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SemiAnalysis

Filtered to controversy pattern ×
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
-33.3%
growth rate
Acceleration
-0.833
velocity change
Sources
7
publications

Coverage Timeline

2024-12-26
SemiAnalysis 2 related

Benchmarking AMD's MI300X and Nvidia's H100 and H200; in theory, AMD's GPU has advantages in specs and total cost of ownership, but software bugs hold it back

This NVidia monopoly on #ai hardware is not good for anybody. … X: Nicholas Wilt / @cudahandbook : NVIDIA to churn the hardware instruction set with abandon, sometimes even committing featurecide and ...

2023-05-06
Bloomberg 20 related

Source: a leaked April 2023 internal document by Luke Sernau, a senior software engineer at Google, argues that open-source AI will outcompete Google and OpenAI

warning the company doesn't have one in A.I. John Battelle / John Battelle's Search Blog : Google and Commoditization: Anyone Need a BackRub? Agne Cimermanaite / Metaverse Post : Leaked Google Documen...

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 12 Techmeme 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 is set to sell $12B worth of H20 chips, or 1M+ units, in China in.... Frequently covered alongside Nvidia, Dylan Patel, AMD, and Huawei. 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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