GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips ...

ASML has not announced anything yet, but its patent filings, a news report and its own roadmap all suggest so. We believe it ...

SemiAnalysis has been on a five-month long quest to settle the reality of MI300X. In theory, the MI300X should be at a huge advantage over Nvidia’s H100 and H200 in terms of specifications and Total ...

Nvidia’s GB200 brings significant advances in performance via superior hardware architecture, but the deployment complexities rise dramatically. While on the face of it, Nvidia has released a standard ...

Cerebras revealed CS-4 this week, with more details to come at Hot Chips. CS-4 is their fourth-generation rack built around the same third generation 5nm wafer-scale engine: WSE-3. CS-4 doubles the ...

Tokens and burgers are not two ideas you often see paired in the same title. If you’re wondering what they could possibly have in common, stick with us for this short piece, because today we’re ...

Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors directly, reducing the need to reconstruct them through attention and feed-forward ...

ASML just hosted its annual investor day. Included in the day were many claims about the business, technology, and the semiconductor industry. If you want to learn about lithography, check out this ...

Subscription plans are still the primary way consumers and small businesses pay for AI. These plans are highly subsidized—as we previously explained in June—but can still make economic sense as ...

ASML’s EUV lithography tools are expensive... Really expensive. Each EUV tool is now approaching $170M, and you use many of them for a leading-edge semiconductor fab. In the future, the cost of each ...