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SemiAnalysis8 · every giant's annotated charts

SemiAnalysis annotated charts

8 times SemiAnalysis reached for a annotated chart, ranked by how far each one travelled.

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Every chart SemiAnalysis posted, the timeline, the outliers and why each one spread. Plus Monday's email: the week's charts that beat their usual likes.

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SemiAnalysis annotated chart: Groq is one of the most interesting chip
SemiAnalysis·Apr 2026
Groq is one of the most interesting chip
126.7K views947 likes0.8% eng.
Data
SemiAnalysis annotated chart: GPU die configurations
SemiAnalysis·Aug 2025
GPU die configurations
60.3K views481 likes0.9% eng.
Data
SemiAnalysis annotated chart: Real estate on the compute die is extremely
SemiAnalysis·Oct 2026
Real estate on the compute die is extremely
69.6K views451 likes0.8% eng.
Data
SemiAnalysis annotated chart: Using May 2025 software, GB200 NVL72 had 9%
SemiAnalysis·Aug 2025
Using May 2025 software, GB200 NVL72 had 9%
118.4K views460 likes0.5% eng.
Data
SemiAnalysis annotated chart: Substrate Size Divergence
SemiAnalysis·Oct 2026
Substrate Size Divergence
27.4K views95 likes0.5% eng.
Data
SemiAnalysis annotated chart: SerDes cable directions
SemiAnalysis·Mar 2026
SerDes cable directions
32.5K views196 likes0.7% eng.
Data
SemiAnalysis annotated chart: At end of 2027, AMD will release their
SemiAnalysis·Sep 2025
At end of 2027, AMD will release their
39.2K views289 likes0.9% eng.
Data
SemiAnalysis annotated chart: Vera Rubin NVL144
SemiAnalysis·Sep 2025
Vera Rubin NVL144
31.9K views320 likes1.1% eng.
Data

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Questions people ask

How many annotated charts has SemiAnalysis posted?

8 that we tracked. The one that went furthest is "Groq is one of the most interesting chip" with 126,656 views.

How do I make a annotated chart like SemiAnalysis?

Use the maker on this page: keep the annotated chart, put in your numbers, save the picture.