SemiAnalysis chartshttps://viral-chart.com/charts/semianalysis/SemiAnalysis's latest charts on X, with how far each one travelled.enWed, 14 Oct 2026 03:00:08 GMT SemiAnalysis: Qwen3.8 Flash Next cost efficiencyhttps://viral-chart.com/charts/semianalysis/qwen3-8-flash-next-cost-efficiency-2026-10/https://viral-chart.com/charts/semianalysis/qwen3-8-flash-next-cost-efficiency-2026-10/Wed, 14 Oct 2026 03:00:08 GMTLine chartQwen3.8 Flash Next cost efficiency

SemiAnalysis · X · Oct 14, 2026 · Line chart

34.3K views · 267 likes

]]>Qwen3.8 Flash Next cost efficiencySemiAnalysis SemiAnalysis: Yield Multiples Financial Viabilityhttps://viral-chart.com/charts/semianalysis/yield-multiples-financial-viability-2026-10/https://viral-chart.com/charts/semianalysis/yield-multiples-financial-viability-2026-10/Tue, 13 Oct 2026 15:02:34 GMTTable chartYield Multiples Financial Viability

SemiAnalysis · X · Oct 13, 2026 · Table chart

23.5K views · 98 likes

]]>Yield Multiples Financial ViabilitySemiAnalysis SemiAnalysis: Substrate Size Divergencehttps://viral-chart.com/charts/semianalysis/substrate-size-divergence-2026-10/https://viral-chart.com/charts/semianalysis/substrate-size-divergence-2026-10/Mon, 12 Oct 2026 15:01:22 GMTAnnotated chartSubstrate Size Divergence

SemiAnalysis · X · Oct 12, 2026 · Annotated chart

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]]>Substrate Size DivergenceSemiAnalysis SemiAnalysis: Nvidia Balance Sheethttps://viral-chart.com/charts/semianalysis/nvidia-balance-sheet-2026-10/https://viral-chart.com/charts/semianalysis/nvidia-balance-sheet-2026-10/Sat, 10 Oct 2026 01:01:00 GMTStacked bar chartNvidia Balance Sheet

SemiAnalysis · X · Oct 10, 2026 · Stacked bar chart

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]]>Nvidia Balance SheetSemiAnalysis SemiAnalysis: Claude plan API valuehttps://viral-chart.com/charts/semianalysis/claude-plan-api-value-2026-10/https://viral-chart.com/charts/semianalysis/claude-plan-api-value-2026-10/Mon, 05 Oct 2026 23:30:07 GMTGrouped bar chartClaude plan API value

SemiAnalysis · X · Oct 5, 2026 · Grouped bar chart

185.6K views · 671 likes

]]>Claude plan API valueSemiAnalysis SemiAnalysis: AMD mirror coveragehttps://viral-chart.com/charts/semianalysis/amd-mirror-coverage-2026-10/https://viral-chart.com/charts/semianalysis/amd-mirror-coverage-2026-10/Sat, 03 Oct 2026 16:00:13 GMTBenchmark bar chartAMD mirror coverage

SemiAnalysis · X · Oct 3, 2026 · Benchmark bar chart

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]]>AMD mirror coverageSemiAnalysis SemiAnalysis: Real estate on the compute die is extremelyhttps://viral-chart.com/charts/semianalysis/real-estate-on-the-compute-die-is-extremely-2026-10/https://viral-chart.com/charts/semianalysis/real-estate-on-the-compute-die-is-extremely-2026-10/Thu, 01 Oct 2026 21:27:09 GMTAnnotated chartReal estate on the compute die is extremely

SemiAnalysis · X · Oct 1, 2026 · Annotated chart

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]]>Real estate on the compute die is extremelySemiAnalysis SemiAnalysis: Fab Buildout Scheduleshttps://viral-chart.com/charts/semianalysis/fab-buildout-schedules-2026-09/https://viral-chart.com/charts/semianalysis/fab-buildout-schedules-2026-09/Mon, 28 Sep 2026 19:01:19 GMTStacked bar chartFab Buildout Schedules

