Sitemap - 2023 - SemiAnalysis
Inference Race To The Bottom - Make It Up On Volume?
ASML Dilemma: High-NA EUV is Worse vs Low-NA EUV Multi-Patterning
AMD MI300 Performance - Faster Than H100, But How Much?
GPU Cloud Economics Explained – The Hidden Truth
Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100
Nvidia's New China AI Chips Circumvent US Restrictions | H20 Faster Than H100 | Huawei Ascend 910B
AMD MI300 Ramp, GPT-4 Performance, ASP & Volumes
Wafer Wars: Deciphering Latest Restrictions On AI And Semiconductor Manufacturing
Going Vertical: Gate All Around, 3D DRAM, 3D NAND - Kokusai Electric IPO
Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E
AI Doomer vs Techno-Optimist: Social Fabric, AI Girlfriends, Mass Media
Amazon Anthropic: Poison Pill or Empire Strikes Back
Nvidia Buys Illumina? The AI Foundry for Healthcare – The Hardware of Life
Arm and a Leg: Arm's Quest To Extract Their True Value
China AI & Semiconductors Rise: US Sanctions Have Failed
TPUv5e: The New Benchmark in Cost-Efficient Inference and Training for <200B Parameter Models
Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration
Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors
Nvidia's Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes
Nvidia’s Ramp – Volume, ASP, Cloud Pricing, Margins, EPS, Cashflow, China, Competition
Energizing AI: Power Delivery Competition Heats Up Vicor, MPS, Delta, ADI, Renesas
AI Expansion - Supply Chain Analysis For CoWoS And HBM
GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE
AI Capacity Constraints - CoWoS and HBM Supply Chain
AMD AI Software Solved – MI300X Pricing, Performance, PyTorch 2.0, FlashAttention, OpenAI Triton
Tesla AI Capacity Expansion – H100, Dojo D1, D2, HW 4.0, X.AI, Cloud Service Provider
Rebuilding Intel – Foundry vs IDM Decades of Inefficiencies Unraveled
AMD MI300 – Taming The Hype – AI Performance, Volume Ramp, Customers, Cost, IO, Networking, Software
Zen 4c: AMD’s Response to Hyperscale ARM & Intel Atom
AI Server Cost Analysis – Memory Is The Biggest Loser
Nvidia’s InfiniBand Problem - Spectrum-X AI Fabric, Tomahawk-5, Jericho-3AI, Quantum-2
Meta Custom Silicon: What's Old Is New
Sound The Siryn: AmpereOne 192-Core CPU
On Device AI – Double-Edged Sword
Meta’s Bizarre AI Infrastructure Choice Costs Them $100s of Millions
Google "We Have No Moat, And Neither Does OpenAI"
Intel Emerald Rapids Backtracks on Chiplets – Design, Performance & Cost
Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture
Silicon Carbide Game-Changer: Aehr's Edge - SiC Pure Play $AEHR
Caught in the Crossfire: Short Target in the Looming US Tool Ban Saga
Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing
Google OCS Apollo: The >$3 Billion Game-Changer in Datacenter Networking
EUV Requirements Halved? Applied Materials' Sculpta Redefines Lithography And Patterning Market
Embracing Chaos: The Imperfect Art of Semiconductor Manufacturing And Lithography
Thick Cables, Thin Margins – Microsoft, Amazon, and Google Demand Overstated By $CRDO Credo
Peeling The Onion’s Layers - Large Language Models Search Architecture And Cost
The Inference Cost Of Search Disruption – Large Language Model Cost Analysis
Intel Cuts Pay For Employees To Keep Their Quarterly Dividend
Semiconductor Bear Market Rally? – Inventory Analysis Of 71 Companies Over 25 Years
Separating Reality from Hype - Quantum Computing Explained
How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0
TSMC Says They Will Sidestep The Recession – 2023 Outlook, Q4 2022 Earnings