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Trump's "Humain" AI Middle East Visit
Weird deals just went down. New powers emerge as AI arms race accelerates with more regions taking their place.
May 20, 2025
•
Michael Spencer
7
2
Huawei and SMIC gain as U.S. Chip Export Controls tighten
Ascend 910D coming in May, 2025, may compete favorably with H100.
Apr 28, 2025
•
Michael Spencer
5
1
What is Google's Ironwood AI accelerator chip?
BigTech in-house chips are coming to fruition for the Age of Inference and era of Agents. BigTech Clouds are boasting their own chips as they mature for…
Apr 15, 2025
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Michael Spencer
5
3
Most Popular
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How Intel Falls
Feb 17, 2025
•
Michael Spencer
7
3
Eric Schmidt Drone Startup White Stork
Jan 30, 2024
•
Michael Spencer
8
3
Military AI Startups Get Alarming Boost to Funding in 2023
Nov 7, 2023
•
Michael Spencer
7
3
What is Google's Ironwood AI accelerator chip?
Apr 15, 2025
•
Michael Spencer
5
3
Sam Altman and others are investing $20 million in a startup tackling AI's energy problem
Apr 23, 2024
•
Michael Spencer
6
3
Huawei and SMIC gain as U.S. Chip Export Controls tighten
Apr 28, 2025
•
Michael Spencer
5
1
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Apple $500 Billion Manufacturing Pledge
Houston: 🍎 Patriotism is in the Air. 🤠
Feb 24, 2025
•
Michael Spencer
17
3
How Intel Falls
Trump, Broadcom and TSMC. The rise of American leveraged chip consortiums.
Feb 17, 2025
•
Michael Spencer
7
3
China will Manufacture Semiconductor Chip Giants, CXMT, ChangXin Memory Technologies
Have we been under-estimating China's ability to catch up to the world in certain kinds of chips?
Feb 12, 2025
•
Michael Spencer
3
What's Huawei got to do with DeepSeek?
DeepSeek tested the full capability of 910C AI Chips and DeepSeek's R1 and other models are suddenly on every major Cloud provider.
Feb 10, 2025
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Michael Spencer
3
1
Notes on TSMC's Earnings Call
Snippets of a memorable Quarter
Jan 16, 2025
•
Michael Spencer
11
3
Sam Altman and the Future of AI Chips
🌧️ It's raining AI.
Jul 2, 2024
•
Michael Spencer
4
1
What is Semiconductor Reports?
Balancing emerging tech with ideas about the future.
Apr 30, 2024
•
Michael Spencer
9
2
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Semiconductor Reports ™
Semiconductor Reports ™ is for deep dives into the semiconductor and AI chip industry specializing in Taiwan affairs. It is the higher tier of my Newsletter Semiconductor Things.
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