The hottest Semiconductors Substack posts right now

And their main takeaways
Category
Top Technology Topics
The Chip Letter 6548 implied HN points 11 Feb 24
  1. The newsletter is introducing 'Chiplets,' shorter and more varied posts for the readers.
  2. Readers have the option to opt-in to receive 'Chiplets' in their inbox to avoid filling it with too many emails.
  3. The 'Chiplets' will cover a mix of historical and current topics in a more informal and fun way, offering a new format for readers.
SemiAnalysis 7172 implied HN points 09 Feb 24
  1. Hybrid bonding is a major innovation in semiconductor manufacturing, impacting design processes and supply chains.
  2. There are engineering challenges in bringing hybrid bonding to high volume production, with a focus on cleanliness, surface smoothness, and alignment accuracy.
  3. Wafers are bonded using advanced techniques such as wafer-to-wafer or die-to-wafer processes based on alignment accuracy, throughput, and bond yields.
More Than Moore 116 implied HN points 20 Feb 24
  1. Intel showcased high-speed 3nm silicon technology at ISSCC 2024, revealing their advancements in SERDES connectivity.
  2. SERDES links, like PCIe, have evolved over the years and can now achieve faster transfer rates through encoding advancements like PAM-4 and PAM-6.
  3. Presenting impressive silicon like the Bixby Creek chip demonstrates Intel's commitment to developing power-efficient high-speed connections and prepares IP blocks for customer use in new process nodes.
The Chip Letter 8449 implied HN points 30 Dec 23
  1. The Chip Letter had 75 posts, over 500,000 views, and gained over 7,000 new subscribers in 2023.
  2. Highlighted posts included the story of Erlang at WhatsApp, the disappearance of minicomputers, and a celebration of the 65th anniversary of the Integrated Circuit.
  3. 2024 will bring posts on the history of microcontrollers, Moore's Law, the Motorola 6800, '8-bit', GPUs, TPUs, and more, with a 20% discount available for new annual subscriptions.
The Algorithmic Bridge 201 implied HN points 13 Feb 24
  1. Altman is seeking an unprecedented $7 trillion to invest in AI infrastructure, which includes developing GPUs, energy supply improvement, and expanding data center capacity.
  2. The $7 trillion investment is meant to propel technological advancements to a level comparable to the impact of the Industrial Revolution, focusing on long-term projects over decades rather than immediate outcomes.
  3. Despite the astronomical sum, the $7 trillion investment may not seem as excessive considering the potential growth of the global economy and the transformative nature of the projects Altman aims to support.
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Philoinvestor 491 implied HN points 26 Jan 24
  1. NVIDIA's stock price increased significantly faster than its earnings, raising questions about its valuation.
  2. The launch of Chat GPT led to a surge in demand for GPUs and an uptick in NVIDIA's stock.
  3. Microsoft's $10 billion investment in Open AI and the AI hype train are contributing factors to the current market dynamics.
ChinAI Newsletter 609 implied HN points 22 Jan 24
  1. China's chip imports dropped for the first time in consecutive years due to geopolitical factors and increased demand in emerging industries like 5G and AI.
  2. China has been focusing on localizing chip production to reduce the trade deficit, with the self-sufficiency rate increasing from 16.6% in 2020 to 23.3% in 2023.
  3. In the past ten years, China's chip industry experienced significant growth, with chip imports and exports doubling in quantity and value.
ChinaTalk 637 implied HN points 04 Jan 24
  1. TikTok has defied early predictions of regulatory restrictions in the US due to vested interests and political dynamics.
  2. The splintering of cross-border VC firms like Sequoia and GGV Capital is a tangible impact of US-China relations.
  3. Chinese EVs are dominating globally, posing a challenge to traditional automakers and highlighting the US infrastructure gap.
SemiAnalysis 4040 implied HN points 14 Sep 23
  1. Arm is focusing on increasing their pricing and extracting more value from their innovative architecture and licensing model.
  2. Arm's dominance in smartphone instruction sets gives them leverage to potentially raise pricing significantly, similar to Qualcomm's successful pricing strategy.
  3. The IPO and change in business model showcase Arm's potential to boost revenues and profits by optimizing their pricing strategies and pursuing growth opportunities.
Mule’s Musings 256 implied HN points 17 Dec 23
  1. Marvell's Industry Analyst Day focused on AI and highlighted strong revenue growth expectations for the company related to AI technologies.
  2. Marvell expects significant revenue from AI in 2024, with over two billion dollars projected, driven by AI demand and server attach rates.
  3. Marvell's strategy involves leveraging networking, custom silicon, and pluggable transceivers to position themselves as a key player in the AI semiconductor market.
The Asianometry Newsletter 1861 implied HN points 05 Jul 23
  1. The semiconductor industry shifted to producing 3-D transistors like the FinFET for better control over the channels.
  2. Classical scaling involved shrinking transistor dimensions to improve performance, power, and area gains.
  3. 3-D transistor designs like FinFETs and Gate all around are pushing semiconductor technology forward, but come with added complexity and cost.
