Excited to announce the SemiAnalysis Teardown Engineering & Evaluation Lab (STEEL) We have been building a state-of-the-art teardown lab in Oregon with $10s of millions Capex being spent capable of analyzing the world’s most advanced and important chips and process technologies over the last year and half. We have already generated revenue on advanced datacenter chip teardowns. This is a bit of inconvenient timing for TechInsights as they are private equity owned and currently being sold while having enjoyed virtually no credible competition for decades. This has led to TechInsights underinvesting in CAPEX. SemiAnalysis exceeds TechInsights in revenue despite no venture or private equity ownership and being founded only 6 years ago. Because we have no external investors and are founder led, we move faster, build faster, and we can release client chip teardowns for free regularly, while focusing on datacenter for our major clients. STEEL has a state of the art fleet of tools. We are less than a year and half into the journey here, but our goal is to be number 1 just like we are in AI, Datacenter, and Semiconductor market data, consulting, and technically analysis. Our largest customers which, include all of the hyperscalers and world's largest semiconductor companies, are excited for us to shake up the market.

I'm really excited about the @SemiAnalysis_ teardown lab coming to market. This team is going to do some amazing things in the very near future! Want to commission a custom teardown? Let's talk.

Is SMIC N 3’s Metal Pitch Smaller than Intel 18A’s? SMIC N 3 Node Deep Dive vs TSMC N6, TechInsights Private Equity Sale, SemiAnalysis Teardown Engineering & Evaluation Lab, HiSilicon Kirin 9030, Process Technology, Pattering, Cell Architecture newsletter.semianalysis.com/…

Fable 5 now refuses 100% of requests (it's no longer available)

we heard fable got banned

GPT 5.6 sandbagging evals to dodge export controls

NONSTOP NEWS GAHHH

Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found that the subscriptions are actually far more generous. (2/4)

I rode the local home from time square, every stop the conductor honked the horn, every station the people screamed let’s go Knicks. Guys what the fuckkkk let’s go KNICKS

CINEMA

NEW: malware developers added nuclear & biological weapons text to to their spyware. Goal? To trigger LLM safety refusals... so that their spyware wouldn't be analyzed by an AI security scanner. Cleanest practical example I can think of for why over-indexing on first order safety alignment is risky. When closed (and open) models ship with aggressive refusals, they will be sprinkled with second-order blindspots that attackers will discover...and exploit. We are only in the earliest days of attackers leveraging these features, and it wouldn't surprise me if users systems that need to handle complex cybersecurity issues demand that models be less safety-blunted. In the weeds: @SocketSecurity's post also shows why intention matters in how you design a malware analysis pipeline to avoid prompt manipulation. H/T to colleagues that shared this with me socket.dev/blog/mini-shai-hu…

Entire timeline wrt Fable rn

When Fable works it’s brilliant, but the unilateral guardrails makes me frustrated beyond belief. I have a folder of health information for my fiancée with like 100 days of oura health data, a hundred lab tests, transcripts of doctor visits and like way more for a super detailed health file to help figure out a complex fatigue / chronic illness she’s been going through. Guess what, fable considers it unsafe. Why? F do I know, I was really excited to try to clean up the folder and make some better protocols but guess what, it’s unsafe to help her health. There’s a private investment in the life science tools space, guess what it’s not safe. I’m trying to do some code scanning for vulnerabilities, not safe. I get the safety but it feels so incredibly out of touch for a group of a few 1000 all making total comp in the millions telling me what is and isn’t safe. If Dario is worried about inequality I think he has to realize he IS the inequality, and the unilateral gatekeeping feels whack as hell. I don’t like it, and yeah I’ll try to keep using fable, but OAI can’t catch up fast enough.

nobody would perform such an own-goal, right?

i will not lie, the guardrails are making this hard.

one day stock markets will move just on new model release changing the global stock allocation of every model on the margin

anyone remember gas town? I rememba

Lmao this one was made live with @citrini

Total victory.... holy shit