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SemiAnalysis

Filtered to Acquisitions & M&A ×
21 articles – decelerating

SemiAnalysis has appeared in 21 articles since 2023-02. Coverage peaked in 2025Q3 with 4 articles. Frequently mentioned alongside Nvidia, Dylan Patel, AMD, Meta.

Articles
21
mentions
Velocity
-50.0%
growth rate
Acceleration
-0.167
velocity change
Sources
8
publications

Patterns

Related Entities

Nvidia 16 Dylan Patel 8 AMD 6 Meta 5 China 5 GPU 3 Huawei 3 Google 3

Top Voices

@dylan522p 11 discussions @dwarkesh_sp 10 discussions @cudahandbook 10 discussions @firstadopter 4 discussions @semianalysis_ 4 discussions @simonw 3 discussions @benbajarin 3 discussions @jukan05 3 discussions

Explore Further

Browse all articles Momentum analysis Find correlations Compare with Nvidia

Coverage Timeline

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 13 tech news articles mentioning SemiAnalysis, dating back to July 2024. The biggest stories include SemiAnalysis: DeepSeek spent “well over $500M on GPUs”; TechInsights says DeepSeek isn't... and SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to.... Frequently covered alongside Nvidia, Dylan Patel, Huawei, and AMD. Coverage has shifted toward consumer, research themes and away from enterprise.

Key Moments

2025Q3enterprise -100pts; competition +100pts
2025Q4developer +100pts; research +100pts; competition -100pts
2026Q1developer -100pts; research -100pts; funding +33pts

Relationships

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