The Asianometry Newsletter 2368 implied HN points 24 May 23
  1. In the late 1980s, Japanese firms dominated the lithography market, overtaking American suppliers.
  2. The US led the early semiconductor industry, influencing chip development and government interest.
  3. Japan's VLSI project in the 1970s propelled their indigenous semiconductor industry through collaborative research and development.
The Chip Letter 3379 implied HN points 19 Mar 23
  1. Arm's success was built on strategic partnerships and a unique licensing business model.
  2. The development of Thumb instruction set allowed Arm to address code size and attract key customers like Nokia and TI.
  3. Arm's growth and financial stability were further solidified by partnerships with companies like Samsung and the creation of the StrongARM line.
The Chip Letter 2112 implied HN points 04 Jun 23
  1. Nvidia briefly joined the trillion dollar market cap club, surpassing Intel, AMD, and TSMC combined.
  2. Jensen Huang, CEO of Nvidia, gave a commencement speech while unveiling the Grace Hopper 'superchip'.
  3. Explanation on why Rosetta 2 runs so fast on Apple Silicon Macs, highlighting the engineering tradeoffs made.
More Than Moore 217 implied HN points 01 Dec 23
  1. TSMC is a leading foundry with a focus on developing cutting-edge technologies and hosting events to showcase their advancements and collaborations.
  2. TSMC's current focus is on production, including expanding fab capabilities and advancing in process nodes like N3 and N2 with improved performance and power efficiency.
  3. In addition to process nodes, TSMC is also working on advancements in memory technology like HBM3 and HBM4, as well as expanding analog design tools and focusing on 3D integration for complex chip packaging.
Liberty’s Highlights 471 implied HN points 18 Sep 23
  1. Having a creative outlet can shift your mindset and generate more ideas.
  2. Writing online is competitive, requires multiple skills, and is ruled by power laws.
  3. Nvidia is making strategic moves in cloud services, there is competition in AI chips, and TSMC's Arizona plant chips still need to be shipped to Taiwan.
More Than Moore 133 implied HN points 22 Nov 23
  1. Intel has been successful in using EUV in their Intel 4 technology
  2. The development of nodes at Intel involves extensive research, pathfinding, and process development before transferring to high-volume manufacturing
  3. Intel is progressing well with their roadmap of '5 nodes in 4 years', with Intel 4 completed and Intel 3 on track
Mule’s Musings 263 implied HN points 06 Sep 23
  1. The Taiwan AI conference had great slides and discussions on AI content and technology.
  2. There is a debunking of the 'Nvidia is a fraud' narrative, explaining reasons for recent actions by Nvidia.
  3. The complexity of internet-scale events can lead to conspiracy theories as people try to make sense of things beyond their understanding.
Mule’s Musings 256 implied HN points 13 Aug 23
  1. Chinese EV market strategy involves price cuts implying a potential price war.
  2. Chinese semiconductor firms are focusing on older technology to capitalize on the worldwide EV export surge.
  3. Western semiconductor giants are facing challenges from Chinese companies investing in the lagging edge, potentially leading to a decline in profits.
Mule’s Musings 366 implied HN points 30 May 23
  1. Large Language Models (LLMs) are powering AI applications and depend on factors like model size, training data, and computing power.
  2. Semiconductors benefit from the demand for LLMs due to their computing power requirements for training and inference, creating opportunities for companies like Nvidia.
  3. Nvidia dominates in the AI hardware market with a three-headed hydra strategy focusing on networking and systems, accelerator hardware, and software solutions.
Interconnected 230 implied HN points 10 Jul 23
  1. South Korea is facing a conundrum in the fight for semiconductor talent, treating engineers suspiciously instead of as treasures.
  2. The case of Choi Jin-seok highlights the challenges faced by talented semiconductor executives, like being caught up in geopolitical tensions.
  3. There is a mismatch between demand and supply of semiconductor talent globally, with countries not properly valuing and nurturing their home-grown talent.
Mule’s Musings 263 implied HN points 15 Jun 23
  1. VLSI Japan discussed the revolutionary Backside Power Delivery (BSPDN) technology and its importance in semiconductor design.
  2. BSPDN addresses the IR droop problem in semiconductor design, offering power and performance benefits like decreased IR droop and increased core performance.
  3. Intel's adoption of PowerVia technology positions them ahead of competitors like TSMC, providing potential competitive advantages in process efficiency and cost.
Let Us Face the Future 117 implied HN points 31 Aug 23
  1. Chiplets are a modular approach to building computer chips by combining multiple smaller 'chiplets' instead of a single monolithic design.
  2. Chiplets offer benefits like improved manufacturing yield, diverse process nodes, and cost savings through reusing pre-tested chiplets.
  3. The chiplet market is growing rapidly, expected to be worth $20 billion by 2027, driven by demand for AI and HPC accelerators.
Mule’s Musings 256 implied HN points 25 Mar 23
  1. Moore's Law drove massive technological progress and changed our lives significantly
  2. Moore's Law enabled the rapid advancement of communication, entertainment, and healthcare
  3. Moore's Law was an aspiration upheld by the semiconductor industry, not a scientific law, but its impact on technology and progress remains profound