Hacker News
- CXL Is Dead in the AI Era https://www.semianalysis.com/p/cxl-is-dead-in-the-ai-era 2 comments
- Microsoft Swallows OpenAI's Core Team – GPU Capacity, Incentives, IP https://www.semianalysis.com/p/microsoft-swallows-openais-core-team 121 comments
- China AI and Semiconductors Rise: US Sanctions Have Failed https://www.semianalysis.com/p/china-ai-and-semiconductors-rise 2 comments
- Amazon’s Cloud Crisis: How AWS Will Lose the Future of Computing https://www.semianalysis.com/p/amazons-cloud-crisis-how-aws-will 14 comments
- Amazon’s Cloud Crisis: How AWS Will Lose the Future of Computing https://www.semianalysis.com/p/amazons-cloud-crisis-how-aws-will 5 comments
- The Inference Cost of Search Disruption – Large Language Model Cost Analysis https://www.semianalysis.com/p/the-inference-cost-of-search-disruption 35 comments
- A Century of Moore’s Law https://www.semianalysis.com/p/a-century-of-moores-law 4 comments
- Intel Cuts Employee Pay to Maintain Quarterly Dividend https://www.semianalysis.com/p/intel-cuts-pay-for-employees-to-keep 286 comments
- How Nvidia’s CUDA Monopoly in Machine Learning Is Breaking https://www.semianalysis.com/p/nvidiaopenaitritonpytorch 70 comments
- TSMC’s 3nm Conundrum, Does It Even Make Sense? https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-even 3 comments
- Intel’s 14A Magic Bullet: Directed Self-Assembly (DSA) https://www.semianalysis.com/p/intels-14a-magic-bullet-directed 96 comments hardware
- [Semianalysis] Is Intel Back? Foundry & Product Resurgence Measured https://www.semianalysis.com/p/is-intel-back-foundry-and-product 9 comments hardware
- Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E https://www.semianalysis.com/p/nvidias-plans-to-crush-competition?post_id=137826061&publication_id=329241 36 comments hardware
- Zen 4c: AMD’s Response to Hyperscale ARM & Intel Atom https://www.semianalysis.com/p/zen-4c-amds-response-to-hyperscale 55 comments hardware
- Google "We Have No Moat, And Neither Does OpenAI" https://www.semianalysis.com/p/google-we-have-no-moat-and-neither 5 comments sideproject
- Google: "We Have No Moat, And Neither Does OpenAI" https://www.semianalysis.com/p/google-we-have-no-moat-and-neither 15 comments technology
- How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0 https://www.semianalysis.com/p/nvidiaopenaitritonpytorch 3 comments programming
- TSMC’s 3nm Conundrum, Does It Even Make Sense? – N3 & N3E Process Technology & Cost Detailed https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-even 31 comments hardware
- SemiAnalysis: "SiFive Powers Google TPU, NASA, Tenstorrent, Renesas, Microchip, And More" https://semianalysis.com/sifive-powers-google-tpu-nasa-tenstorrent-renesas-microchip-and-more/ 6 comments hardware
- SemiAnalysis: "Intel Cuts Fab Buildout by $4B To Pay Billions In Dividends – First Net Loss In Over 30 Years, Cutting Fab Buildouts, But "Committed To Growing The Dividend"" https://semianalysis.com/intel-cuts-fab-buildout-by-4b-to-pay-billions-in-dividends-first-net-loss-in-over-30-years-cutting-fab-buildouts-but-committed-to-growing-the-dividend/ 71 comments hardware
- SemiAnalysis: "Die Size And Reticle Conundrum – Smaller Isn't Always Better – Cost Model With Lithography Scanner Throughput" https://semianalysis.com/die-size-and-reticle-conundrum-smaller-isnt-always-better-cost-model-with-lithography-scanner-throughput/ 3 comments hardware
- SemiAnalysis: "Intel Is Throwing The Kitchen Sink, But Is The Turn Around Plan Reasonable? | Deep Dive On Tower Semiconductor Fabs And IP, Intel Culture Shift, Future Product And Roadmap Competitiveness By Business Unit" https://semianalysis.com/intel-is-throwing-the-kitchen-sink-but-is-the-turn-around-plan-reasonable-deep-dive-on-tower-semiconductor-fabs-and-ip-intel-culture-shift-future-product-and-roadmap-competitiveness-by-business/ 12 comments intel
- The Semiconductor Heist Of The Century: ARM-China Has Gone Rogue, Operating As An Independent Company With Inhouse IP/R&D https://semianalysis.com/the-semiconductor-heist-of-the-century-arm-china-has-gone-completely-rogue-operating-as-an-independent-company-with-their-own-ip/ 92 comments technology
