Ivan Chiam
Analyst
Ivan Chiam is an analyst at SemiAnalysis focused on the economics of AI accelerators, HBM, and GPU infrastructure. With a strong background in financial modeling and semiconductor markets, he brings a data-driven perspective to cost structures, supply-demand dynamics, and the business impact of next-gen compute.
Ivan holds a Bachelor of Business Administration from the Singapore Management University.
Ivan Chiam
Analyst
Ivan Chiam is an analyst at SemiAnalysis focused on the economics of AI accelerators, HBM, and GPU infrastructure. With a strong background in financial modeling and semiconductor markets, he brings a data-driven perspective to cost structures, supply-demand dynamics, and the business impact of next-gen compute.
Ivan holds a Bachelor of Business Administration from the Singapore Management University.
Articles by Ivan Chiam:
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Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends
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Scaling the Memory Wall: The Rise and Roadmap of HBM
HBM4, Custom Base Die, Shoreline Expansion, Process Flow, China Domestic Production, Samsung Qualification
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AMD Advancing AI: MI350X and MI400 UALoE72, MI500 UAL256
Software Improvement, Marketing RDFs, AMD Fostering Neocloud, MI355 is not Rack Scale, MI400 is UALoE, Not UALink
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AMD vs NVIDIA Inference Benchmark: Who Wins? – Performance & Cost Per Million Tokens
MI300X, MI325X, H100, H200, B200, MI355X, VLLM, SGLang, TRT-LLM, ROCm CI Lack of Coverage, Inflated AMD Rental Prices
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AI Arrives In The Middle East: US Strikes A Deal with UAE and KSA
5 GW Datacenter, HUMAIN, G42, Diversion and Misuse Risks, Security Requirements, American AI Wins
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AMD 2.0 – New Sense of Urgency | MI450X Chance to Beat Nvidia | Nvidia’s New Moat
Rapid Improvements, Developers First Approach, Low AMD AI Software Engineer Pay, Python DSL, UALink Disaster, MI325x, MI355x, MI430X UL4, MI450X Architecture, IF64/IF128, Flexible IO, UALink, IFoE
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Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72
China Abundance of Power, 100% Optics, 0% Copper, Power Inefficiency, 2.6x lower FLOP per Watt, 14 Transceivers per Chip, Linear Pluggable Optics
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The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs
90%+ Coverage by Rental GPU Value, GPU Cloud Evaluation Guidelines, GPU Pricing Updates, GPU Bubble Burst, CoreWeave IPO, Hyperscalers, AI Neocloud Economics, Neocloud IRR
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NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman
Next Generation Nvidia Systems, Ground Up Inference Optimizations from Silicon to Systems to Software, The More You Buy The More You Make
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2025 AI Diffusion Export Controls – Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions
Malaysia's Stranded Capacity, Western Hyperscale Strength, AI Accelerator Restrictions, India Brazil Middle East Concerns, Sovereign AI Killed, VEU Restrictions and Implications, Compute Budget, Open-Source Creating Lower Bound, Model-Weights Controlled