SemiAnalysis · X · Sep 28, 2026 · Stacked bar chart

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]]>Fab Buildout SchedulesSemiAnalysis SemiAnalysis: AI hardware speed comparisonhttps://viral-chart.com/charts/semianalysis/ai-hardware-speed-comparison-2026-09/https://viral-chart.com/charts/semianalysis/ai-hardware-speed-comparison-2026-09/Mon, 28 Sep 2026 03:00:25 GMTBar chartAI hardware speed comparison

SemiAnalysis · X · Sep 28, 2026 · Bar chart

248.9K views · 1.5K likes

]]>AI hardware speed comparisonSemiAnalysis SemiAnalysis: DeepSeek V4.1 Flash Profit Estimateshttps://viral-chart.com/charts/semianalysis/deepseek-v4-1-flash-profit-estimates-2026-09/https://viral-chart.com/charts/semianalysis/deepseek-v4-1-flash-profit-estimates-2026-09/Fri, 25 Sep 2026 15:02:47 GMTStacked bar chartDeepSeek V4.1 Flash Profit Estimates

SemiAnalysis · X · Sep 25, 2026 · Stacked bar chart

165.2K views · 812 likes

]]>DeepSeek V4.1 Flash Profit EstimatesSemiAnalysis SemiAnalysis: LLM token cost interactivityhttps://viral-chart.com/charts/semianalysis/llm-token-cost-interactivity-2026-09/https://viral-chart.com/charts/semianalysis/llm-token-cost-interactivity-2026-09/Thu, 24 Sep 2026 23:35:49 GMTScatter plotLLM token cost interactivity

SemiAnalysis · X · Sep 24, 2026 · Scatter plot

57.6K views · 364 likes

]]>LLM token cost interactivitySemiAnalysis SemiAnalysis: Kimi K3 performancehttps://viral-chart.com/charts/semianalysis/kimi-k3-performance-2026-09/https://viral-chart.com/charts/semianalysis/kimi-k3-performance-2026-09/Wed, 23 Sep 2026 18:52:05 GMTBar chartKimi K3 performance

SemiAnalysis · X · Sep 23, 2026 · Bar chart

296.6K views · 1.6K likes

]]>Kimi K3 performanceSemiAnalysis SemiAnalysis: TCO vs interactivityhttps://viral-chart.com/charts/semianalysis/tco-vs-interactivity-2026-09/https://viral-chart.com/charts/semianalysis/tco-vs-interactivity-2026-09/Wed, 23 Sep 2026 14:01:44 GMTLine chartTCO vs interactivity

SemiAnalysis · X · Sep 23, 2026 · Line chart

45.2K views · 268 likes

]]>TCO vs interactivitySemiAnalysis SemiAnalysis: Groq is one of the most interesting chiphttps://viral-chart.com/charts/semianalysis/groq-is-one-of-the-most-interesting-chip-2026-04/https://viral-chart.com/charts/semianalysis/groq-is-one-of-the-most-interesting-chip-2026-04/Wed, 08 Apr 2026 19:00:40 GMTAnnotated chartGroq is one of the most interesting chip

SemiAnalysis · X · Apr 8, 2026 · Annotated chart

126.7K views · 947 likes

]]>Groq is one of the most interesting chipSemiAnalysis SemiAnalysis: GPU memory specshttps://viral-chart.com/charts/semianalysis/gpu-memory-specs-2026-04/https://viral-chart.com/charts/semianalysis/gpu-memory-specs-2026-04/Mon, 06 Apr 2026 17:01:07 GMTTable chartGPU memory specs

SemiAnalysis · X · Apr 6, 2026 · Table chart

28.8K views · 260 likes

]]>GPU memory specsSemiAnalysis SemiAnalysis: Hyperscaler CapEx Memory Sharehttps://viral-chart.com/charts/semianalysis/hyperscaler-capex-memory-share-2026-04/https://viral-chart.com/charts/semianalysis/hyperscaler-capex-memory-share-2026-04/Fri, 03 Apr 2026 01:00:11 GMTBar chartHyperscaler CapEx Memory Share

