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Company

SemiAnalysis

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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

Patterns

Related Entities

Nvidia 14 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 @simonw 3 discussions @benbajarin 3 discussions @goldman 2 discussions @sarahdingwang 2 discussions

Explore Further

Browse all articles Momentum analysis Find correlations Compare with Nvidia

Coverage Timeline

2026-02-19
The Information

Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising

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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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