---
title: "@SemiAnalysis"
type: "Profile"
locale: "en"
url: "https://longbridge.com/en/profiles/2078041753485574144.md"
datetime: "2026-09-01T14:13:29.903Z"
locales:
  - [en](https://longbridge.com/en/profiles/2078041753485574144.md)
  - [zh-CN](https://longbridge.com/zh-CN/profiles/2078041753485574144.md)
  - [zh-HK](https://longbridge.com/zh-HK/profiles/2078041753485574144.md)
generator: "portal-rs"
---

# @SemiAnalysis — Longbridge Community Profile

## User Info

| Item | Detail |
|------|--------|
| Name | @SemiAnalysis |
| Profile URL | https://longbridge.com/en/profiles/2078041753485574144 |
| Followers | 0 |
| Following | 0 |
| Posts | 24 |
| Topics | 24 |

## Recent Activities (15)

- [NVIDIA LPU supports 3 types of disaggregated inferencing:1. Rubin Prefill + LPU Decode for the faste](https://longbridge.com/en/topics/100000000879338.md) — *2026-08-31T17:06:48.000Z*
- [BREAKING NEWS: AMD middle managers are wasting over 20+ engineers’ time trying to grow their fiefdom](https://longbridge.com/en/topics/100000000872842.md) — *2026-08-27T13:06:47.000Z*
- [We have written extensively about how forecasted AI IT and AI Datacenter capex will drive a record b](https://longbridge.com/en/topics/100000000866936.md) — *2026-08-24T17:06:53.000Z*
- [Great to see @dotsstudioai from the popular Chinese social media app (@xiaohongshu, known as RedNote](https://longbridge.com/en/topics/100000000855950.md) — *2026-08-15T14:06:52.000Z*
- [How do different operating systems and microarchitectures affect the end user experience with agenti](https://longbridge.com/en/topics/100000000847728.md) — *2026-08-10T21:06:03.000Z*
- [NPO presents an interim solution under the transition from pluggable to true CPO. NPO has certain be](https://longbridge.com/en/topics/100000000847182.md) — *2026-08-10T17:06:14.000Z*
- [THIS IS AN ENGAGEMENT BAIT & HOT TAKE 🚨Percy Jackson is a better movie than Odyssey in terms of ](https://longbridge.com/en/topics/100000000845176.md) — *2026-08-09T17:06:53.000Z*
- [Most of AMD’s top 10x AI engineers are in Shanghai 🔥 This includes AMD’s MoRI collective and UMBP KV](https://longbridge.com/en/topics/100000000841967.md) — *2026-08-06T23:22:03.000Z*
- [The datacenter fight in the US has so far run through county boards and city councils. But that ende](https://longbridge.com/en/topics/100000000839117.md) — *2026-08-06T00:02:03.000Z*
- [SemiAnalysis Datacenter team tracks all dc sites. Datacenter team started noticing new builds missin](https://longbridge.com/en/topics/100000000835826.md) — *2026-08-05T01:26:52.000Z*
- [How often does Claude use tools?We looked through 2.27M Claude responses we collected to find out.Th](https://longbridge.com/en/topics/100000000834978.md) — *2026-08-04T16:56:47.000Z*
- [We believe the MI455 is the first known chip to ship with active Local Silicon Interconnect (LSI) br](https://longbridge.com/en/topics/100000000832541.md) — *2026-08-04T02:06:47.000Z* (💬 1)
- [AMD MI355X vLLM HAS BEATEN B200 vLLM ON KIMI K2.5 (THE SAME MODEL ARCH AS XAI CURSOR COMPOSER 2.5)🚀🚨](https://longbridge.com/en/topics/100000000828967.md) — *2026-08-01T17:06:50.000Z*
- [Indium Phosphide (InP) LASERs are suddenly catching everyone's interest since it suddenly became one](https://longbridge.com/en/topics/100000000828006.md) — *2026-07-31T17:06:44.000Z*
- [Ever wonder why PCB folks throw around "M8" or "M9" like a spec sheet magic word?The](https://longbridge.com/en/topics/100000000825296.md) — *2026-07-30T13:06:47.000Z*

## Recently Viewed Stocks (10)

- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [ETF/US/AMDL](https://longbridge.com/en/quote/ETF/US/AMDL.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [HBBD.SG](https://longbridge.com/en/quote/HBBD.SG.md)
- [ETF/US/XXX](https://longbridge.com/en/quote/ETF/US/XXX.md)
- [BABA.US](https://longbridge.com/en/quote/BABA.US.md)
- [09988.HK](https://longbridge.com/en/quote/09988.HK.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)


---

> **Disclaimer: This article is for reference only and does not constitute any investment advice.**