Hacker News
- Fabricated Knoledge https://www.fabricatedknowledge.com/?r=38nbyw 1 comment
- The Data Center Is the New Compute Unit:Nvidia's Vision for System-Level Scaling https://www.fabricatedknowledge.com/p/the-data-center-is-the-new-compute 2 comments
- OpenAI Boardroom Battle: Safety First https://www.fabricatedknowledge.com/p/openai-boardroom-battle-safety-first 42 comments
- France's largest semiconductor company got nationalized in plain sight (2022) https://www.fabricatedknowledge.com/p/how-frances-largest-semiconductor 92 comments
- US Export Restrictions, Intel Layoffs, Applied Materials, and TSMC https://www.fabricatedknowledge.com/p/us-export-restrictions-intel-layoffs 106 comments
- The Rising Tide of Semiconductor Cost – It Isn't Transistory https://www.fabricatedknowledge.com/p/the-rising-tide-of-semiconductor 4 comments
- Nvidia Earnings Overview: Networking in Focus https://www.fabricatedknowledge.com/p/nvidia-earnings-overview-networking 0 comments securityanalysis
- The Data Center is the New Compute Unit [Fabricated Knowledge] https://www.fabricatedknowledge.com/p/the-data-center-is-the-new-compute 3 comments hardware
- The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling https://www.fabricatedknowledge.com/p/the-data-center-is-the-new-compute 5 comments hardware
- Intel’s PowerVia Technology could be the Turnaround https://www.fabricatedknowledge.com/p/vlsi-japan-its-better-on-the-backside 27 comments intel
- How Intel can turnaround their process https://www.fabricatedknowledge.com/p/vlsi-japan-its-better-on-the-backside 2 comments securityanalysis
- The Coming Wave of AI, and How Nvidia Dominants https://www.fabricatedknowledge.com/p/the-coming-wave-of-ai-and-how-nvidia 3 comments securityanalysis
- Intel is the Antithesis of "Smart Capital" https://www.fabricatedknowledge.com/p/intel-is-the-antithesis-of-smart 15 comments securityanalysis
- How France's Largest Semiconductor Company Got Nationalized in Plain Sight https://www.fabricatedknowledge.com/p/how-frances-largest-semiconductor 3 comments europe
- It's High Time to look at SiTime (Deep dive on SITM) https://www.fabricatedknowledge.com/p/its-high-time-to-look-at-sitime 3 comments securityanalysis
- Industry Structure: Fabs are in Favor - LTAs are the Tell https://www.fabricatedknowledge.com/p/industry-structure-fabs-are-in-favor 2 comments securityanalysis
- Intel - They are Who We Thought They Were - Share Donors https://www.fabricatedknowledge.com/p/intel-they-are-who-we-thought-they?r=qq5 16 comments securityanalysis
- Lessons from History: The 1990s Semiconductor Cycle(s) https://www.fabricatedknowledge.com/p/lessons-from-history-the-1990s-semiconductor 2 comments securityanalysis
- Fabricated Knowledge: "Backside Power Delivery and Bold Bets at Intel" https://www.fabricatedknowledge.com/p/backside-power-delivery-and-bold 8 comments hardware
- Lessons from History: The 1980s Semiconductor Cycle(s) https://www.fabricatedknowledge.com/p/history-lesson-the-1980s-semiconductor?s=w 4 comments securityanalysis
- How France's Largest Semiconductor Company Got Stolen in Plain Sight https://www.fabricatedknowledge.com/p/how-frances-largest-semiconductor 2 comments securityanalysis
- How France's Largest Semiconductor Company Got Stolen in Plain Sight https://www.fabricatedknowledge.com/p/how-frances-largest-semiconductor 5 comments technology
- How France's Largest Semiconductor Company Got Stolen in Plain Sight https://www.fabricatedknowledge.com/p/how-frances-largest-semiconductor 5 comments hardware
- TSMC Earnings - The Handoff from Mobile to HPC https://www.fabricatedknowledge.com/p/tsmc-earnings-the-handoff-from-mobile 2 comments securityanalysis
- Intel’s Mobileye Stub and Semiconductor Positioning https://www.fabricatedknowledge.com/p/intels-mobileye-stub-and-positioning 3 comments securityanalysis
- Rising Tide of Semiconductor Costs https://www.fabricatedknowledge.com/p/the-rising-tide-of-semiconductor 7 comments securityanalysis
- Fabricated Knowledge: "The Rising Tide of Semiconductor Cost" https://www.fabricatedknowledge.com/p/the-rising-tide-of-semiconductor 3 comments hardware
Linking pages
- Why Nvidia Keeps Winning: The Rise of an AI Giant https://www.chinatalk.media/p/why-nvidia-keeps-winning-the-rise 277 comments
- China AI & Semiconductors Rise: US Sanctions Have Failed https://www.semianalysis.com/p/china-ai-and-semiconductors-rise 122 comments
- The Semiconductor Bust. Still Coming? - by Jon Y https://asianometry.substack.com/p/the-semiconductor-bust-still-coming 73 comments
- The Rise and Peak of Japanese Semiconductors - by Jon Y https://asianometry.substack.com/p/the-rise-and-peak-of-japanese-semiconductors 34 comments
- The Rise and Peak of Japanese Semiconductors - by Jon Y https://www.asianometry.com/p/the-rise-and-peak-of-japanese-semiconductors 4 comments
- Where The Real Chip Shortage Is - by Jon Y https://asianometry.substack.com/p/where-the-real-chip-shortage-is 0 comments
- Doug from Fabricated Knowledge on the Semis industry and his $RMBS thesis (Podcast #112) https://yetanothervalueblog.substack.com/p/doug-from-fabricated-knowledge-on?s=r 0 comments
- How much the top 25 paid Technology Substack Publications are making https://nextbignewsletter.substack.com/p/how-much-the-top-25-paid-technology 0 comments
- Huawei’s Breakthrough: The Strategic Implications https://www.chinatalk.media/p/huaweis-breakthrough-the-strategic 0 comments
- New Export Controls! SemiAnalysis, Fabricated Knowledge, and Asianometry Weigh In https://www.chinatalk.media/p/new-sexport-controls-semianalysis?isFreemail=true&post_id=138116717&publication_id=4220&r=6gq23 0 comments
- 🔥 Top AI Newsletters of 2024 on Substack https://aisupremacy.substack.com/p/top-ai-newsletters-of-2024-on-substack 0 comments
- An Interview with Tony Pialis, CEO and Founder of Alphawave https://www.fabricatedknowledge.com/p/an-interview-with-tony-pialis-ceo 0 comments