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SemiAnalysis — Concepts | NewsPals
Concepts
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SemiAnalysis
the lore behind the feed
SemiAnalysis
The stories that keep pulling this idea back into the feed.
2 stories
In the feed
ai-ml
SemiAnalysis on Meta’s post-Llama 4 AI operating model: $14.3B Scale AI, 2000km+ scale-across, and the Tent
Meta’s superintelligence rebuild is less about slogans and more about talent concentration, compute plumbing, and release strategy.
hardware
SMIC N+3 Teardown: How DUV Multi-Patterning Outpitched Intel 18A
SemiAnalysis reverse-engineered the Kirin 9030 and found a 32.5 nm minimum metal pitch. Here is what that number teaches you about process technology.
Also vibing
AI Datacenters
DUV Lithography
Huawei Kirin 9030
Intel 18A
Llama 4
Meta Superintelligence Labs
Open Source AI
Process Technology