SemiAnalysis
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory!
Samsung Electronics has a culture problem that has shaken it to its core. Samsung is slipping on all aspects of technology development including the one…
Dylan Patel
Apr 17
36
3
Share this post
Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory!
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
Why America Will Lose Semiconductors
Tangible bi-partisan solutions for solving a national security crisis.
Dylan Patel
Jun 13
73
32
Share this post
Why America Will Lose Semiconductors
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysis
In depth breakdown of Nvidia's Lovelace including architecture, die size, cost, and performance.
Dylan Patel
Apr 16
18
4
Share this post
Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysis
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
The Dark Side Of The Semiconductor Design Renaissance – Fixed Costs Soaring Due To Photomask Sets, Verification, and Validation
As the semiconductor design renaissance flourishes, fixed costs and risk soar. Semiconductors will march forward, but how many dead bodies will litter…
Dylan Patel
Jul 24
26
16
Share this post
The Dark Side Of The Semiconductor Design Renaissance – Fixed Costs Soaring Due To Photomask Sets, Verification, and Validation
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
AMD – To Infinity And Beyond
Infinity Fabric 4 and custom silicon, CDNA 3 MI300 specifications, AMD CPU area efficiency, XDNA and AIE, and 2023 EPS estimates
Dylan Patel
Jun 17
7
9
Share this post
AMD – To Infinity And Beyond
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
Meteor Lake Die Shot and Architecture Analysis – Why Is Intel 4 Only A 40% Area Reduction Versus Intel 7?
Die shot analysis shows 40% area reduction on identical structures from Intel 7 to Intel 4. Analysis on Redwood Cove and Crestmont architecture, Foveros…
Dylan Patel
May 26
2
1
Share this post
Meteor Lake Die Shot and Architecture Analysis – Why Is Intel 4 Only A 40% Area Reduction Versus Intel 7?
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
Intel Is Throwing The Kitchen Sink, But Is The Turn Around Plan Reasonable?
Deep Dive On Tower Semiconductor Fabs And IP, Intel Culture Shift, Future Product And Roadmap Competitiveness By Business Unit
Dylan Patel
Feb 18
7
6
Share this post
Intel Is Throwing The Kitchen Sink, But Is The Turn Around Plan Reasonable?
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
CXL Enables Microsoft Azure To Cut Server Capital Expenditures By Hundreds Of Millions Of Dollars
Microsoft's first generation memory pooling with CXL can significantly reduce the amount of DRAM needed for servers. Up to 25% of DRAM is stranded, and…
Dylan Patel
Jul 7
14
6
Share this post
CXL Enables Microsoft Azure To Cut Server Capital Expenditures By Hundreds Of Millions Of Dollars
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
DISCO Corporation, The World Leader In Semiconductor Capital Equipment For Cutting, Grinding, Polishing
Unique and differentiated company culture for an exceptional semicap firm
Dylan Patel
Jul 19
12
Share this post
DISCO Corporation, The World Leader In Semiconductor Capital Equipment For Cutting, Grinding, Polishing
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
Nvidia In The Hot Seat?
Intel Habana, Graphcore, Google TPU, and Nvidia A100 Compared In AI Training
Dylan Patel
Jun 29
20
16
Share this post
Nvidia In The Hot Seat?
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysia
The US will continue to lose semiconductors, not only in chip manufacturing, but also in the expertise related to tool production. Furthermore, rather…
Dylan Patel
Jul 18
19
8
Share this post
Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysia
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
As Moore’s Law Slows, Apple Is Forced To Use Cheaper Chipsets In Non-Pro iPhones
Terrifying Implications For The Semiconductor Industry
Dylan Patel
Mar 14
3
1
Share this post
As Moore’s Law Slows, Apple Is Forced To Use Cheaper Chipsets In Non-Pro iPhones
semianalysis.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts