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@SemiAnalysis_ Avatar @SemiAnalysis_ SemiAnalysis

SemiAnalysis posts on X about ai, open ai, $googl, japan the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence technology brands XXXXX% stocks #3392 finance XXXX% countries XXXX% social networks XXXX% currencies XXXX% automotive brands XXXX% products XXXX%

Social topic influence ai 12.77%, open ai #1365, $googl #3627, japan 4.26%, samsung #2938, ceo 2.13%, github 2.13%, metric 2.13%, inference 2.13%, $10k XXXX%

Top accounts mentioned or mentioned by @bullmeechum3 @stackalphaio @aqertwy @hihi89710699232 @dwarkeshsp @anushelangovan @amd @dylan522p @gartnerinc @ibm @nebiusai @coreweave @ovhcloud @lambdaapi @paryzhov @tombardy4 @billsun_ai @okitwist @tbpn @markankcorn

Top assets mentioned Alphabet Inc Class A (GOOGL) GE Vernova Inc. (GEV) IBM (IBM)

Top Social Posts

Top posts by engagements in the last XX hours

"TPUv7: Google Takes a Swing at the King Potential end of the CUDA Moat Anthropics 1GW+ TPU Purchase The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) you save Next Generation TPUv8AX and TPUv8X versus Vera Rubin All the 3D Torus Cube Diagrams you could possibly want and more"
X Link 2025-11-28T13:36Z 49.9K followers, 745.4K engagements

"Dylan's cousin @dwarkesh_sp asked Microsoft's CEO why GitHub Copilot's market share in the AI coding space declined from XXX% to XX% in just XX months. Many observers have noted that GitHub's engineering velocity isn't keeping pace with competitors which is reflected in this significant loss of market share"
X Link 2025-12-08T14:00Z 49.9K followers, 112.8K engagements

"Everyone likes to compare chips using peak FLOPs but the additional puzzle to the formula of Performance per TCO is Model Flops Utilization (MFU) MFU is the real-world metric that determines how much compute you actually extract per dollar. And MFU varies wildly across users workloads scaling sizes and software maturity. Most people dont realize how sensitive it is: small changes in kernels sharding strategies or batch-size decisions can swing utilization by XX. MFU drops as clusters scale up because communication overhead grows faster than compute. A well-tuned single node might hit XX to"
X Link 2025-12-11T16:00Z 49.9K followers, 13K engagements

"There is a surge of interest in optics across the industry. In this X post we will look into Co-Packaged Optics (CPO) one of the most important emerging trends within the broader optics landscape. (1/5)🧵"
X Link 2025-12-12T21:31Z 49.9K followers, 90K engagements

"IMPORTANT: A common misconception about OpenAI's upcoming custom chip is that since it is a custom chip it won't be flexible and will be a dataflow machine. OpenAI has recognized that the 100x efficiency gains for training and inference happen at the algorithm layer and the hardware chip needs to be flexible enough to accommodate these algorithm changes. We went from just pre-training transformers to now doing RL post-training on transformers. We went from dense transformers to MoE transformers to soon ultra-sparse transformers that have X active experts per token out of 2048 total experts."
X Link 2025-12-05T22:47Z 49.9K followers, 149.5K engagements

"BREAKING: Anthropic partners with Arista for their ethernet networking needs. Arista posted a video on their LinkedIn/YouTube featuring Tom Brown Anthropic's Chief Compute Officer and Co-founder discussing how "this partnership combines Anthropic's AI expertise with Arista's networking excellence." Will Anthropic be using Arista's switches for the DCN network for their on-prem TPU clusters"
X Link 2025-12-10T00:04Z 49.9K followers, 36.4K engagements

"As we wrote in our TPUv7 article Anthropic will be physically buying 400k TPUv7 & deploying TPUs in its own facilities. They will be buying $XX billion worth of TPUv7 in terms of finished racks that Broadcom will sell directly to Anthropic. As Anthropic has announced Fluidstack will handle on-site setup cabling burn-in acceptance testing and remote hands work as Anthropic offloads managing physical servers. DC infrastructure will be supplied by TeraWulf (WULF) and Cipher Mining (CIFR). There is an further 600k TPUv7 units will be rented through Google Cloud and not bought in a deal we"
X Link 2025-12-13T16:00Z 49.9K followers, 58.2K engagements

"How to Kill X Monopolies with X Tool Substrate X-Ray Lithography a New American Foundry $10k Logic Wafers"
X Link 2025-10-29T21:05Z 49.8K followers, 403.6K engagements

"Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and that's exactly what Soitec has done. Recently it discovered a new application for Smart Cut: its own share price. This year it has Smart Cut its own share price in half not once but twice Who said that Europe can't innovate"
X Link 2025-11-25T16:09Z 49.8K followers, 152.3K engagements

"The AI Infrastructure Grand Prix: CAPEX Wars & Legacy Debt🏎💸 A SemiAnalysis breakdown of the Cloud Grid. (1/6)🧵"
X Link 2025-11-26T01:08Z 49.7K followers, 65.8K engagements

"San Francisco is at the heart of the AI boom. Technology infuses this beautiful city by the bay. The XXX is littered with tech startup billboards with great design rather than DUI lawyer ads. Even the art director at SFO has curated a TPU 4D torus diagram. @dylan522p was last seen attempting to watermark the artwork in an attempt to seek royalties for his companys excalidrawers"
X Link 2025-12-03T06:19Z 49.8K followers, 19.2K engagements

