SemiAnalysis
Role in each timeline
- Custom AI Silicon at the Hyperscalers: TPU, Trainium, Maia, MTIA and the OpenAI–Broadcom Chip
Reported that OpenAI provided the benchmark figures.
- Intel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Publisher that measured the logic density in the Panther Lake teardown.
- Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Analyst firm attributed by Tom’s Hardware with the reported Kyber NVL144 schedule claim.
- US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
Chip research firm led by Dylan Patel.
SemiAnalysis across every timeline
Every dated entry that names SemiAnalysis, from all 4 timelines, newest first.
- SemiAnalysis finds similar density for Panther Lake 18A and TSMC N3E logic Report
SemiAnalysis reported that its measurements found similar logic density between Panther Lake’s Intel 18A compute logic and TSMC N3E GPU logic. Notebookcheck reported the same SemiAnalysis finding.
on Intel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake - Patel alleges controlled AMD RFSoC was offered for China project Report
SemiAnalysis head Dylan Patel alleged that Puzhi Electronic Technology was crowdfunding a system based on AMD's Zynq UltraScale+ XCZU47DR RFSoC. The reports described the device as a U.S. export-controlled dual-use component.
on US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X - OpenAI publishes Jalapeño performance claims Report
OpenAI said Jalapeño delivered 1.5 to 1.9 times more AI work per watt at peak throughput and 1.7 to 3.6 times lower end-to-end latency than comparison systems. SemiAnalysis said it verified InferenceX runs in OpenAI's lab but did not run the full InferenceX benchmark suite or see AgentX results.
on Custom AI Silicon at the Hyperscalers: TPU, Trainium, Maia, MTIA and the OpenAI–Broadcom Chip - NVIDIA says its roadmap is intact Response
NVIDIA said, “Our roadmap is intact.” Tom’s Hardware published the statement in an article about the Rubin Ultra Kyber NVL144 rack.
on Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin