{ "data_version": "1", "schema": "https://whatledto.com/data", "id": "semianalysis", "name": "SemiAnalysis", "kind": "company", "url": "https://whatledto.com/who/semianalysis", "description": "", "same_as": [], "timelines": [ { "slug": "hyperscaler-custom-accelerators", "title": "Custom AI Silicon at the Hyperscalers: TPU, Trainium, Maia, MTIA and the OpenAI–Broadcom Chip", "url": "https://whatledto.com/events/hyperscaler-custom-accelerators", "json": "https://whatledto.com/events/hyperscaler-custom-accelerators.json", "role": "Reported that OpenAI provided the benchmark figures.", "entries": 1, "updated_at": "2026-10-14T06:27:24.396104+00:00" }, { "slug": "intel-foundry-18a", "title": "Intel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake", "url": "https://whatledto.com/events/intel-foundry-18a", "json": "https://whatledto.com/events/intel-foundry-18a.json", "role": "Publisher that measured the logic density in the Panther Lake teardown.", "entries": 1, "updated_at": "2026-10-14T05:41:20.502250+00:00" }, { "slug": "nvidia-datacenter-gpu-roadmap", "title": "Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin", "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap", "json": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap.json", "role": "Analyst firm attributed by Tom’s Hardware with the reported Kyber NVL144 schedule claim.", "entries": 1, "updated_at": "2026-10-14T03:03:04.564026+00:00" }, { "slug": "amd-china-export-controls", "title": "US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X", "url": "https://whatledto.com/events/amd-china-export-controls", "json": "https://whatledto.com/events/amd-china-export-controls.json", "role": "Chip research firm led by Dylan Patel.", "entries": 1, "updated_at": "2026-10-14T02:01:40.262749+00:00" } ], "entries": [ { "timeline": "intel-foundry-18a", "id": 1755, "url": "https://whatledto.com/events/intel-foundry-18a#n1755", "date": "2026-09-26", "date_precision": "day", "title": "SemiAnalysis finds similar density for Panther Lake 18A and TSMC N3E logic", "summary": "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.", "type": "report", "entities": [ "Intel", "Intel 18A", "Panther Lake / Core Ultra Series 3", "SemiAnalysis", "TSMC", "TSMC N3E" ], "parties": [ "intel", "intel-18a", "panther-lake-core-ultra-series-3", "semianalysis", "tsmc", "tsmc-n3e" ], "sources": [ { "url": "https://newsletter.semianalysis.com/p/intel-panther-lake-teardown", "outlet": "SemiAnalysis", "published": "2026-09-26", "quote": "Our measurements put Panther Lake’s 18A compute logic and TSMC N3E GPU logic at similar logic density." }, { "url": "https://www.notebookcheck.net/Panther-Lake-teardown-reveals-Intel-18A-in-detail-TSMC-still-leads-in-density.1410032.0.html", "outlet": "Notebookcheck", "published": "2026-09-27", "quote": "SemiAnalysis measured Panther Lake’s 18A compute logic and found that it has roughly the same density as the GPU logic manufactured on TSMC’s N3E process." } ] }, { "timeline": "amd-china-export-controls", "id": 1475, "url": "https://whatledto.com/events/amd-china-export-controls#n1475", "date": "2026-09-19", "date_precision": "day", "title": "Patel alleges controlled AMD RFSoC was offered for China project", "summary": "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.", "type": "report", "entities": [ "AMD", "Dylan Patel", "SemiAnalysis", "Puzhi Electronic Technology", "Zynq UltraScale+ XCZU47DR" ], "parties": [ "amd", "dylan-patel", "semianalysis", "puzhi-electronic-technology", "zynq-ultrascale-xczu47dr" ], "sources": [ { "url": "https://theprimary.com/ai-tech/2026-09-19/amd-china-military-chips", "outlet": "Primary", "published": "2026-09-19", "quote": "“Dylan Patel, who founded the chip research firm SemiAnalysis, made the assertion on September 19, 2026, in a public post on