Silicon Analysts

Name: Curated, source-cited time-series panel of semiconductor supply-chain economics: TSMC wafer prices by process node, foundry price comparisons, HBM price per GB by generation, HBM vendor market share, DDR4 contract & spot prices, NAND/eSSD contract pricing, CoWoS advanced-packaging capacity, fab utilization rates, chip-design NRE costs, cloud GPU rates and AI accelerator bill-of-materials cost breakdowns.
Creator: Silicon Analysts

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Curated, source-cited time-series panel of semiconductor supply-chain economics: TSMC wafer prices by process node, foundry price comparisons, HBM price per GB by generation, HBM vendor market share, DDR4 contract & spot prices, NAND/eSSD contract pricing, CoWoS advanced-packaging capacity, fab utilization rates, chip-design NRE costs, cloud GPU rates and AI accelerator bill-of-materials cost breakdowns.

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Coverage

Universe, instruments and categories.

Industry: Semiconductors
Instruments: equities
Categories: AlternativePriceSupply Chain

Dataset card

Type: not stated
Format: Tabular — JSON and CSV per-series endpoints plus an MCP endpoint; rendered as chart/table pages
Volume: 16 dataset families / 38 documented endpoints; visible per-series counts include HBM pricing 41 points x 9 series, DDR4 31 points x 2 series, HBM market share 15 points x 6 series, wafer price 15 points, AI chip BOM 15 points x 3 series — implying roughly 1,000-2,000 individually dated, individually cited observations in the delivered panel.
Users: ~1K-10K registered subscribers (inferred — a weekly newsletter plus a gated 'Pro' tier are the only registration surfaces; no account count is disclosed and the operation is single-person)
History: 10 years
Update frequency: not stated
Growth: Active — data prints dated Mar 2026 through 1 Oct 2026, market items dated 6-8 Oct 2026, and a live developer API/MCP surface being expanded.
Launched: ~2025-2026 (founder's public analysis activity dated from early 2026; all catalog content carries 2024-2026 dates, so the data product itself is recent)
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

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