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Bridging the Gap Between business and the world’s most important industry. SemiAnalysis is an independent research and analysis company specializing in the Semiconductor and AI industries.

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News X (formerly Twitter) 2 months ago
SemiAnalysis (@SemiAnalysis_) on X
The @vllm_project maintainers at @inferact are some of the most cracked engineers in the world. They're building one of the inference engines that powers much of the world's intelligence-and doing so with remarkable dedication, kindness, and hard work.
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Blog 2 months ago
Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX
Premium-priced "fast modes" are proving that users will pay more for lower latency and faster tokens, potentially yielding higher gross margins. Frontier AI labs such as OpenAI are therefore evaluating purpose-built inference systems, including Cerebras a
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Blog 2 months ago
SpaceX 10GW in 2027 - Why It's Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker
Elon Musk shocked the world, once again, when he announced on SpaceX's first earnings his Gigawatt ambitions for next year. He "conservatively" aims to build & deliver an incremental 6-8GW in 2027 alone, with potential for that number to be well above +10
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Blog 2 months ago
Gemini is Cooked but GCP is Cooking
On Wednesday, August 5th, Google announced a complete overhaul of DeepMind leadership. A quick recap:Demis Hassabis, DeepMind co-founder and former CEO, is no longer involved in day-to-day operations.Jeff Dean, former Google Chief Scientist and Gemini co-
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Blog 2 months ago
Kimi K3, The Manos, The Mythos, The Legendos
Kimi K3 took the world by storm at its announcement, sweeping leaderboards and establishing itself as the open frontier model. While the community is eager to understand how Kimi K3 works, many have been surprised by the unconventional techniques driving
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News newsletter.semianalysis.com 3 months ago
The Wild Wild West Of LEGO Datacenters
The Labor Problem and Modularization to the Rescue
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News vllm.ai 3 months ago
Kimi K3 Is Here: Efficient Day-0 Support on vLLM
vLLM delivers day-0 Kimi K3 serving with hybrid KDA prefix caching, DSpark speculative decoding, production-scale disaggregation, and optimized kernels across N
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News newsletter.semianalysis.com 3 months ago
Can AMD break the CUDA Moat? AMD Advancing AI 2026
Agentic Kernel Generation, Improvement in Software Quality, Unstable Internal Development Clusters, Helios MI455X Production Ramp Hell, Up to 105% Discounts from Finance Engineering
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News newsletter.semianalysis.com 3 months ago
Meta's Infrastructure Team Needs A Culture Reset
Meta Infrastructure has become bloated, with middle managers expending resources on over-engineered technology solutions that lose sight of broader organizational needs.
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News X (formerly Twitter) 3 months ago
SemiAnalysis (@SemiAnalysis_) on X
We cut open the Kirin 9030 and put it under an electron microscope.The smallest metal pitch measures 32.5 nanometers. That is tighter than Intel 18A, their brand new leading edge node.A Chinese fab with no EUV is out-pitching Intel's EUV node by roughly 1
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