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1.
▲
Google “We have no moat, and neither does OpenAI”
semianalysis.com
1039 comments
3 years ago
klelatti
2455 points
2.
▲
Intel Cuts Employee Pay to Maintain Quarterly Dividend
semianalysis.com
286 comments
3 years ago
rz2k
376 points
3.
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Apple’s A14 Packs 134M Transistors/mm²
semianalysis.com
175 comments
6 years ago
jonbaer
314 points
4.
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America Is Missing The New Labor Economy – Robotics Part 1
semianalysis.com
419 comments
a year ago
lasermatts
268 points
5.
▲
Qualcomm says ARM to prohibit proximity of CPU and 3rd-party modules in one chip
semianalysis.com
179 comments
4 years ago
mpweiher
242 points
6.
▲
Microsoft Swallows OpenAI's Core Team – GPU Capacity, Incentives, IP
semianalysis.com
121 comments
3 years ago
rbanffy
238 points
7.
▲
CUDA Moat Still Alive
semianalysis.com
172 comments
a year ago
pella
221 points
8.
▲
How AI labs are solving the power problem
newsletter.semianalysis.com
258 comments
6 months ago
Symmetry
167 points
9.
▲
How Nvidia’s CUDA Monopoly in Machine Learning Is Breaking
semianalysis.com
70 comments
3 years ago
pella
166 points
10.
▲
The Semiconductor Heist of the Century
semianalysis.com
2 comments
5 years ago
todsacerdoti
163 points
11.
▲
An inside look at the custom CPUs in Tesla's Dojo Supercomputer
semianalysis.com
125 comments
5 years ago
gautamcgoel
155 points
12.
▲
Jensen Huang’s vision for data center dominance may destroy the Arm ecosystem
semianalysis.com
117 comments
6 years ago
kasabali
135 points
13.
▲
Intel Betting the Farm
semianalysis.com
106 comments
5 years ago
chmaynard
121 points
14.
▲
AMD MI300 performance – Faster than H100, but how much?
semianalysis.com
85 comments
3 years ago
klelatti
116 points
15.
▲
The Memory Wall: Past, Present, and Future of DRAM
semianalysis.com
27 comments
2 years ago
klelatti
106 points
16.
▲
Google "We have no moat, and neither does OpenAI" (2023)
semianalysis.com
53 comments
a year ago
shihab
95 points
17.
▲
Arm Changes Business Model – OEM Partners Must Directly License from Arm
semianalysis.com
10 comments
4 years ago
retskrad
85 points
18.
▲
The Tesla Dojo Chip Is Impressive, but There Are Some Major Technical Issues
semianalysis.com
107 comments
5 years ago
tobijkl
82 points
19.
▲
The Inference Cost of Search Disruption – Large Language Model Cost Analysis
semianalysis.com
35 comments
3 years ago
lxm
78 points
20.
▲
The Future of the Transistor
semianalysis.com
21 comments
3 years ago
kiyanwang
73 points
21.
▲
AWS Trainium3 Deep Dive – A Potential Challenger Approaching
newsletter.semianalysis.com
24 comments
7 months ago
Symmetry
71 points
22.
▲
Nvidia's Blackwell Reworked – Shipment Delays and GB200A Reworked Platforms
semianalysis.com
6 comments
2 years ago
charleshn
67 points
23.
▲
Google Gemini Eats the World
semianalysis.com
21 comments
3 years ago
toth
62 points
24.
▲
Embracing Chaos: The Imperfect Art of Semiconductor Manufacturing, Lithography
semianalysis.com
10 comments
3 years ago
rbanffy
61 points
25.
▲
AMD AI Software Solved – MI300X Pricing, Perf, PyTorch, FlashAttention, Triton
semianalysis.com
23 comments
3 years ago
another
60 points
26.
▲
The iPhone 13 Does Not Have Satellite Internet, Band N53 and Globalstar
semianalysis.com
56 comments
5 years ago
tobijkl
54 points
27.
▲
AMD Genoa Detailed – Makes Xeon Look Like a Dinosaur
semianalysis.com
1 comment
4 years ago
wmf
54 points
28.
▲
Intel's 14A Magic Bullet: Directed Self-Assembly (DSA)
semianalysis.com
8 comments
2 years ago
rbanffy
51 points
29.
▲
Claude Code Is the Inflection Point
newsletter.semianalysis.com
29 comments
4 months ago
throwaw12
50 points
30.
▲
Apple CPU Gains Grind to a Halt and the Future Looks Dim
semianalysis.com
30 comments
5 years ago
anielsen
47 points
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