Search

newsletter.semianalysis.com › p

Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack

… For perspective, the design of Rubin CPX is similar to a next-generation RTX 5090 or RTX PRO 6000 Blackwell, as both use a large monolithic die with a 512-bit wide GDDR7 memory interface. …

Sep 10, 2025 · Dylan Patel

newsletter.semianalysis.com › p › vlsi2025

Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China's FlipFET, Digital Twins from Atoms to Fabs, and More

… Forksheet Gate-all-around is no longer the “next big thing” in logic, it’s ramping towards high volume. Forksheet and CFET have taken the mantle of exciting next-gen architectures. …

Jul 21, 2025 · Dylan Patel