Hacker News
- Intel's 14A Magic Bullet: Directed Self-Assembly (DSA) https://www.semianalysis.com/p/intels-14a-magic-bullet-directed 8 comments
- CXL Is Dead in the AI Era https://www.semianalysis.com/p/cxl-is-dead-in-the-ai-era 2 comments
- AMD MI300 performance – Faster than H100, but how much? https://www.semianalysis.com/p/amd-mi300-performance-faster-than 85 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
- Google Gemini Eats the World https://www.semianalysis.com/p/google-gemini-eats-the-world-gemini 21 comments
- AMD MI300: AI Performance, Volumes, Customers, Cost, IO, Networking, Software https://www.semianalysis.com/p/amd-mi300-taming-the-hype-ai-performance 2 comments
- AI Server Cost Analysis – Memory Is the Biggest Loser https://www.semianalysis.com/p/ai-server-cost-analysis-memory-is 2 comments
- Google “We have no moat, and neither does OpenAI” https://www.semianalysis.com/p/google-we-have-no-moat-and-neither 1039 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
- Semianlaysis - Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda https://www.semianalysis.com/p/nvidia-b100-b200-gb200-cogs-pricing 18 comments hardware
- SemiAnalysis: "Intel GenAI For Yield, TSMC CFET & 3D Stacking, AMD 3D Device Modeling, Applied Materials Material Innovation, SK Hynix HBM 4, Micron 3D DRAM & FeRAM, Hybrid Bonding vs TCB - IEDM 2023" https://www.semianalysis.com/p/intel-genai-for-yield-tsmc-cfet-and 17 comments hardware
- AMD MI300 Performance - Faster Than H100, But How Much? https://www.semianalysis.com/p/amd-mi300-performance-faster-than 3 comments hardware
- Microsoft Swallows OpenAI’s Core Team – GPU Capacity, Incentive Structure, Intellectual Property, OpenAI Rump State https://www.semianalysis.com/p/microsoft-swallows-openais-core-team?r=8nfry 45 comments artificial
- 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
- [Semianalysis] Intel Cuts Pay For Employees To Keep Their Quarterly Dividend https://www.semianalysis.com/p/intel-cuts-pay-for-employees-to-keep 82 comments intel
- Intel Cuts Pay For Employees To Keep Their Quarterly Dividend https://www.semianalysis.com/p/intel-cuts-pay-for-employees-to-keep 2 comments economy
- Intel Cuts Pay For Employees To Keep Their Quarterly Dividend https://www.semianalysis.com/p/intel-cuts-pay-for-employees-to-keep 3 comments economy
- 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
- Samsung Backstabs The DRAM Cartel – Capital Expenditure Cuts, 130 Manufacturing Projects, 60 Companies Report https://www.semianalysis.com/p/samsung-backstabs-the-dram-cartel 6 comments hardware
- Arm’s Nuclear Option – Qualcomm Must Cancel Next-Generation Products If Arm Succeeds https://www.semianalysis.com/p/arms-nuclear-option-qualcomm-must 10 comments riscv
- SemiAnalysis: "Arm's Nuclear Option – Qualcomm Must Cancel Next-Generation Products If Arm Succeeds" https://www.semianalysis.com/p/arms-nuclear-option-qualcomm-must 46 comments hardware
- Arm Changes Business Model – OEM Partners Must Directly License From Arm https://www.semianalysis.com/p/arm-changes-business-model-oem-partners 5 comments programming
- Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory! https://www.semianalysis.com/p/samsung-electronics-cultural-issues 4 comments technology
- SemiAnalysis: Arm Changes Business Model – OEM Partners Must Directly License From Arm https://www.semianalysis.com/p/arm-changes-business-model-oem-partners 274 comments android
- SemiAnalysis: "Arm Changes Business Model – OEM Partners Must Directly License From Arm - No More External GPU, NPU, or ISP's Allowed In Arm-Based SOCs" https://www.semianalysis.com/p/arm-changes-business-model-oem-partners 265 comments hardware
- How China’s Biren Is Attempting To Evade US Sanctions https://www.semianalysis.com/p/how-chinas-biren-is-attempting-to 2 comments technology
- How China’s Biren Is Attempting To Evade US Sanctions https://www.semianalysis.com/p/how-chinas-biren-is-attempting-to 47 comments hardware