Please turn JavaScript on
header-image

SemiAnalysis

Follow SemiAnalysis's news and updates in a matter of seconds! We will deliver any update via email, phone or you can read them from here on the site on your own news page.

You can even combine different feeds with the feed for SemiAnalysis.

Subscribing and unsubscribing is fast, easy and risk free.

The whole service is free of cost.

SemiAnalysis: SemiAnalysis | Dylan Patel | Substack

Is this your feed? Claim it!

Publisher:  Unclaimed!
Message frequency:  1.14 / week

Message History

Tokens and burgers are not two ideas you often see paired in the same title. If you’re wondering what they could possibly have in common, stick with us for this short piece, because today we’re putting them face to face in a duel over a hot topic - datacenter water usage. If you want a different perspective on what a datacenter actually consumes, plus a couple of new cool met...


Read full story

It’s an odd time in the chipmaking industry. On one hand, we are ramping into the biggest supercycle ever seen. Advanced logic, DRAM, NAND, customers can’t get enough, chipmakers can’t build capacity fast enough, and we may soon be limited by fab equipment supply. On the other hand, the rapid technology improvement in scaling, power consumption, chip cost, etc. have slowed to...


Read full story

In 2013, TSMC made a $10 billion bet on a single customer. Morris Chang committed to building 20nm capacity with uncertain economics on the promise that Apple would fill those fabs. “I bet the company, but I didn’t think I would lose,” Chang later said. He was right. Apple’s A8 chip launched in 2014, and TSMC never looked back.


Read full story

Last June, we argued that scaling RL is the critical path to unlocking further AI capabilities. As we will show, the past several months have affirmed our thesis: major capability gains are coming from ramping RL compute. Pre-training continues to see further optimizations, but the lab’s are laser focused on scaling compute for RL.

The best example of this is demonstrat...


Read full story

Co-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. In the meantime, pluggable transceivers have kept pace with networking requirements and remain the default path thanks to their relative cost-effectiveness, familiarit...


Read full story