Nanoimprint Lithography: Stop Saying It Will Replace EUV
NIL basics, why it won’t replace EUV, details of Canon’s tool, possible applications| newsletter.semianalysis.com
NIL basics, why it won’t replace EUV, details of Canon’s tool, possible applications| newsletter.semianalysis.com
Quadrupeds Superior Scalability, Unitree's Incredible Production, Third Party Providers Introduce New Dynamics, Novel Applications And Opportunities, Unitree's Impossible BoMs, Quadruped TAMs| SemiAnalysis
On Site Turbines, Mississippi Expansion, Solaris Energy, Can xAI afford it?, Middle East Funding, Tesla, Talent Exodus, API revenue, Consumer Growth, RL Environment| SemiAnalysis
New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends| SemiAnalysis
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon| SemiAnalysis
Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models| SemiAnalysis
Joules per Token, TCO Per Million Tokens, MFU, Tokens Per US Annual Household Energy Usage, DeepSeek 670B, GB200 Unreliability, Backplane Downtime| SemiAnalysis
How ChatGPT will monetize free users, Router is the Release, AIs will serve Ads, Google's moat eroded?, The shift of purchasing intent queries| SemiAnalysis
HBM4, Custom Base Die, Shoreline Expansion, Process Flow, China Domestic Production, Samsung Qualification| SemiAnalysis
Single-Purpose Robots Automating Hundreds Of Jobs, Pick And Place With Low Autonomy Is Expensive, General-Purpose Autonomy Navigating And Inspecting Large Sites, Targeting Low-Skill Labor In Early Pilots With Promise, Autonomy Capable Of Any Task In Resea| SemiAnalysis
VLSI 2025 Roundup| SemiAnalysis
AI Datacenter Titanomachy, "The Tent", AI Data and Talent Wars, Zuck Founder Mode, Behemoth 4 Post-Mortem, OBBB Tax Windfall, AI and Reality Labs| SemiAnalysis
Traffic and User Zombification, GPU Rich Western Neoclouds, Token Economics (Tokenomics) Sets the Competitive Landscape| SemiAnalysis
Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast| SemiAnalysis
108GW Large Load Queue, Tesla Megapacks, Supercapacitors, Gigawatt-scale Batteries, PyTorch No Power Plant Blow Up| SemiAnalysis
Amdahl’s Law, Strong Scaling, Asynchronous Execution, Blackwell, Hopper, Ampere, Turing, Volta, TMA| SemiAnalysis
Software Improvement, Marketing RDFs, AMD Fostering Neocloud, MI355 is not Rack Scale, MI400 is UALoE, Not UALink| SemiAnalysis
LibFabric, Packet Spraying, Rail Optimized, Congestion Control, ECN, ACK, Flow Control, PFC, UEC Challenges| SemiAnalysis
Infrastructure Bottlenecks and Changes, Distillation, Data is a Moat, Recursive Self Improvement, o4 and o5 RL Training, China Accelerator Production| SemiAnalysis
MI300X, MI325X, H100, H200, B200, MI355X, VLLM, SGLang, TRT-LLM, ROCm CI Lack of Coverage, Inflated AMD Rental Prices| newsletter.semianalysis.com
Bridging the gap between the world's most important industry, semiconductors, and business. Click to read SemiAnalysis, by Dylan Patel, a Substack publication with hundreds of thousands of subscribers.| newsletter.semianalysis.com
NVIDIA GB200 NVL72, AMD MI355X, Throughput Token per GPU, Latency Tok/s/user, Perf per Dollar, Tokens per Provisioned Megawatt, DeepSeek R1 670B, GPTOSS 120B, Llama3 70B| newsletter.semianalysis.com
