Myron Xie
Analyst
Myron Xie is an analyst at SemiAnalysis with a focus on AI accelerators and high-bandwidth memory (HBM). He covers advancements in training and inference chips, memory architecture, and the evolving role of packaging and interconnect in unlocking performance at scale. His analysis bridges silicon design with real-world deployment.
Myron holds a Bachelor’s of Commerce and Bachelor of Laws from Monash University.
Myron Xie
Analyst
Myron Xie is an analyst at SemiAnalysis with a focus on AI accelerators and high-bandwidth memory (HBM). He covers advancements in training and inference chips, memory architecture, and the evolving role of packaging and interconnect in unlocking performance at scale. His analysis bridges silicon design with real-world deployment.
Myron holds a Bachelor’s of Commerce and Bachelor of Laws from Monash University.
Articles by Myron Xie:
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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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Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon
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Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion
Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models
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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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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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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
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Nvidia’s Christmas Present: GB300 & B300 – Reasoning Inference, Amazon, Memory, Supply Chain
Blackwell Delays, Microsoft Orders, GB300 BOM, Nvidia Gross Margin, ConnectX-8, VRMs, Micron, Samsung, SK Hynix, Wistron, FII Foxconn, Aspeed, Axiado
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Intel on the Brink of Death | Culture Rot, Product Focus Flawed, Foundry Must Survive
Board Short Circuits, Cultural Rot, x86 Has No Moat, Sell PC Business, Nvidia's PC CPU Push, Roadmap Review
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Nvidia’s Blackwell Reworked – Shipment Delays & GB200A Reworked Platforms
MGX GB200A NVL36, B102, B20, CoWoS-L, CoWoS-S, GB200A NVL64, ConnectX-8, Liquid Cooling vs Air Cooling, NVLink Backplane, PCB, CCL, Substrate, BMC, Power Delivery
