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Semiconductors

Smuggling Nvidia GPUs to China
An investigation
Aug 22 • 
Jordan Schneider
 and 
Lily Ottinger
81
9
Mourning for GPT-4o Boyfriends + Beijing Hates the H20?
Friday Bites!
Aug 15 • 
Irene Zhang
 and 
Jordan Schneider
40
3
EMERGENCY POD: H20 Drama
Chris Miller and Lennart drop in
Aug 13 • 
Jordan Schneider
49
Huawei Founder on US v China and Basic Research
an annotated translation
Jun 11 • 
Jordan Schneider
28
Xiaomi
Lei Jun's Hard Tech Balancing Act
Jun 6 • 
Angela Shen
34
5
Chips Act Lore + a Department of Competitiveness
How things get done in DC
May 14 • 
Jordan Schneider
 and 
Lily Ottinger
19
2
China’s SME Industrial Policy in 5 Charts
How much is Beijing spending?
May 7 • 
Arrian Ebrahimi
 and 
Lily Ottinger
27
2
Can Huawei Take On Nvidia's CUDA?
The true US v China AI battle
May 5 • 
Lily Ottinger
 and 
Mary Clare McMahon
60
6
Trump's Semis Trade Policy
+ We're at ICLR!
Apr 22 • 
Jordan Schneider
 and 
Lily Ottinger
21
Dylan Breaks Huawei and Tariffs Right
SemiAnalysis saves the day
Apr 21 • 
Jordan Schneider
, 
Dylan Patel
, and 
Doug O'Laughlin
30
Mapping China's HBM Advances
CXMT Now Just 3-4 Years Behind
Apr 17 • 
Ray Wang
 and 
Lily Ottinger
35
3
Ban the H20: Competing in the Inference Age
How inference scaling should change US AI strategy
Mar 7
38
7
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