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The Memory Wall: Past, Present, and Future of DRAM

2 months ago semianalysis.com hardware

The Memory Wall: Past, Present, and Future of DRAM

2 months ago semianalysis.com hardware

Nvidia's Blackwell Reworked – Shipment Delays and GB200A Reworked Platforms

3 months ago semianalysis.com nvidia

Intel's 14A Magic Bullet: Directed Self-Assembly (DSA)

7 months ago semianalysis.com intel

Is Intel Back? Foundry and Product Resurgence Measured

7 months ago semianalysis.com intel

Microsoft is currently conducting the largest infrastructure buildout that humanity has ever seen.

8 months ago semianalysis.com microsoft

Microsoft is currently conducting the largest infrastructure buildout that humanity has ever seen.

8 months ago semianalysis.com microsoft

CXL Is Dead in the AI Era

8 months ago semianalysis.com ai

Groq Inference Tokenomics: Speed, but at What Cost?

9 months ago semianalysis.com

TSMC CFET and 3D Stacking, AMD 3D Device, Hynix HBM 4, Micron 3D DRAM, FeRAM

10 months ago semianalysis.com 3d amd tsmc

AMD MI300 performance – Faster than H100, but how much?

11 months ago semianalysis.com amd

Microsoft Swallows OpenAI's Core Team – GPU Capacity, Incentives, IP

12 months ago semianalysis.com gpu microsoft openai

AMD MI300 Ramp, GPT-4 Performance, Asp and Volumes

12 months ago semianalysis.com amd

Deciphering Latest Restrictions on AI and Semiconductor Manufacturing

13 months ago semianalysis.com ai

TPUv5e: New Benchmark in Cost-Efficient Inference, Training for <200B Parameter

14 months ago semianalysis.com

Google Gemini Eats the World

14 months ago semianalysis.com google

GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, Moe

16 months ago semianalysis.com

AMD AI Software Solved – MI300X Pricing, Perf, PyTorch, FlashAttention, Triton

16 months ago semianalysis.com ai amd

AI Server Cost Analysis – Memory Is the Biggest Loser

17 months ago semianalysis.com ai

Intel Emerald Rapids Backtracks on Chiplets – Design, Performance and Cost

18 months ago semianalysis.com intel

Meta’s Bizarre AI Infrastructure Choice Costs Them $100s Millions

18 months ago semianalysis.com ai meta

Google “We have no moat, and neither does OpenAI”

18 months ago semianalysis.com google openai

The Future of the Transistor

19 months ago semianalysis.com transistor

Amazon’s Cloud Crisis: How AWS Will Lose the Future of Computing

19 months ago semianalysis.com amazon aws

Google Apollo: The >$3B Game-Changer in Datacenter Networking

20 months ago semianalysis.com google networking

Embracing Chaos: The Imperfect Art of Semiconductor Manufacturing, Lithography

20 months ago semianalysis.com art

Intel Cuts Employee Pay to Maintain Quarterly Dividend

21 months ago semianalysis.com intel

The Inference Cost of Search Disruption – Large Language Model Cost Analysis

21 months ago semianalysis.com

How Nvidia’s CUDA Monopoly in Machine Learning Is Breaking

22 months ago semianalysis.com nvidia

Lithography Intensity and Long-Term Wafer Demand

23 months ago semianalysis.com

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