SemiAnalysis

4 weeks ago | semianalysis.com | Dylan Patel |Daniel Nishball |Myron Xie |Wega Chu

Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This solution competes directly with the GB200 NVL72, and in some metrics is more advanced than Nvidia’s rack scale solution. The engineering advantage is at the system level not just at the chip level, with innovation at the accelerator, networking, optics, and software layers.

1 month ago | semianalysis.com | Dylan Patel |Jeff Koch |Lithos Graphein

“Lithos Graphein” is back as a guest contributor to this report. Follow him on twitter @lithos_grapheinIf TSMC is “the most important company in the world,” according to President Trump, then EUV lithography tools are surely “the most important machines in the world.” Does that make SPIE Advanced Lithography & Patterning the most important conference in the world? Not exactly, but it’s at least a good opportunity to see the latest progress in EUV and advanced logic.

Feb 13, 2025 | semianalysis.com | Dylan Patel |Jeremie Eliahou Ontiveros |Daniel Nishball |Reyk Knuhtsen

Cluster deployments are an order of magnitude larger in scale with Gigawatt-scale datacenters coming online at full capacity much faster than most believe. As such, there are considerable design changes that Datacenter developers planning future sites must consider. We previously covered the Electrical system of Datacenters and how the rise of Generative AI is impacting datacenter design and equipment suppliers.

Feb 5, 2025 | semianalysis.com | Jeff Koch |Dylan Patel

The semiconductor industry isn’t built on overnight breakthroughs. It’s built on large leaps of progress, compounding year after year, at a higher rate than probably any other industry in history. The International Electron Device Manufacturing conference IEDM is one of the key venues where chipmakers can show off this progress. Paper topics range from commercially relevant, those that could eventually be, and others that probably won’t be but are interesting technology anyways.

Jan 31, 2025 | semianalysis.com | Dylan Patel |AJ Kourabi |Doug O'Laughlin |Reyk Knuhtsen

DeepSeek took the world by storm. For the last week, DeepSeek has been the only topic that anyone in the world wants to talk about. As it currently stands, DeepSeek daily traffic is now much higher than Claude, Perplexity, and even Gemini. But to close watchers of the space, this is not exactly “new” news. We have been talking about DeepSeek for months (each link is an example). The company is not new, but the obsessive hype is.