Hacker News
- Ada Lovelace GPUs Shows How Desperate Nvidia Is https://semianalysis.substack.com/p/ada-lovelace-gpus-shows-how-desperate 2 comments
- Intel Cuts Fab Buildout by $4B to Pay Billions in Dividends https://semianalysis.substack.com/p/intel-cuts-fab-buildout-by-4b-to 2 comments
- China’s SMIC Is Shipping 7nm Foundry ASICs https://semianalysis.substack.com/p/chinas-smic-is-shipping-7nm-foundry 18 comments
- Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP https://semianalysis.substack.com/p/apple-m2-die-shot-and-architecture 199 comments
- Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM https://semianalysis.substack.com/p/samsung-electronics-cultural-issues 221 comments
- As Moore’s Law slows, Apple is forced to use cheaper chipsets in non-pro iPhones https://semianalysis.substack.com/p/as-moores-law-slows-apple-is-forced 62 comments
- Apple CPU Gains Grind to a Halt https://semianalysis.substack.com/p/apple-cpu-gains-grind-to-a-halt-and 44 comments
- Arm China Has Gone Rogue https://semianalysis.substack.com/p/the-semiconductor-heist-of-the-century 639 comments
- Chinese Chip Companies are Fucked https://semianalysis.substack.com/p/china-and-usa-are-officially-at-economic 105 comments wallstreetbets
- SemiAnalysis: "Is Arm Desperate? Qualcomm Claps Back At Arm's Potentially Frivolous Lawsuit" https://semianalysis.substack.com/p/is-arm-desperate-qualcomm-claps-back 33 comments hardware
- Semi Analysis - Ada Lovelace GPUs Shows How Desperate Nvidia Is - AMD RDNA 3 Cost Comparison https://semianalysis.substack.com/p/ada-lovelace-gpus-shows-how-desperate 427 comments hardware
- Intel Cuts Fab Buildout by $4B To Pay Billions In Dividends https://semianalysis.substack.com/p/intel-cuts-fab-buildout-by-4b-to 47 comments intel
- The Dark Side Of The Semiconductor Design Renaissance – Fixed Costs Soaring Due To Photomask Sets, Verification, and Validation https://semianalysis.substack.com/p/the-dark-side-of-the-semiconductor 9 comments hardware
- ACM Research, China’s Most Successful Semiconductor Capital Equipment Provider, Wins At SK Hynix and Intel https://semianalysis.substack.com/p/acm-research-chinas-most-successful 3 comments intel
- Why America Will Lose Semiconductors https://semianalysis.substack.com/p/why-america-will-lose-semiconductors 7 comments technology
- Apple M2 Die Shot and Architecture Analysis – Big Cost Increase And A15 Based IP https://semianalysis.substack.com/p/apple-m2-die-shot-and-architecture?s=r 39 comments apple
- Apple M2 Die Shot and Architecture Analysis – Big Cost Increase And A15 Based IP https://semianalysis.substack.com/p/apple-m2-die-shot-and-architecture 113 comments hardware
- Meteor Lake Die Shot and Architecture Analysis – Why Is Intel 4 Only A 40% Area Reduction Versus Intel 7? https://semianalysis.substack.com/p/meteor-lake-die-shot-and-architecture?s=r 8 comments intel
- Meteor Lake Die Shot and Architecture Analysis – Why Is Intel 4 Only A 40% Area Reduction Versus Intel 7? https://semianalysis.substack.com/p/meteor-lake-die-shot-and-architecture?s=r 100 comments hardware
- Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory! https://semianalysis.substack.com/p/samsung-electronics-cultural-issues?s=r 69 comments android
- SemiAnalysis - Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysis https://semianalysis.substack.com/p/nvidia-ada-lovelace-leaked-specifications?s=r 244 comments hardware
- [Semi-Analysis] Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysis https://semianalysis.substack.com/p/nvidia-ada-lovelace-leaked-specifications?s=w 109 comments nvidia
- TSMC, The Drug Dealer, Is Trying To Make A Junkie Out Of Intel - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm https://semianalysis.substack.com/p/tsmc-the-drug-dealer-is-trying-to 13 comments intel
- Amazon Graviton 3 Uses Chiplets & Advanced Packaging To Commoditize High Performance CPUs | The First PCIe 5.0 And DDR5 Server CPU https://semianalysis.substack.com/p/amazon-graviton-3-uses-chiplets-and 29 comments hardware
- GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out https://semianalysis.substack.com/p/globalfoundries-gfs-ipo-mubadala 4 comments securityanalysis
- Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In https://semianalysis.substack.com/p/apple-cpu-gains-grind-to-a-halt-and 69 comments apple
- Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In https://semianalysis.substack.com/p/apple-cpu-gains-grind-to-a-halt-and 290 comments hardware
- Aug 27, 2021 - The Semiconductor Heist Of The Century | Arm China Has Gone Completely Rogue, Operating As An Independent Company With Inhouse IP/R&D... https://semianalysis.substack.com/p/the-semiconductor-heist-of-the-century 8 comments economics
- The Semiconductor Heist Of The Century https://semianalysis.substack.com/p/the-semiconductor-heist-of-the-century 7 comments nottheonion
- The Semiconductor Heist Of The Century | Arm China Has Gone Completely Rogue, Operating As An Independent Company With Inhouse IP/R&D https://semianalysis.substack.com/p/the-semiconductor-heist-of-the-century?amp%3Butm_medium=web&%3Butm_source=twitter 23 comments technews
- Qualcomm/MediaTek Will Beat Apple To Shipping TSMC 3nm Based Smartphone Chips https://semianalysis.substack.com/p/qualcommmediatek-will-beat-apple 20 comments apple
- Qualcomm/MediaTek Will Beat Apple To Shipping TSMC 3nm Based Smartphone Chips https://semianalysis.substack.com/p/qualcommmediatek-will-beat-apple 21 comments hardware
- Graphcore Looks Like A Complete Failure In Machine Learning Training Performance https://semianalysis.substack.com/p/graphcore-looks-like-a-complete-failure 11 comments hardware
- Micron Sells 3D X-Point Lehi, Utah Fab to Texas Instruments For $1.5B https://semianalysis.substack.com/p/micron-sells-3d-x-point-lehi-utah 17 comments hardware
- Samsung Foundry 3nm Gate All Around Process Node, 3GAE, Delayed to 2024 https://semianalysis.substack.com/p/samsung-foundry-3nm-gate-all-around 137 comments hardware
- Tenstorrent Wormhole Analysis - A Scale Out Architecture for Machine Learning That Could Put Nvidia On Their Back Foot https://semianalysis.substack.com/p/tenstorrent-wormhole-analysis-a-scale 4 comments hardware
- Rockley Photonics Will Revolutionize Healthcare By Measuring Biomarkers Such As Glucose With Lasers In The Apple Watch https://semianalysis.substack.com/p/rockley-photonics-will-revolutionize 10 comments hardware
- GlobalFoundries Is A Leading-Edge Foundry Despite Claims Otherwise https://semianalysis.substack.com/p/globalfoundries-is-a-leading-edge 32 comments hardware
- Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0 https://semianalysis.substack.com/p/intels-trojan-horse-into-the-foundry 12 comments hardware
- Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0 https://semianalysis.substack.com/p/intels-trojan-horse-into-the-foundry 4 comments intel