Silicon Analysts Weekly
One short email a week on the AI-chip supply chain — pricing & lead-time signals, HBM qualification changes, foundry capacity, and that week’s new analysis. Sourced and dated. No ads.
Silicon Analysts Weekly
One short, sourced email a week on the AI-chip supply chain.
One short email a week — sourced and dated. No ads. One-click unsubscribe.
Past issues
- Issue #19CXMT hits 10% DRAM share; report: Samsung to use TSMC for NVIDIA custom-HBM base dies2026-10-12 → 2026-10-19
- Issue #18Silicon Analysts Weekly #18 — 2026-10-12 (corrected)2026-10-05 → 2026-10-12
- Issue #17HBM4 contract price +117% WoW; Samsung enters NVIDIA qualification2026-09-28 → 2026-10-05
- Issue #16Silicon Analysts Weekly #16 — 2026-09-29 (corrected)2026-09-22 → 2026-09-29
- Issue #15Silicon Analysts Weekly #15 — 2026-09-21 (corrected)2026-09-14 → 2026-09-21
- Issue #14Silicon Analysts Weekly #14 — 2026-09-14 (corrected)2026-09-07 → 2026-09-14
- Issue #13CoWoS Q3 alloc hits 850K wafers; Broadcom cut to 200K2026-08-31 → 2026-09-07
- Issue #12Silicon Analysts Weekly #12 — 2026-08-31 (corrected)2026-08-24 → 2026-08-31
- Issue #11HBM4 volume shipping; CoWoS lead times stretch past 12 months2026-08-18 → 2026-08-25
- Issue #10H100 SXM5 −3.6% WoW; Samsung HBM4 qualified at NVIDIA2026-08-11 → 2026-08-18
- Issue #9Silicon Analysts Weekly #9 — 2026-08-10 (corrected)2026-08-03 → 2026-08-10
- Issue #8Silicon Analysts Weekly #8 — 2026-08-03 (corrected)2026-07-27 → 2026-08-03
- Issue #7Silicon Analysts Weekly #7 — 2026-07-20 (corrected)2026-07-13 → 2026-07-20
- Issue #6TSMC H1 rev +35.6% YoY; HBM demand 7x oversubscribed2026-07-06 → 2026-07-13
- Issue #5CoWoS-L hits 130k wpm; Nvidia Kyber delayed 12+ months to 20282026-06-29 → 2026-07-06
- Issue #4Silicon Analysts Weekly: HBM4 volume shipping widens, DRAM crunch deepens2026-06-22 → 2026-06-29
- Issue #3Silicon Analysts Weekly: HBM4 qualifies across all three vendors, CoWoS expands2026-06-15 → 2026-06-22
- Issue #2Qual Watch: All three vendors volume shipping HBM4 for Vera Rubin2026-06-09 → 2026-06-16
- Qual Watch: SK Hynix HBM4 volume, Samsung Vera Rubin qualified2026-06-04 → 2026-06-11
Sourced public intelligence, not insider data. Programmatic access: Developer API.