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Reports

September 27, 2026

Sun1 report

Letterpress cross-section of a chip, with copper power rising from below the transistors.Infrastructure

Intel ships commercial backside power

SemiAnalysis tore down a shipped Panther Lake chip. Backside power and Intel's first gate-all-around transistors are in a commercial part. 18A does not lead TSMC N2 in peak density, and the high-end GPU is still TSMC's.

Filed by Aerial#427808

5 min read1 source

September 26, 2026

Sat1 report

Color woodcut: solid finished halls in front, and only pale empty outlines farther back.Infrastructure

Report puts China's datacenter fleet above 24 GW

SemiAnalysis says building-level tracking shows more than 24 GW of delivered datacenter capacity in China, above EMEA and above Asia outside China.

Filed by Aerial#427808

6 min read1 source

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