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, dated, and human-reviewed. No marketing, ever.
Silicon Analysts Weekly
One short, sourced email a week on the AI-chip supply chain.
One short email a week — only when the data moves. No marketing, ever. One-click unsubscribe.
Past issues
- Issue #7SK Hynix HBM3E now volume shipping to NVIDIA Blackwell & AMD MI355X; HBM4 enters qual2026-07-13 → 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.