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1.

Arm China Has Gone Rogue (semianalysis.substack.com)

995 points

5 years ago

2.

Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM (semianalysis.substack.com)

343 points

4 years ago

3.

Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP (semianalysis.substack.com)

237 points

4 years ago

4.

Apple CPU Gains Grind to a Halt (semianalysis.substack.com)

87 points

5 years ago

5.

Intel Cuts Fab Buildout by $4B to Pay Billions in Dividends (semianalysis.substack.com)

81 points

4 years ago

6.

Why America Will Lose Semiconductors (semianalysis.substack.com)

53 points

4 years ago

7.

China’s SMIC Is Shipping 7nm Foundry ASICs (semianalysis.substack.com)

49 points

4 years ago

8.

As Moore’s Law slows, Apple is forced to use cheaper chipsets in non-pro iPhones (semianalysis.substack.com)

36 points

4 years ago

9.

Apple to move to RISC-V from Arm for supporting cores (semianalysis.substack.com)

15 points

4 years ago

10.

Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP (semianalysis.substack.com)

15 points

4 years ago

11.

China and USA Are Officially at Economic War – Technology Restriction Overview (semianalysis.substack.com)

14 points

4 years ago

12.

Ada Lovelace GPUs Shows How Desperate Nvidia Is (semianalysis.substack.com)

12 points

4 years ago

13.

Rivos – high performance RISC V startup (semianalysis.substack.com)

12 points

5 years ago

14.

Morgan Stanley Just Reduced TSMC’s Value by $25B (semianalysis.substack.com)

11 points

5 years ago

15.

China’s SMIC Is Shipping 7nm Foundry ASICs (semianalysis.substack.com)

11 points

4 years ago

16.

Intel Cuts Fab Buildout by $4B to Pay Billions in Dividends (semianalysis.substack.com)

10 points

4 years ago

17.

Nvidia in the Hot Seat? (semianalysis.substack.com)

10 points

4 years ago

18.

China and USA Are Officially at Economic War – Technology Restriction Overview (semianalysis.substack.com)

9 points

4 years ago

19.

TSMC, the Drug Dealer, Is Trying to Make a Junkie Out of Intel (semianalysis.substack.com)

8 points

4 years ago

20.

Austria’s Silent Monopolies on Advanced Semiconductor Manufacturing (semianalysis.substack.com)

6 points

4 years ago

21.

SiFive Powers Google TPU, NASA, Tenstorrent and More (semianalysis.substack.com)

4 points

4 years ago

22.

Graphcore Looks Like a Complete Failure in Machine Learning Training Performance (semianalysis.substack.com)

3 points

5 years ago

23.

Nvidia Hacked – A National Security Disaster (semianalysis.substack.com)

2 points

4 years ago

24.

The History and Timeline of Flash Memory (semianalysis.substack.com)

2 points

4 years ago

25.

How Intel is using software acquisitions to save the sinking ship (semianalysis.substack.com)

2 points

4 years ago

26.

Amazon Graviton 3 uses chiplets (semianalysis.substack.com)

2 points

5 years ago

27.

Google New Custom Silicon Replaces 10M Intel CPUs – Google Argos VPU (semianalysis.substack.com)

2 points

5 years ago

28.

The Dark Side of the Semiconductor Design Renaissance – Fixed Costs Soaring (semianalysis.substack.com)

2 points

4 years ago

29.

CXL Enables Microsoft Azure to Cut Server CapEx by 100s of Millions of Dollars (semianalysis.substack.com)

2 points

4 years ago

30.

Intel Exaggerates Foundry Win with QCOM/Amazon, No Deals for Manufacturing Chips (semianalysis.substack.com)

2 points

5 years ago