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1.

Arm China Has Gone Rogue

semianalysis.substack.com

5 years ago

995 points

2.

Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

semianalysis.substack.com

4 years ago

343 points

3.

Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

semianalysis.substack.com

4 years ago

237 points

4.

Apple CPU Gains Grind to a Halt

semianalysis.substack.com

5 years ago

87 points

5.

Intel Cuts Fab Buildout by $4B to Pay Billions in Dividends

semianalysis.substack.com

4 years ago

81 points

6.

Why America Will Lose Semiconductors

semianalysis.substack.com

4 years ago

53 points

7.

China’s SMIC Is Shipping 7nm Foundry ASICs

semianalysis.substack.com

4 years ago

49 points

8.

As Moore’s Law slows, Apple is forced to use cheaper chipsets in non-pro iPhones

semianalysis.substack.com

4 years ago

36 points

9.

Apple to move to RISC-V from Arm for supporting cores

semianalysis.substack.com

4 years ago

15 points

10.

Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

semianalysis.substack.com

4 years ago

15 points

11.

China and USA Are Officially at Economic War – Technology Restriction Overview

semianalysis.substack.com

4 years ago

14 points

12.

Ada Lovelace GPUs Shows How Desperate Nvidia Is

semianalysis.substack.com

4 years ago

12 points

13.

Rivos – high performance RISC V startup

semianalysis.substack.com

5 years ago

12 points

14.

Morgan Stanley Just Reduced TSMC’s Value by $25B

semianalysis.substack.com

5 years ago

11 points

15.

China’s SMIC Is Shipping 7nm Foundry ASICs

semianalysis.substack.com

4 years ago

11 points

16.

Intel Cuts Fab Buildout by $4B to Pay Billions in Dividends

semianalysis.substack.com

4 years ago

10 points

17.

Nvidia in the Hot Seat?

semianalysis.substack.com

4 years ago

10 points

18.

China and USA Are Officially at Economic War – Technology Restriction Overview

semianalysis.substack.com

4 years ago

9 points

19.

TSMC, the Drug Dealer, Is Trying to Make a Junkie Out of Intel

semianalysis.substack.com

4 years ago

8 points

20.

Austria’s Silent Monopolies on Advanced Semiconductor Manufacturing

semianalysis.substack.com

4 years ago

6 points

21.

SiFive Powers Google TPU, NASA, Tenstorrent and More

semianalysis.substack.com

4 years ago

4 points

22.

Graphcore Looks Like a Complete Failure in Machine Learning Training Performance

semianalysis.substack.com

5 years ago

3 points

23.

Nvidia Hacked – A National Security Disaster

semianalysis.substack.com

4 years ago

2 points

24.

The History and Timeline of Flash Memory

semianalysis.substack.com

4 years ago

2 points

25.

How Intel is using software acquisitions to save the sinking ship

semianalysis.substack.com

4 years ago

2 points

26.

Amazon Graviton 3 uses chiplets

semianalysis.substack.com

5 years ago

2 points

27.

Google New Custom Silicon Replaces 10M Intel CPUs – Google Argos VPU

semianalysis.substack.com

5 years ago

2 points

28.

The Dark Side of the Semiconductor Design Renaissance – Fixed Costs Soaring

semianalysis.substack.com

4 years ago

2 points

29.

CXL Enables Microsoft Azure to Cut Server CapEx by 100s of Millions of Dollars

semianalysis.substack.com

4 years ago

2 points

30.

Intel Exaggerates Foundry Win with QCOM/Amazon, No Deals for Manufacturing Chips

semianalysis.substack.com

5 years ago

2 points