Archive - SemiAnalysis

Amazon’s Trainium Takes a Strike at the Training King

Trainium Best for Inference? But now good for Training too, Native Trainium PyTorch, High Quality CI, TorchTitan, GPU Impossible Profiler

3 hrs ago • Kimbo Chen and Dylan Patel

The Huawei-DeepSeek Symbiosis

Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend, AICPU, Tilelang Ascend

Oct 21 • Bryan Shan and Dylan Patel

Datacenters 2027: The Year of Acceleration, +50GW in a Single Year

60GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips

Oct 19 • Jeremie Eliahou Ontiveros, Reyk Knuhtsen, and Dylan Patel

ASML Is Building a Hybrid Bonding Tool!

ASML is building a hybrid bonding tool! The company has not announced anything yet, but its patent filings, a news report and its own roadmap all…

Oct 15 • Sherry Zhang, Gerald Wong, Steven Lee, and Dylan Patel

Beijing Will Not Pace the Frontier: China’s Speed-First AI Safety Regime

AI safety is on fire.

Oct 8 • Mark Chen, Doug, and Dylan Patel

Anthropic Subscriptions Offer 5x+ More Value Than OpenAI

Limit testing every AI subscription plan from Anthropic, OpenAI, Meta, SpaceXAI, MiniMax, Moonshot, Z.ai, Cursor, and Cognition

Oct 5 • Andrew Megalaa, Max Kan, and Dylan Patel

September 2026

How GLM5.3 Sparse Attention Affects HBM Memory Usage

GLM-5.3, KV Cache Offloading, HiSparse, AgentX TileRT, InferenceX DeepSeek Sparse Attention, IndexShare, Single-rollout Asynchronous Optimization…

Sep 28 • Kimbo Chen, Alec Ibarra, Wenyao Gao, Pratt Bhatt, Bryan Shan, and Dylan Patel

Intel Panther Lake Teardown

Taking a look inside Intel’s latest consumer chip and 18A process node

Sep 26 • Adith Shankar, Daniel Sanchez, Allison Elliott, Sarah Lawrence, Afzal Ahmad, Andrew Wagner, STEEL Team, Dylan Patel, and Hemanth Ajithkumar

The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model

1,000+ facilities across 60+ operators mapped, built retail-first and flipped by AI, largest hyperscaler leases 1/5 national capacity, 100MW in 12…

Sep 25 • Everlyn, Dylan Patel, and Patrick Schaabi

ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns

In gory detail: reliability, performance, support, pricing—and, of course, security—in our most thorough analysis of GPU cloud providers globally.

Sep 23 • Jordan Nanos, Sam Harshe, Samuel Kruse, Pratt Bhatt, Billy Cao, Jack Carson, and Dylan Patel

Computation and Data Movement for Inference

Mapping MoE models onto inference hardware: structure, flow, and efficient serving

Sep 21 • Tanj Bennett, Bryan Shan, and Dylan Patel

Engrams Embedding Entendre: Codesign for Efficient DRAM/SSD Offloading

New Model Architecture Implications for TAM of DRAM/NVMe, DeepSeek V4.1 Flash, AgentX, InferenceX, NVMe experiments

Sep 18 • Bryan Shan, Cam Quilici, Alec Ibarra, Kimbo Chen, Myron Xie, and Dylan Patel

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