SemiAnalysis Bridging the gap between the world's most important industry, semiconductors, and business.
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Interconnects Beyond Copper, 1,000 CFETs, SK Hynix Next-Gen NAND, 2D Materials, and More
by Gerald Wong on January 13, 2026IEDM 2025 Round-Up
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Apple-TSMC: The Partnership That Built Modern Semiconductors
by Sravan Kundojjala on January 8, 2026Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape
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RL Environments and RL for Science: Data Foundries and Multi-Agent Architectures
by AJ Kourabi on January 6, 2026Worker Automation, RL as a Service, Anthropic's next big bet, GDPval and Utility Evals, Computer Use Agents, LLMs in Biology, Mid-Training, Lab Procurement Patterns, Platform Politics and Access
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Co-Packaged Optics (CPO) Book – Scaling with Light for the Next Wave of Interconnect
by Dylan Patel on January 1, 2026Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the technology to come to market, with tangible deployment-ready products only arriving in 2025.
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How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive
by Ajey Pandey on December 30, 2025Bring Your Own Generation, Sayonara Electric Grid, Turbines vs. Recips. vs. Fuel Cells, Why Not Build More CCGTs?, Onsite Power TCO
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AWS Trainium3 Deep Dive | A Potential Challenger Approaching
by Dylan Patel on December 4, 2025NL72x2/NL32x2 Scale Up Rack Architecture, Step-Function Software & System Improvements, Optimized Perf per TCO, “Amazon Basics” GB200 NVL36x2, Astera Labs, Trainium4
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TSMC Overseas Fabs – A Success?
by Dylan Patel on December 1, 2025Why Morris Chang Said U.S. Fabs Will Fail, Wafer Cost and Economics of Taiwan vs. U.S. Fabs, TSMC Supply Chain Details
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TPUv7: Google Takes a Swing at the King
by Dylan Patel on November 28, 2025Anthropic’s 1GW+ TPUs, New customers Meta/SSI/xAI/OAI, Full Stack Review of v7 Ironwood, CUDA Moat at risk, Next Generation TPUv8AX and TPUv8X versus Vera Rubin
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Microsoft's AI Strategy Deconstructed - From Energy to Tokens
by Jeremie Eliahou Ontiveros on November 12, 2025"The Big Pause", AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot Woes, MAI and Maia Floundering
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ClusterMAX™ 2.0: The Industry Standard GPU Cloud Rating System
by Jordan Nanos on November 6, 202595% Coverage By Volume, 84 Providers Rated, 209 Providers Tracked, 140+ Customers Surveyed, 46,000 Words For Your Enjoyment
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How to Kill 2 Monopolies with 1 Tool
by Dylan Patel on October 29, 2025Substrate X-Ray Lithography, a New American Foundry, $10k Logic Wafers
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Nanoimprint Lithography: Stop Saying It Will Replace EUV
by Jeff Koch on October 26, 2025NIL basics, why it won’t replace EUV, details of Canon’s tool, possible applications
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Quadruped State of The Market - Unitree, Boston Dynamics, ANYbotics, DEEP Robotics, and The Rising Application Ecosystem
by Reyk Knuhtsen on October 20, 2025Quadrupeds Superior Scalability, Unitree's Incredible Production, Third Party Providers Introduce New Dynamics, Novel Applications And Opportunities, Unitree's Impossible BoMs, Quadruped TAMs
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InferenceMAX™: Open Source Inference Benchmarking
by Kimbo Chen on October 9, 2025NVIDIA GB200 NVL72, AMD MI355X, Throughput Token per GPU, Latency Tok/s/user, Perf per Dollar, Tokens per Provisioned Megawatt, DeepSeek R1 670B, GPTOSS 120B, Llama3 70B
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xAI's Colossus 2 - First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
by Jeremie Eliahou Ontiveros on September 16, 2025On Site Turbines, Mississippi Expansion, Solaris Energy, Can xAI afford it?, Middle East Funding, Tesla, Talent Exodus, API revenue, Consumer Growth, RL Environment
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Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
by Dylan Patel on September 10, 2025New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends
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Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
by Dylan Patel on September 8, 2025H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon
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Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
by Jeremie Eliahou Ontiveros on September 3, 2025Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models
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H100 vs GB200 NVL72 Training Benchmarks - Power, TCO, and Reliability Analysis, Software Improvement Over Time
by Dylan Patel on August 20, 2025Joules per Token, TCO Per Million Tokens, MFU, Tokens Per US Annual Household Energy Usage, DeepSeek 670B, GB200 Unreliability, Backplane Downtime
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GPT-5 Set the Stage for Ad Monetization and the SuperApp
by Doug on August 13, 2025How ChatGPT will monetize free users, Router is the Release, AIs will serve Ads, Google's moat eroded?, The shift of purchasing intent queries
