# SemiAnalysis

> Bridging the gap between the world's most important industry, semiconductors, and business.

- **Platform:** substack
- **Category:** Business
- **Subscribers:** 321K
- **Paid subscribers:** 8K
- **Weekly growth:** +0.5%
- **Monthly growth:** +1.7%
- **Last updated:** 2026-10-14
- **Author:** Dylan Patel
- **URL:** https://newsletter.semianalysis.com
- **Profile:** https://newsletterinsights.io/newsletter/semianalysis

## Recent Posts

- [Cerebras Wafer Scale Hardware Crushes High Performance Computing Workloads Including Machine Learning And Beyond](https://newsletter.semianalysis.com/p/cerebras-wafer-scale-hardware-crushes)
- [No, The iPhone 13 Does Not Have Satellite Internet | Band n53 & Globalstar (GSAT) Explained](https://newsletter.semianalysis.com/p/no-the-iphone-13-does-not-have-satellite)
- [Semi Supply Chain Cutting Expectations as Phone Sales Plummet](https://newsletter.semianalysis.com/p/semi-supply-chain-cutting-expectations)
- [Nvidia is Raking in the Money, but are Earnings Inflated?](https://newsletter.semianalysis.com/p/nvidia-is-raking-in-the-money-but)
- [Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips](https://newsletter.semianalysis.com/p/intel-grossly-exaggerates-foundry)
- [Tesla Dojo - Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware](https://newsletter.semianalysis.com/p/tesla-dojo-unique-packaging-and-chip)
- [Apple M2 Die Shot and Architecture Analysis – Big Cost Increase And A15 Based IP](https://newsletter.semianalysis.com/p/apple-m2-die-shot-and-architecture)
- [Graphcore Looks Like A Complete Failure In Machine Learning Training Performance](https://newsletter.semianalysis.com/p/graphcore-looks-like-a-complete-failure)
- [Advanced Packaging The Size Of Your Monitor | Applied Materials, $AMAT, Modifies Panel PVD Tool For 60x60cm Fan Outs To Usher In A New Age Of Mega Packages](https://newsletter.semianalysis.com/p/advanced-packaging-the-size-of-your)
- [Nvidia Hacked - A National Security Disaster](https://newsletter.semianalysis.com/p/nvidia-hacked-a-national-security)

## Sponsors

- Coatue
- Toshiba
- Cerebras seems
- Raytheon Technologies
- Brookfield Asset Management
- Llama 3 70B
- MediaTek