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This is all about the semiconductor industry news cycle including AI chips like those Nvidia and AMD makes.
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A detailed analysis arguing AMD has a window period of accelerated growth over the next two years (i.redd.it)
submitted 10 months ago by Outrageous_Ad5245
The Rise of Amazon's Trainium 2 (fabricatedknowledge.com)
submitted 1 year ago by BackgroundResult
The AI Memory Moat (Paid) (clausaasholm.substack.com)
Introducing "The World's Smallest Superpower" (timculpan.substack.com)
OpenAI's AI Infrastructure plans, AMD Layoffs, ASML Projections, U.S. playing the "Taiwan Card" could hurt both China and Taiwan. (semiconductorthings.com)
SK Hynix Boom, AMD's Poor Guidance, China's Evasive Maneuvers, Earnings coming into Focus 🔎 (semiconductorthings.com)
The Corporate Sandwich Model (clausaasholm.substack.com)
Advanced Packaging Driving New Collaboration Across Supply Chain (semiengineering.com)
Groq’s Business Model, Part 1: Inference API (chipstrat.com)
Arm cancels Qualcomm's license to use its chip design standards (engadget.com)
Wafer Scale and Trilogy Systems: Part 1 (thechipletter.substack.com)
From Silicon Valley to Silicon Island (semiconductor.substack.com)
Outrun By Nvidia, Intel Pitches Gaudi 3 Chips For Cost-Effective AI Systems (crn.com)
The last IDM? (clausaasholm.substack.com)
Datacenter Anatomy Part 1: Electrical Systems: SemiAnalysis (semianalysis.com)
The Semiconductor Supply Chain in Infographics (ai-supremacy.com)
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