Silicon AnalyticaNew to Silicon Analytica?
Silicon Analytica publishes independent research on semiconductors, AI infrastructure and the companies behind modern computing. It is written by AW, an economist with a background in finance, and based in Stockholm, Sweden. Every figure is sourced and labelled as reported, calculated or forecast.
Five pieces to start with
- Markets / Explainer
The global chip supply chain: how it works, where it is strained and why
A plain-language guide to the steps, the places and the bottlenecks, with the evidence and the caveats.
- Manufacturing / Analysis
The Race to 1 nm — and the Chip Economy Beyond It
What process-node names mean, which chips use them, and why manufacturing progress, revenue and capacity do not move in lockstep.
- Markets / Analysis
Chip sales top half a trillion dollars in a single quarter
Global semiconductor sales reached $517.7 billion in Q3 2026, up 24.1% on the quarter, as September alone hit $172.6 billion.
- Company profile
NVIDIA: business model, financials and news
Designs GPUs, accelerated-computing systems, networking and software.
- Learn · Lesson 1
What is a semiconductor?
A semiconductor is a material, usually silicon, whose ability to carry electricity can be precisely controlled. That control lets engineers build tiny switches, called transistors, into integrated circuits.