X.”" }, { "url": "https://www.tomshardware.com/tech-industry/leading-semiconductor-analyst-accuses-amd-of-treason-over-restricted-chips-availability-in-china-amd-blames-diversion-of-export-controlled-rfsoc-usd36-000-radar-silicon-allegedly-quoted-at-usd1-000-for-crowdfunding-project", "outlet": "Tom’s Hardware", "published": "2026-09-24", "quote": "“Dylan Patel, the head of top semiconductor analysis company SemiAnalysis, has discovered that China's Puzhi Electronic Technology is crowdfunding development of a system based on AMD's Zync UltraScale+ XCZU47DR RFSoC, which is a U.S. export-controlled dual-use component.”" } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 1657, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n1657", "date": "2026-08-25", "date_precision": "day", "title": "OpenAI publishes Jalapeño performance claims", "summary": "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.", "type": "report", "entities": [ "OpenAI", "Jalapeño", "SemiAnalysis", "InferenceX" ], "parties": [ "openai", "jalape-o", "semianalysis", "inferencex" ], "sources": [ { "url": "https://openai.com/index/jalapeno-first-results/", "outlet": "OpenAI", "published": "2026-08-25", "quote": "Across all three, 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 the comparison systems." }, { "url": "https://newsletter.semianalysis.com/p/openai-jalapeno-better-than-nvidia", "outlet": "SemiAnalysis", "published": "2026-08-25", "quote": "We verified the InferenceX runs in person in the lab, but we did not run the full suite of InferenceX benchmarks nor have we seen AgentX results." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 663, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n663", "date": "2026-07-06", "date_precision": "day", "title": "NVIDIA says its roadmap is intact", "summary": "NVIDIA said, “Our roadmap is intact.” Tom’s Hardware published the statement in an article about the Rubin Ultra Kyber NVL144 rack.", "type": "response", "entities": [ "Nvidia", "Rubin Ultra", "Kyber NVL144", "SemiAnalysis", "Tom’s Hardware" ], "parties": [ "nvidia", "rubin-ultra", "kyber-nvl144", "semianalysis", "toms-hardware" ], "sources": [ { "url": "https://www.tomshardware.com/pc-components/gpus/nvidias-kyber-rack-for-rubin-ultra-slips-to-2028", "outlet": "Tom’s Hardware", "published": "2026-07-06", "quote": "“Our roadmap is intact.”" } ] } ], "often_with": [ { "id": "nvidia", "name": "Nvidia", "url": "https://whatledto.com/who/nvidia", "json": "https://whatledto.com/who/nvidia.json", "shared_timelines": 4 }, { "id": "amazon-web-services", "name": "Amazon Web Services", "url": "https://whatledto.com/who/amazon-web-services", "json": "https://whatledto.com/who/amazon-web-services.json", "shared_timelines": 3 }, { "id": "microsoft", "name": "Microsoft", "url": "https://whatledto.com/who/microsoft", "json": "https://whatledto.com/who/microsoft.json", "shared_timelines": 3 }, { "id": "tsmc", "name": "TSMC", "url": "https://whatledto.com/who/tsmc", "json": "https://whatledto.com/who/tsmc.json", "shared_timelines": 3 }, { "id": "google-cloud", "name": "Google Cloud", "url": "https://whatledto.com/who/google-cloud", "json": "https://whatledto.com/who/google-cloud.json", "shared_timelines": 2 }, { "id": "amd", "name": "AMD", "url": "https://whatledto.com/who/amd", "json": "https://whatledto.com/who/amd.json", "shared_timelines": 2 }, { "id": "us-government", "name": "U.S. government", "url": "https://whatledto.com/who/us-government", "json": "https://whatledto.com/who/us-government.json", "shared_timelines": 2 }, { "id": "us-department-of-commerce", "name": "U.S. Department of Commerce", "url": "https://whatledto.com/who/us-department-of-commerce", "json": "https://whatledto.com/who/us-department-of-commerce.json", "shared_timelines": 2 } ], "license": { "holder": "What Led To", "terms": "https://whatledto.com/methodology#reuse", "summary": "Quote entries with attribution and a link to the entry; do not republish whole timelines or train models on the text." } }