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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.
Apr 18
•
Michael Spencer
3
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Nvidia Projections, Earnings TSMC Beat, ASML Down, Grants to Micron, Rivos Series A, and more.
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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.
Apr 11
•
Michael Spencer
5
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Intel's Gaudi-3, Meta's Artemis, Google's Axion, TSCM and South Korea in the Spotlight
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Earthquakes, Intel, SK Hynix Building in Indiana
The crazy pressure of keeping up with AI supercomputers called "Stargates" (basically AI enhanced data centers)
Apr 4
•
Michael Spencer
7
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Earthquakes, Intel, SK Hynix Building in Indiana
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March 2024
Intel CHIPS Act Grants, Nvidia Rival, China Ban Whirlwinds for Semiconductor Industry
And, the coalition plot to challenge Nvidia (which also involves Intel)
Mar 26
•
Michael Spencer
6
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Intel CHIPS Act Grants, Nvidia Rival, China Ban Whirlwinds for Semiconductor Industry
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Cerebras Unveils new WSE-3 AI Chip
Launched 56x Larger than NVIDIA H100
Mar 20
•
Michael Spencer
6
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Cerebras Unveils new WSE-3 AI Chip
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Europe's Biggest Technology Company is Trying to Leave
The story of ASML is too big to ignore.
Mar 12
•
Michael Spencer
5
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Europe's Biggest Technology Company is Trying to Leave
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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?
Mar 6
•
Michael Spencer
7
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AMD Runs into A.I. Chip Ban Roadblocks in Selling to China
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February 2024
Taiwan's premier AI chipmaker TSMC is heading to Japan
Taiwan and Japan partnership strengths future and global semiconductor supply resilience.
Feb 28
•
Michael Spencer
5
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Taiwan's premier AI chipmaker TSMC is heading to Japan
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What is Semiconductor Things™?
Creator Economy Tips is no more, a Business-Tech Newsletter takes its place.
Feb 26
•
Michael Spencer
3
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What is Semiconductor Things™?
www.semiconductorthings.com
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The End of this Newsletter
Please unsubscribe and cancel paid subscriptions, or I will do it for you.
Feb 21
•
Michael Spencer
2
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The End of this Newsletter
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My Flagship Newsletter is Launching Native Cross Promotions
Promising Better conversions than 'Substack Recommendations.'
Feb 19
•
Michael Spencer
17
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My Flagship Newsletter is Launching Native Cross Promotions
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Natural Selection is Eating the Old Web
7 Biggest challenges for Creators and the 1-million Club of Newsletter Operators, the 0.001 percent.
Feb 18
•
Michael Spencer
1
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Natural Selection is Eating the Old Web
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