Articles from www.semianalysis.com

Articles from www.semianalysis.com

A deep dive into “AI Neoclouds”, a new breed of cloud compute providers built to offer GPU rentals, like Crusoe, Lambda Labs, and CoreWeave, and their economics (www.semianalysis.com)
2024-10-6 AI

The Memory Wall: Past, Present, and Future of DRAM (www.semianalysis.com)
2024-9-7

How Arm, bolstered by success in architecture, licensing, and ecosystem, is looking to maintain a sustainable model by raising prices, not chasing market share (www.semianalysis.com)
2023-9-14

A look at the Huawei Kirin 9000S, the impact on Apple, Qualcomm, and MediaTek, SMIC's 7nm and future 5nm chips, and potential Western responses to curtail China (www.semianalysis.com)
2023-9-13 China Apple

A look at Intel's history as the chip industry's only major Integrated Design Manufacturer and why the approach is both a structural advantage and disadvantage (www.semianalysis.com)
2023-6-22 Intel

A look at AmpereOne, Ampere's new third-generation data center CPU, the company's first to use an in-house architecture, and its disingenuous performance claims (www.semianalysis.com)
2023-5-19

A look at the economics of Microsoft and Google inserting LLMs into search, crushing profitability and requiring massive capex, and the impact on the companies (www.semianalysis.com)
2023-2-10 Google Microsoft

Intel Cuts Pay For Employees To Keep Their Quarterly Dividend (www.semianalysis.com)
2023-2-1 Intel

How Nvidia's CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0 (www.semianalysis.com)
2023-1-16 CUDA Nvidia PyTorch

A look at India's plan to gain semiconductor manufacturing share, including via a ~$10B incentive program, the Foxconn-Vedanta joint venture's issues, and more (www.semianalysis.com)
2023-1-2

A look at the ongoing Qualcomm-Arm legal dispute, as Qualcomm claims Arm plans to stop licensing its CPUs to semiconductor companies after 2024 (www.semianalysis.com)
2022-10-28

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