s Ramp – Volume, ASP, Cloud Pricing, Margins, EPS, Cashflow, China, Competition
Unraveling the Mixed Signals in the Supply Chain from AI Head-Fakes
Aug 20
•
Dylan Patel
,
Myron Xie
, and
Daniel Nishball
78
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Nvidia’s Ramp – Volume, ASP, Cloud Pricing, Margins, EPS, Cashflow, China, Competition
www.semianalysis.com
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11
Energizing AI: Power Delivery Competition Heats Up Vicor, MPS, Delta, ADI, Renesas
Nvidia H100, Google TPUv5, AMD MI300, Intel Gaudi3/PVC, Cerebras WSE2
Aug 1
•
Dylan Patel
,
Myron Xie
,
Gerald Wong
, and
George Cozma
50
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Energizing AI: Power Delivery Competition Heats Up Vicor, MPS, Delta, ADI, Renesas
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6
July 2023
AI Expansion - Supply Chain Analysis For CoWoS And HBM
28 Upstream Suppliers Analyzed For Generative AI Torque
Jul 26
•
Dylan Patel
,
Myron Xie
, and
Gerald Wong
61
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AI Expansion - Supply Chain Analysis For CoWoS And HBM
www.semianalysis.com
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27
NAND Flash Monopoly Broken? Tokyo Electron Moly Dep + Cryo Etch Takes On Lam Research For The Future Of NAND
>$1B Billion Dollar Revenue Impact Lam Research ‘25 Revenue from Cryo Etch + Moly Dep?
Jul 16
•
Dylan Patel
,
Myron Xie
, and
Gerald Wong
31
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NAND Flash Monopoly Broken? Tokyo Electron Moly Dep + Cryo Etch Takes On Lam Research For The Future Of NAND
www.semianalysis.com
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13
GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE
Demystifying GPT-4: The engineering tradeoffs that led OpenAI to their architecture.
Jul 10
•
Dylan Patel
and
Gerald Wong
154
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GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE
www.semianalysis.com
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33
AI Capacity Constraints - CoWoS and HBM Supply Chain
Quarterly Ramp for Nvidia, Broadcom, Google, AMD, AMD Embedded (Xilinx), Amazon, Marvell, Microsoft, Alchip, Alibaba T-Head, ZTE Sanechips, Samsung…
Jul 5
•
Dylan Patel
,
Myron Xie
, and
Gerald Wong
77
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AI Capacity Constraints - CoWoS and HBM Supply Chain
www.semianalysis.com
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22
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