Semiconductor News & Analysis Feed

Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains unchanged, after SemiAnalysispointed to manufacturing challenges in a key PCB midplane as a potential bottleneck for the Rubin Ultra platform.

Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters Over 7T AI debt by 2029, There can be no Neoclouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt Needs Quantified. Nvidia's Objective is to Broaden Compute Access DANIEL NISHBALL, CHEANG KANG WEN, ZANE FONG, AND 5 OTHERS JUL 07, 2026 ∙ PAID 140 7 9 Share Up until now the majority of A

As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits.

EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and More ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft AFZAL AHMAD, DC, GERALD WONG, AND DYLAN PATEL JUL 03, 2026 ∙ PAID 96 1 6 Share As transistor density scaling has slowed, advanced packaging has become the primary scaling vector. However, AI acceler

Bringing business to business news, views, analysis, and global ETF awards since 2006 Incorporating Wealth Adviser from 2023 Bringing you news, views and analysis since 2013Incorporating Wealth Adviser from 2023 Tema ETFs has announced an exclusive ETF partnership with SemiAnalysis, an independent research firm specialising in semiconductors and AI infrastructure, founded by Dylan Patel. Throug

This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u

China’s CXMT Is Set to Challenge DRAM Incumbents CXMT IPO, SK Hynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs RAY WANG, MYRON XIE, DYLAN PATEL, AND 3 OTHERS JUN 23, 2026 ∙ PAID 115 1 21 Share We were the first to describe the memory shortage coming from AI’s insatiable usage in reasoning and agentic flows in late 2024 on the newsletter. We have since p

SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.