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SemiAnalysis@SemiAnalysis_ · Oct 12, 2026 · Annotated chart

Substrate Size Divergence

SemiAnalysis's annotated chart drew 27.4K views on X: 0.5x its typical post and #30 of 33 SemiAnalysis charts we track by views. Read Oct 14, 2026.

As industry attention turns to substrates, Japanese and Taiwanese ASP charts look like they're telling completely different stories.

Posted on X by @SemiAnalysis_ (SemiAnalysis), Oct 12, 2026. Source: x.com · See its data

Why it spread

It spread because the post paired a sharp Japan versus Taiwan pricing contrast with 31 likes, 3 reposts, 3 quotes, 14 saves, and 12,501 views, and the quote rate landed in the top quarter while the independent author and source reach also sat in the top quarter.

What worked

  • The post text sets up a clear tension by saying Japanese and Taiwanese ASP charts look like they are telling completely different stories.
  • It gives a concrete directional claim that Taiwan pricing has tripled since mid-2025 and is at an all-time high, while Japan pricing is increasing but not nearly as sharply.
  • The combination of an independent author, top quarter source reach, and top quarter quote rate gave the post credibility and discussion pull beyond its 31 likes and 3 reposts.

What to borrow

We could use the same form by taking two of our own charts that show the same category moving in different directions, naming the contrast in plain language, and stating one measured change without adding extra numbers.

Careful

Do not copy the lack of a source line, the absence of self-labelling, or the missing chart description, and do not over-read the 3 quotes or 14 saves as proof of broad demand.

Written by our analysis model from the measured numbers above, not by SemiAnalysis.

Make it yours

Your numbers, in this table chart.

Starts from the real numbers of "Substrate Divergence: Size Does Matter" by SemiAnalysis. Replace every number with yours before you post. Make one like this, step by step

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API · Max

Use this chart via API

On the Max plan you can pull this chart's numbers with the provenance of each one, as JSON or CSV, with its redraw spec, or call it from an agent over MCP. Chart id 707d67105021.

Approximate values. Our two readings of this chart agreed only in part (confidence 0.47 of 1), so check the original before you quote a number. The API marks it lowConfidence, and ?min_confidence=0.5 leaves it out.

PathReturnsPlan
GET/api/v1/charts/707d67105021Title, publisher, date, form, point count; with a Max key, the data linkOpen
GET/api/v1/charts/707d67105021/dataEvery point with its provenance and confidence, plus the redraw spec. Add ?format=csv for CSVMax
GET/api/v1/charts/707d67105021/render?view=1The draw-only view this page usesOpen
POST/mcpTool get_chart_data with this id, for Claude, Cursor and other agentsMax
curlMax
curl -s https://viral-chart.com/api/v1/charts/707d67105021/data \
  -H "Authorization: Bearer $VIRALCHART_KEY"
Claude CodeMax
claude mcp add --transport http viralchart https://viral-chart.com/mcp \
  --header "Authorization: Bearer $VIRALCHART_KEY"

60 requests a minute per key; over that you get 429 with Retry-After. Up to 5 keys per account, made on your account page and shown once. Without Max, the data route answers 402 with a link to the plans. The numbers describe a chart its publisher owns, and every file carries a license note.

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Questions people ask

How far did SemiAnalysis's "Substrate Size Divergence" chart travel?

27,383 views, 95 likes, 14 reposts and 49 saves on X, read Oct 14, 2026. A normal post from @SemiAnalysis_ gets about 52.2K views.

What kind of chart is it?

A annotated chart.

Can I use SemiAnalysis's chart?

Use the format, not the picture. The chart, logo and design belong to SemiAnalysis. ViralChart redraws the chart type with your numbers and words, and credits the original publisher.