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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
•
Michael Spencer
7
Huawei and SMIC gain as U.S. Chip Export Controls tighten
Ascend 910D coming in May, 2025, may compete favorably with H100.
Apr 28
•
Michael Spencer
5
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
•
Michael Spencer
5
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How Intel Falls
Feb 17
•
Michael Spencer
7
Eric Schmidt Drone Startup White Stork
Jan 30, 2024
•
Michael Spencer
8
Military AI Startups Get Alarming Boost to Funding in 2023
Nov 7, 2023
•
Michael Spencer
7
Sam Altman and others are investing $20 million in a startup tackling AI's energy problem
Apr 23, 2024
•
Michael Spencer
6
Huawei and SMIC gain as U.S. Chip Export Controls tighten
Apr 28
•
Michael Spencer
5
What is Google's Ironwood AI accelerator chip?
Apr 15
•
Michael Spencer
5
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Apple $500 Billion Manufacturing Pledge
Houston: 🍎 Patriotism is in the Air. 🤠
Feb 24
•
Michael Spencer
17
How Intel Falls
Trump, Broadcom and TSMC. The rise of American leveraged chip consortiums.
Feb 17
•
Michael Spencer
7
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
•
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
•
Michael Spencer
3
Notes on TSMC's Earnings Call
Snippets of a memorable Quarter
Jan 16
•
Michael Spencer
11
Sam Altman and the Future of AI Chips
🌧️ It's raining AI.
Jul 2, 2024
•
Michael Spencer
4
What is Semiconductor Reports?
Balancing emerging tech with ideas about the future.
Apr 30, 2024
•
Michael Spencer
9
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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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