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Huawei and SMIC gain as U.S. Chip Export Controls tighten
Ascend 910D coming in May, 2025, may compete favorably with H100.
Apr 28
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Michael Spencer
5
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Huawei and SMIC gain as U.S. Chip Export Controls tighten
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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
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Michael Spencer
5
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What is Google's Ironwood AI accelerator chip?
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February 2025
Apple $500 Billion Manufacturing Pledge
Houston: 🍎 Patriotism is in the Air. 🤠
Feb 24
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Michael Spencer
17
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Apple $500 Billion Manufacturing Pledge
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How Intel Falls
Trump, Broadcom and TSMC. The rise of American leveraged chip consortiums.
Feb 17
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Michael Spencer
7
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How Intel Falls
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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
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Michael Spencer
3
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China will Manufacture Semiconductor Chip Giants, CXMT, ChangXin Memory Technologies
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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
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Michael Spencer
3
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What's Huawei got to do with DeepSeek?
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January 2025
Notes on TSMC's Earnings Call
Snippets of a memorable Quarter
Jan 16
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Michael Spencer
11
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Notes on TSMC's Earnings Call
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November 2024
Understanding Nvidia Earnings and its long-game
GPU demand is through the roof of the world, and a company with a valuation of 3.5 Billion has suddenly appeared.
Nov 25, 2024
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Michael Spencer
2
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Understanding Nvidia Earnings and its long-game
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October 2024
What is The Great Datacenter Boom?
The semiconductor industry is going to get really important.
Oct 13, 2024
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Michael Spencer
2
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What is The Great Datacenter Boom?
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July 2024
Sam Altman and the Future of AI Chips
🌧️ It's raining AI.
Jul 2, 2024
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Michael Spencer
4
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Sam Altman and the Future of AI Chips
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April 2024
What is Semiconductor Reports?
Balancing emerging tech with ideas about the future.
Apr 30, 2024
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Michael Spencer
9
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What is Semiconductor Reports?
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Holistic gets huge $200 million for Paris AI Startup
Yet another former GDM startup in Paris gets huge funding.
Apr 30, 2024
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Michael Spencer
3
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Holistic gets huge $200 million for Paris AI Startup
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