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Weekly and ad hoc institutional analysis on AI and semiconductors
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.
He leads the Accelerator & HBM Model, the firm’s bottom-up demand forecast for AI accelerators and high-bandwidth memory.
Myron holds a Bachelor’s of Commerce and Bachelor of Laws from Monash University.
Bottom-up demand forecast for AI accelerators and high-bandwidth memory across Nvidia, AMD, Google, AWS, Meta, Microsoft, Intel, and every major Chinese hyperscaler, with customer-level shipments and installed base for 60+ accounts.
Hyperscalers, semiconductor companies, public & private investors
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Bridging the gap between the world’s most important industry, semiconductors and business.
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Bridging the gap between the worlds most important industry, semiconductors and business by Dylan Patel.
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“It’s one of my most important and most-cited resources on Stratechery”
Ben Thompson, Stratechery
“Content I wish I could have written.”
Jon Y, The Asianometry Newsletter
“Some of the best analysis and detailed explainers on the how/why/how much of Silicon.”
Steven Sinofsky, Hardcore Software by Steven Sinofsky
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