Semiconductors

AI Hardware Net Assessment: Why Huawei Can't Catch Nvidia

Quantifying China's Compute Shortfall

Oct 8 •

Jordan Schneider

and

Eleanor Randolph

Filling the Foundational Chip Gap

How to Tariff Right

Sep 8 •

Alasdair Phillips-Robins

Smuggling Nvidia GPUs to China

An investigation

Aug 22 •

Jordan Schneider

and

Mourning for GPT-4o Boyfriends + Beijing Hates the H20?

Aug 15 •

and

Jordan Schneider

EMERGENCY POD: H20 Drama

Chris Miller and Lennart drop in

Aug 13 •

Jordan Schneider

Huawei Founder on US v China and Basic Research

an annotated translation

Jun 11 •

Jordan Schneider

Lei Jun's Hard Tech Balancing Act

Jun 6 •

Chips Act Lore + a Department of Competitiveness

How things get done in DC

May 14 •

Jordan Schneider

and

China’s SME Industrial Policy in 5 Charts

How much is Beijing spending?

May 7 •

Arrian Ebrahimi

and

Can Huawei Take On Nvidia's CUDA?

The true US v China AI battle

May 5 •

and

Mary Clare McMahon

Trump's Semis Trade Policy

+ We're at ICLR!

Apr 22 •

Jordan Schneider

and

Dylan Breaks Huawei and Tariffs Right

SemiAnalysis saves the day

Apr 21 •

Jordan Schneider

,

, and

Doug O'Laughlin

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