Articles from newsletter.semianalysis.com

Articles from newsletter.semianalysis.com

TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification (newsletter.semianalysis.com)
17 days ago AI

Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026 (newsletter.semianalysis.com)
2026-2-7 GitHub

Analysis: Colossus 2, one of the world's largest AI datacenters, will use as much water/year as 2.5 average In-N-Outs, assuming only drinkable water and burgers (newsletter.semianalysis.com)
2026-1-17 AI

Highlights from IEDM 2025: 3D NAND is suddenly relevant again, interconnect metals beyond copper are emerging, 2D materials that could replace silicon, and more (newsletter.semianalysis.com)
2026-1-14

A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue (newsletter.semianalysis.com)
2026-1-12 Apple

A deep dive into co-packaged optics, long promised to transform data center connectivity, covering benefits, challenges, architecture, key companies, and more (newsletter.semianalysis.com)
2026-1-3

How AI labs are deploying on-site gas generators for power as the US electric grid struggles to keep pace with the growing demands of AI infrastructure (newsletter.semianalysis.com)
2026-1-1 AI

A technical deep dive into Amazon's Trainium3 accelerator, including its server SKUs' specifications, silicon design, power budget, and bill of materials (newsletter.semianalysis.com)
2025-12-7 Amazon Budget

An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (newsletter.semianalysis.com)
2025-12-1 Google AI Nvidia

A deep dive into Microsoft's AI strategy, including OpenAI, data center investments, neocloud renting, GitHub Copilot, MAI models, and the Maia chip (newsletter.semianalysis.com)
2025-11-13 Microsoft AI GitHub

SemiAnalysis launches InferenceMAX, an open-source benchmark that automatically tracks LLM inference performance across AI models and frameworks every night (newsletter.semianalysis.com)
2025-10-11 AI

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