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Earnings, Introducing Semi Reports, the Great Geopolitical Divide Continues, AI demand shines 🔥 brightly
Nvidia Earnings loom large.
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Michael Spencer
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Medium Partner Program's August 2023 is Causing an Exodus to Substack
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Earthquakes, Intel, SK Hynix Building in Indiana
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The Substack Network Effect: Zooming In
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How to Succeed on Substack
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Nvidia Projections, Earnings TSMC Beat, ASML Down, Grants to Micron, Rivos Series A, and more.
Semiconductor boom appears to be sustainable.
 • 
Michael Spencer
Intel's Gaudi-3, Meta's Artemis, Google's Axion, TSCM and South Korea in the Spotlight
Semiconductor leaders by Revenue, broken down into Tiers.
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Michael Spencer
Earthquakes, Intel, SK Hynix Building in Indiana
The crazy pressure of keeping up with AI supercomputers called "Stargates" (basically AI enhanced data centers)
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Michael Spencer
Intel CHIPS Act Grants, Nvidia Rival, China Ban Whirlwinds for Semiconductor Industry
And, the coalition plot to challenge Nvidia (which also involves Intel)
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Michael Spencer
Cerebras Unveils new WSE-3 AI Chip
Launched 56x Larger than NVIDIA H100
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Michael Spencer
Europe's Biggest Technology Company is Trying to Leave
The story of ASML is too big to ignore.
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Michael Spencer
AMD Runs into A.I. Chip Ban Roadblocks in Selling to China
Are China tariffs and AI chip bans really the long-term answer for U.S. dominance?
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Michael Spencer
Taiwan's premier AI chipmaker TSMC is heading to Japan
Taiwan and Japan partnership strengths future and global semiconductor supply resilience.
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Michael Spencer
What is Semiconductor Things™?
Creator Economy Tips is no more, a Business-Tech Newsletter takes its place.
 • 
Michael Spencer
Semiconductor Things™
Semiconductor Things™
This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.
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