SEMI VISTA
Understanding semiconductors and data centers through structure, relationships, motion, and 3D
Semiconductors
From the basics to industry structure, geopolitics, investing, and manufacturing equipment
What chips are, and how the industry fits together
View allFrom silicon wafer to finished chip, step by step
View allEarnings, export controls, market data — decoded
View allTracking the 2026 Kumamoto quake's impact on chip fabs
View allNVIDIA, GPUs and the AI accelerator race
View all2nm, TSMC and what 'scaling' really means
View allSensors, analog and MCUs in phones, cars and homes
View allDRAM, NAND, HBM — remembering and stacking
View allFrom $300M lithography tools to test systems
View allWafers, resists, passives — where Japan dominates
View allSiC and GaN behind EVs, chargers and grids
View allJapan, US, China, Taiwan — strategy and resources
View allFrom first brokerage account to the silicon cycle
View allData Centers
The foundation of AI compute — siting, power, cooling, and networks
Power, cooling, water — the physics behind AI
View allMapping the world's and Japan's clusters
View allFrom Google and AWS to NTT and KDDI
View allFiber, 5G, satellites — how data reaches you
View allThe ocean arteries carrying most international traffic
View all