- SemiAnalysis: "Is Intel Shipping Tools Out Of US Fabs So They Can Abuse CHIPS Act Subsidies?" https://semianalysis.com/is-intel-shipping-tools-out-of-us-fabs-so-they-can-abuse-chips-act-subsidies/ 22 comments hardware
- SemiAnalysis: "Advanced Packaging Part 3 – Intel's Curious Bet on Thermocompression Bonding, ASM Pacific, Kulicke and Soffa, and Besi TCB Tool Landscape" https://semianalysis.com/advanced-packaging-part-3-intels-curious-bet-on-thermocompression-bonding-asm-pacific-kulicke-and-soffa-and-besi-tcb-tool-landscape/ 4 comments intel
- SemiAnalysis: "TSMC Throws Down a $40B-$44B Gauntlet, Far Surpassing Intel And Samsung" https://semianalysis.com/tsmc-throws-down-a-40b-44b-gauntlet-far-surpassing-intel-and-samsung/ 96 comments hardware
- SemiAnalysis: "TSMC, The Drug Dealer, Is Trying To Make An Addicted Junkie Out Of Intel – Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm" https://semianalysis.com/tsmc-the-drug-dealer-is-trying-to-make-an-addicted-junkie-out-of-intel-wafer-supply-agreement-insights-for-amd-apple-broadcom-intel-mediatek-nvidia-and-qualcomm/ 29 comments hardware
- SemiAnalysis: "Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidies" https://semianalysis.com/intel-betting-the-farm-shrinking-business-margins-down-for-few-years-but-aggressively-investing-40b-43b-a-year-and-more-with-subsidies/ 27 comments hardware
- SemiAnalysis: "TSMC 3nm Wafer Shipments Pushed Into Q1 2023, 2.5 Years After N5 | TSMC 2nm, Samsung 2nm, And Intel 20A Battle It Out In 2025" https://semianalysis.com/tsmc-3nm-wafer-shipments-pushed-into-q1-2023-2-5-years-after-n5-tsmc-2nm-samsung-2nm-and-intel-20a-battle-it-out-in-2025/ 68 comments hardware
- SemiAnalysis: "ASML's EUV Tools Have A Throughput Problem, But Lyncean Has The Answer By Scaling EUV Light Source Power An Order Of Magnitude" https://semianalysis.com/asmls-euv-tools-have-a-throughput-problem-but-lyncean-has-the-answer-by-scaling-euv-light-source-power-an-order-of-magnitude/ 17 comments hardware
- SemiAnalysis: "GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out" https://semianalysis.com/globalfoundries-gfs-ipo-mubadala-lost-over-22-4b-now-they-are-hoping-public-markets-bail-them-out/ 13 comments hardware
- YMTC 128 Layer NAND Is The First Where China Is Technologically Competitive – SemiAnalysis https://semianalysis.com/the-impending-chinese-nand-apocalypse-ymtc-128-layer-nand-is-the-first-semiconductor-where-china-is-technologically-competitive/ 12 comments hardware
- The Tesla Dojo Chip Is Impressive, But There Are Some Major Technical Issues https://semianalysis.com/the-tesla-dojo-chip-is-impressive-but-there-are-some-major-technical-issues/ 16 comments hardware
- (Rumour) SemiAnalysis: "A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD" https://semianalysis.com/a-chip-off-the-old-block-new-risc-v-startup-garners-many-senior-cpu-architects-from-apple-google-marvell-qualcomm-intel-and-amd/ 16 comments riscv
- SemiAnalysis: "The Semiconductor Heist Of The Century | Arm China Has Gone Completely Rogue, Operating As An Independent Company With Inhouse IP/R&D" https://semianalysis.com/the-semiconductor-heist-of-the-century-arm-china-has-gone-completely-rogue-operating-as-an-independent-company-with-their-own-ip/ 305 comments hardware
- Intel Icelake Server Die Size & Floorplan Inefficiencies Revealed https://semianalysis.com/intel-icelake-server-die-size-floorplan-inefficiencies-revealed/ 10 comments intel
- Intel Icelake Server Die Size & Floorplan Inefficiencies Revealed https://semianalysis.com/intel-icelake-server-die-size-floorplan-inefficiencies-revealed/ 23 comments hardware
- Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims https://semianalysis.com/apples-a14-packs-134-million-transistors-mm2-but-falls-far-short-of-tsmcs-density-claims/ 19 comments apple
- Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company https://semianalysis.com/qualcomm-lost-the-iphone-12-mmwave-antenna-module-contract-to-a-chinese-company/ 37 comments apple
- Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem https://semianalysis.com/jensen-huangs-vision-for-data-center-dominance-will-destroy-the-arm-ecosystem/ 17 comments hardware