| | China and USA Are Officially at Economic War – Technology Restriction Overview (semianalysis.substack.com) |
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14 points by rjzzleep on Oct 16, 2022 | past | 1 comment
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| | China and USA Are Officially at Economic War – Technology Restriction Overview (semianalysis.substack.com) |
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9 points by throwaway4good on Oct 8, 2022 | past
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| | Ada Lovelace GPUs Shows How Desperate Nvidia Is (semianalysis.substack.com) |
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12 points by darkteflon on Sept 23, 2022 | past | 2 comments
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| | The History and Timeline of Flash Memory (semianalysis.substack.com) |
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2 points by type0 on Sept 17, 2022 | past | 1 comment
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| | Apple to move to RISC-V from Arm for supporting cores (semianalysis.substack.com) |
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15 points by CharlesW on Sept 16, 2022 | past | 13 comments
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| | SiFive Powers Google TPU, NASA, Tenstorrent and More (semianalysis.substack.com) |
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4 points by klelatti on Sept 16, 2022 | past
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| | Austria’s Silent Monopolies on Advanced Semiconductor Manufacturing (semianalysis.substack.com) |
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6 points by mendelmaleh on Aug 26, 2022 | past
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| | Intel Cuts Fab Buildout by $4B to Pay Billions in Dividends (semianalysis.substack.com) |
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81 points by winterismute on July 30, 2022 | past | 47 comments
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| | Intel Cuts Fab Buildout by $4B to Pay Billions in Dividends (semianalysis.substack.com) |
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10 points by ceohockey60 on July 29, 2022 | past | 2 comments
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| | The Dark Side of the Semiconductor Design Renaissance – Fixed Costs Soaring (semianalysis.substack.com) |
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2 points by WithinReason on July 25, 2022 | past
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| | China’s SMIC Is Shipping 7nm Foundry ASICs (semianalysis.substack.com) |
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11 points by throwaway4good on July 21, 2022 | past
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| | China’s SMIC Is Shipping 7nm Foundry ASICs (semianalysis.substack.com) |
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49 points by sblank on July 20, 2022 | past | 18 comments
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| | CXL Enables Microsoft Azure to Cut Server CapEx by 100s of Millions of Dollars (semianalysis.substack.com) |
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2 points by otoburb on July 7, 2022 | past
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| | Nvidia in the Hot Seat? (semianalysis.substack.com) |
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10 points by ingve on June 29, 2022 | past
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| | Why America Will Lose Semiconductors (semianalysis.substack.com) |
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53 points by klelatti on June 13, 2022 | past | 14 comments
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| | Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP (semianalysis.substack.com) |
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15 points by tosh on June 10, 2022 | past
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| | Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP (semianalysis.substack.com) |
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237 points by yurisagalov on June 10, 2022 | past | 199 comments
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| | How Intel is using software acquisitions to save the sinking ship (semianalysis.substack.com) |
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2 points by klelatti on May 18, 2022 | past | 1 comment
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| | A Chip Off the Old Block? New RISC-V Startup Garners Many Senior CPU Architects (semianalysis.substack.com) |
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1 point by marcodiego on April 29, 2022 | past
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| | Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM (semianalysis.substack.com) |
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343 points by craigjb on April 17, 2022 | past | 221 comments
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| | How Nvidia’s Empire Could Be Eroded – Intel Network and Edge Has the Playbook (semianalysis.substack.com) |
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1 point by transpute on April 6, 2022 | past
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| | As Moore’s Law slows, Apple is forced to use cheaper chipsets in non-pro iPhones (semianalysis.substack.com) |
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36 points by nixass on March 14, 2022 | past | 62 comments
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| | Nvidia Hacked – A National Security Disaster (semianalysis.substack.com) |
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2 points by gscott on March 4, 2022 | past | 3 comments
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| | TSMC, the Drug Dealer, Is Trying to Make a Junkie Out of Intel (semianalysis.substack.com) |
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8 points by carlycue on Dec 25, 2021 | past | 1 comment
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| | Amazon Graviton 3 uses chiplets (semianalysis.substack.com) |
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2 points by klelatti on Dec 2, 2021 | past | 1 comment
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| | Apple CPU Gains Grind to a Halt (semianalysis.substack.com) |
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87 points by vecio on Sept 15, 2021 | past | 44 comments
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| | Rivos – high performance RISC V startup (semianalysis.substack.com) |
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12 points by dharma1 on Sept 15, 2021 | past
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| | Tesla Dojo – Chip Design Allow an Order Magnitude Advantage over Competing AI (semianalysis.substack.com) |
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1 point by nimfan on Aug 28, 2021 | past
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| | Morgan Stanley Just Reduced TSMC’s Value by $25B (semianalysis.substack.com) |
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11 points by JoachimS on Aug 28, 2021 | past | 2 comments
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| | Arm China Has Gone Rogue (semianalysis.substack.com) |
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995 points by xbmcuser on Aug 27, 2021 | past | 639 comments
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More |