SemiAnalysis · X · Apr 3, 2026 · Bar chart

233.4K views · 798 likes

]]>Hyperscaler CapEx Memory ShareSemiAnalysis SemiAnalysis: Helium imports by countryhttps://viral-chart.com/charts/semianalysis/helium-imports-by-country-2026-03/https://viral-chart.com/charts/semianalysis/helium-imports-by-country-2026-03/Mon, 30 Mar 2026 13:00:35 GMTLine chartHelium imports by country

SemiAnalysis · X · Mar 30, 2026 · Line chart

36.4K views · 173 likes

]]>Helium imports by countrySemiAnalysis SemiAnalysis: SerDes cable directionshttps://viral-chart.com/charts/semianalysis/serdes-cable-directions-2026-03/https://viral-chart.com/charts/semianalysis/serdes-cable-directions-2026-03/Fri, 27 Mar 2026 21:00:53 GMTAnnotated chartSerDes cable directions

SemiAnalysis · X · Mar 27, 2026 · Annotated chart

32.5K views · 196 likes

]]>SerDes cable directionsSemiAnalysis SemiAnalysis: Gross Margin vs Interactivityhttps://viral-chart.com/charts/semianalysis/gross-margin-vs-interactivity-2026-03/https://viral-chart.com/charts/semianalysis/gross-margin-vs-interactivity-2026-03/Fri, 27 Mar 2026 17:01:30 GMTLine chartGross Margin vs Interactivity

SemiAnalysis · X · Mar 27, 2026 · Line chart

119.2K views · 444 likes

]]>Gross Margin vs InteractivitySemiAnalysis SemiAnalysis: Token throughput vs interactivityhttps://viral-chart.com/charts/semianalysis/token-throughput-vs-interactivity-2026-03/https://viral-chart.com/charts/semianalysis/token-throughput-vs-interactivity-2026-03/Fri, 27 Mar 2026 01:00:09 GMTLine chartToken throughput vs interactivity

SemiAnalysis · X · Mar 27, 2026 · Line chart

41K views · 319 likes

]]>Token throughput vs interactivitySemiAnalysis SemiAnalysis: Token throughput over timehttps://viral-chart.com/charts/semianalysis/token-throughput-over-time-2026-03/https://viral-chart.com/charts/semianalysis/token-throughput-over-time-2026-03/Fri, 20 Mar 2026 17:01:03 GMTLine chartToken throughput over time

SemiAnalysis · X · Mar 20, 2026 · Line chart

198.2K views · 209 likes

]]>Token throughput over timeSemiAnalysis SemiAnalysis: TCO per million tokenshttps://viral-chart.com/charts/semianalysis/tco-per-million-tokens-2026-03/https://viral-chart.com/charts/semianalysis/tco-per-million-tokens-2026-03/Wed, 18 Mar 2026 18:57:15 GMTLine chartTCO per million tokens

SemiAnalysis · X · Mar 18, 2026 · Line chart

21.9K views · 196 likes

]]>TCO per million tokensSemiAnalysis SemiAnalysis: South Korea Memory Exportshttps://viral-chart.com/charts/semianalysis/south-korea-memory-exports-2026-03/https://viral-chart.com/charts/semianalysis/south-korea-memory-exports-2026-03/Mon, 16 Mar 2026 13:01:03 GMTGrouped bar chartSouth Korea Memory Exports

SemiAnalysis · X · Mar 16, 2026 · Grouped bar chart

35.6K views · 213 likes

]]>South Korea Memory ExportsSemiAnalysis SemiAnalysis: Token Throughput per GPUhttps://viral-chart.com/charts/semianalysis/token-throughput-per-gpu-2026-03/https://viral-chart.com/charts/semianalysis/token-throughput-per-gpu-2026-03/Fri, 13 Mar 2026 22:00:49 GMTLine chartToken Throughput per GPU

SemiAnalysis · X · Mar 13, 2026 · Line chart

67.4K views · 783 likes

]]>Token Throughput per GPUSemiAnalysis SemiAnalysis: Token throughput vs interactivityhttps://viral-chart.com/charts/semianalysis/token-throughput-vs-interactivity-2025-10/https://viral-chart.com/charts/semianalysis/token-throughput-vs-interactivity-2025-10/Fri, 10 Oct 2025 17:19:26 GMTLine chartToken throughput vs interactivity

