Submissions from semianalysis.substack.com

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