📰 Semi Analysis

Over 7T AI debt by 2029, There can be no Neoclouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt Needs Quantified. Nvidia's Objective is t

Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... ClusterMAX ranking coming soon?

Why the Grid Can't Keep Up, and Why that Drives Behind-The-Meter 50%+ of DCs/Year By 2028

CXMT IPO, SKHynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs

Don't Believe The Vibecoded Estimates, Go Through Every Individual Filing Instead

RL Training Infrastructure, GRPO, PipelineRL, Async RL, Policy Staleness, RL Sandbox Infra, CPU Requirements, TCO Analysis, Thinking Machines Tinker

SMIC N+3 Node Deep Dive vs TSMC N6, TechInsights Private Equity Sale, SemiAnalysis Teardown Engineering & Evaluation Lab, HiSilicon Kirin 9030, Process Technolo

Intel's woes are behind them. The heavy spending is ahead of them. Why an equity issuance in a hot equity market could make Intel so much better sooner.

Day 0 Inference Performance, InferenceX, 100x performance improvement in 26 Days, Cost per Million Tokens, Huawei 950DT Inference Trace Analysis

The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration

Why AI's increasing output is going to be one of the hardest economic measurement problems in history. AI "Dark Output" could end up being the majority of econo

Four-Phase 800VDC Transition, Power Rack Economics, SST, Equipment Content/MW Build, Supplier Implications

EDA Market size, Share, Business Models, Drivers, Changing Customer Base, Competitive Dynamics Across Synopsys, Cadence, and Siemens, China EDA, IP, Hardware, C

Microbenchmarking, tcgen05, 2SM MMA, UMMA, TMA, LDGSTS, UBLKCP, Speed of Light, Distributed Shared Memory, GPC Floorsweeps, SM Yield

Groq LP30, LPX Rack, Attention FFN Disaggregation, Oberon & Kyber Updates, Nvidia's CPO Roadmap, Vera ETL256, CMX & STX

TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner

Power prices misconception, PJM's poor market design, Capacity prices 9.3x growth,

The Artist Known as InferenceMAX. GB300 NVL72, MI355X, B200, H100, Disaggregated Serving, Wide Expert Parallelism, Large Mixture of Experts, SGLang, vLLM, TRTLL

RL and Agent Usage, Context Memory Storage, DRAM Pricing Impacts, CPU Interconnect Evolution, AMD Venice, Verano, Florence, Intel Diamond Rapids, Coral Rapids,

Pricing doubles again, Supercycle is bigger, and could last longer than you think