SemiAnalysis · X · Oct 10, 2025 · Line chart

71.9K views · 314 likes

]]>Token throughput vs interactivitySemiAnalysis SemiAnalysis: INTC Royalty vs NVDA Profitshttps://viral-chart.com/charts/semianalysis/intc-royalty-vs-nvda-profits-2025-09/https://viral-chart.com/charts/semianalysis/intc-royalty-vs-nvda-profits-2025-09/Tue, 23 Sep 2025 22:18:03 GMTLine chartINTC Royalty vs NVDA Profits

SemiAnalysis · X · Sep 23, 2025 · Line chart

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]]>INTC Royalty vs NVDA ProfitsSemiAnalysis SemiAnalysis: Rubin CPX DeepSeek v3https://viral-chart.com/charts/semianalysis/rubin-cpx-deepseek-v3-2025-09/https://viral-chart.com/charts/semianalysis/rubin-cpx-deepseek-v3-2025-09/Sat, 13 Sep 2025 00:15:41 GMTTable chartRubin CPX DeepSeek v3

SemiAnalysis · X · Sep 13, 2025 · Table chart

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]]>Rubin CPX DeepSeek v3SemiAnalysis SemiAnalysis: Vera Rubin NVL144https://viral-chart.com/charts/semianalysis/vera-rubin-nvl144-2025-09/https://viral-chart.com/charts/semianalysis/vera-rubin-nvl144-2025-09/Fri, 12 Sep 2025 05:33:44 GMTAnnotated chartVera Rubin NVL144

SemiAnalysis · X · Sep 12, 2025 · Annotated chart

31.9K views · 320 likes

]]>Vera Rubin NVL144SemiAnalysis SemiAnalysis: PyTorch test disablinghttps://viral-chart.com/charts/semianalysis/pytorch-test-disabling-2025-09/https://viral-chart.com/charts/semianalysis/pytorch-test-disabling-2025-09/Thu, 04 Sep 2025 21:00:22 GMTBar chartPyTorch test disabling

SemiAnalysis · X · Sep 4, 2025 · Bar chart

111.5K views · 502 likes

]]>PyTorch test disablingSemiAnalysis SemiAnalysis: At end of 2027, AMD will release theirhttps://viral-chart.com/charts/semianalysis/at-end-of-2027-amd-will-release-their-2025-09/https://viral-chart.com/charts/semianalysis/at-end-of-2027-amd-will-release-their-2025-09/Tue, 02 Sep 2025 16:26:47 GMTAnnotated chartAt end of 2027, AMD will release their

SemiAnalysis · X · Sep 2, 2025 · Annotated chart

39.2K views · 289 likes

]]>At end of 2027, AMD will release theirSemiAnalysis SemiAnalysis: GPU data type supporthttps://viral-chart.com/charts/semianalysis/gpu-data-type-support-2025-09/https://viral-chart.com/charts/semianalysis/gpu-data-type-support-2025-09/Tue, 02 Sep 2025 05:27:28 GMTTable chartGPU data type support

SemiAnalysis · X · Sep 2, 2025 · Table chart

44.5K views · 341 likes

]]>GPU data type supportSemiAnalysis SemiAnalysis: Using May 2025 software, GB200 NVL72 had 9%https://viral-chart.com/charts/semianalysis/using-may-2025-software-gb200-nvl72-had-9-2025-08/https://viral-chart.com/charts/semianalysis/using-may-2025-software-gb200-nvl72-had-9-2025-08/Sun, 31 Aug 2025 20:19:05 GMTAnnotated chartUsing May 2025 software, GB200 NVL72 had 9%

SemiAnalysis · X · Aug 31, 2025 · Annotated chart

118.4K views · 460 likes

]]>Using May 2025 software, GB200 NVL72 had 9%SemiAnalysis SemiAnalysis: GPU die configurationshttps://viral-chart.com/charts/semianalysis/gpu-die-configurations-2025-08/https://viral-chart.com/charts/semianalysis/gpu-die-configurations-2025-08/Fri, 29 Aug 2025 19:14:23 GMTAnnotated chartGPU die configurations

SemiAnalysis · X · Aug 29, 2025 · Annotated chart

60.3K views · 481 likes

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