📰 Semi Analysis

The Labor Problem and Modularization to the Rescue

Agentic Kernel Generation, Improvement in Software Quality, Unstable Internal Development Clusters, Helios MI455X Production Ramp Hell, Up to 105% Discounts fro

3 bit Rubin LUT Based Tensor Core, SM140 Feynman, Rack Scale, Perf Per MegaWatt, Perf Per Dollar, Software Improvements, Public Rubin Software, PyTorch, vLLM, O

Meta Infrastructure has become bloated, with middle managers expending resources on over-engineered technology solutions that lose sight of broader organization

A top tier RL environment startup spawns out of thin air, the most aggressive compute ramp we've ever seen, 2000km+ scale-across, and some advice for Google Dee

Anthropic’s Opportunity is Theirs to Lose

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?

ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft

Was Widespread TokenMaxxing Ever Really Here?

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

Orbital Compute Model Launch

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

Or: You don’t need access to Claude Mythos to spend $10,000 in an afternoon.

Amazon’s Bedrock Mix and Anthropic Deal Terms Combine to Show Greater Operating Leverage

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