"A semiconductor is a material whose electrical conductivity lies between that of a conductor and an insulator. To achieve this property doping is applied to a silicon wafer to adjust its electrical characteristics. (1/7)🧵"
X Link 2025-12-03T20:38Z 49.5K followers, 20.6K engagements

"An ion implanter is a large and complex system second in size only to an EUV lithography tool. While a High-NA EUV scanner is about XX meters long an ion implanter typically measures XX meters. It comprises several subsystems including the gas delivery system vacuum system electrical system control system and most importantly the ion beamline system. ⚆ Gas delivery system: toxic gases are used to generate dopant ions they are stored in separate low-pressure gas cylinders for safety. ⚆ Vacuum system: The entire ion beamline must operate in a high-vacuum environment to prevent ions from"
X Link 2025-12-03T20:38Z 49.8K followers, 4821 engagements

"In the ion implantation market AMAT holds the leading position followed by Axcelis. It is also worth noting that AIBT has been gradually gaining traction in the implanter segment. Its parent company Hermes Epitek sold its subsidiary Hermes Microvision to ASML in 2016 for USD XXX billion making it one of the few Taiwanese companies with independent R&D capability in front-end semiconductor processes. (7/7)"
X Link 2025-12-03T20:38Z 49.8K followers, 4568 engagements

"Just like in the movie Cars NVIDIA is coming back to help Intel despite their previous fierce competition. In the film Lightning McQueen helps The King a crashed competitor cross the finish line during the final moments of the Piston Cup race"
X Link 2025-12-04T06:24Z 49.8K followers, 35.8K engagements

"Massive IT load growth. A transforming electric grid. Five-year lead times for turbines. Why not build more of them Well GE and Siemens have seen this story before. (1/8)🧵"
X Link 2025-12-04T18:58Z 49.8K followers, 31.7K engagements

"The difference however is in Mitsubishi Heavy Industries the underdog among this new Big Three. Mitsubishi was a small fish through the '90s and '10s and they survived the past two turbine busts relatively unscathed. Maybe this is why they're more excited to expand than GE Vernova and Siemens Energy. (8/8)"
X Link 2025-12-04T18:58Z 49.8K followers, 6204 engagements

"ClusterMAX 2.0: The Industry Standard GPU Cloud Rating System XX% Coverage By Volume XX Providers Rated XXX Providers Tracked 140+ Customers Surveyed 40000 Words For Your Enjoyment"
X Link 2025-11-06T17:08Z 49.9K followers, 487.9K engagements

"During our intro call with IBM the analyst relations team stated that they "would only be willing to participate if guaranteed a silver rating or higher".Maybe this is how it works with analysts like @Gartner_inc and why their ratings show @IBM @nebiusai and @CoreWeave and @OVHcloud @LambdaAPI (2/6)"
X Link 2025-11-21T17:35Z 49.9K followers, 93.6K engagements

"We hear from clients and newsletter subs that our content is too hard to understand. Sorry for the 10K word writeups heres your infographic"
X Link 2025-11-29T15:21Z 49.9K followers, 274.7K engagements

"NotebookLM recently introduced a new function that lets you generate slides and infographics in a single click. (1/5)🧵"
X Link 2025-11-30T19:04Z 49.9K followers, 111.1K engagements

"AWS Trainium3 Deep Dive A Potential Challenger Approaching Step-Function Software & System Improvements Amazon Basics GB200 NVL36x2 NL72x2/NL32x2 Scale Up Rack Architecture Optimized Perf per TCO Trainium4"
X Link 2025-12-04T19:13Z 49.9K followers, 125.5K engagements

"Ooga Booga ASIC Wars continue"
X Link 2025-12-04T23:03Z 49.9K followers, 51.9K engagements

"The semiconductor foundry industry grew XX% y/y to $45.9B in 3Q25 marking its seventh straight quarter of growth. AI/HPC seasonal smartphone and PC demand and tariff pull-ins helped. TSMC drove XX% of q/q incremental revenue and XX% of incremental wafer shipments. TSMCs revenue share expanded to XX% outgrowing the market for the 13th consecutive quarter. (1/7)🧵"
X Link 2025-12-08T20:46Z 49.9K followers, 39.4K engagements

"As we wrote in our TPUv7 article TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10000 word article. There will be X versions of TPU v8 but this will be different from the P (full) and E (lite) SKUs that featured in the then 4th and 5th generations. Rather it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing"
X Link 2025-12-09T03:35Z 49.9K followers, 130.1K engagements

"Google is taking two different paths to build its next-generation TPU v8 systems: TPUv8ax (Sunfish) and TPUv8x (Zebrafish). The key difference is how much is fully built by a supplier versus how much Google sources and assembles on its own. With TPUv8ax Sunfish Broadcom delivers a complete ready-made unit. Broadcom provides everything - the main processing chips the memory the supporting chips and the full package designso Google pays one bundled price like buying a fully assembled computer. With TPUv8x Zebrafish Google takes a more hands-on approach. Google buys the main processor wafers and"
X Link 2025-12-10T19:00Z 49.9K followers, 78.9K engagements

"Apple's iPhone SoC which are by far the highest volume chip produced on leading edge nodes just got a significant die shrink while packing in higher performance cores and more cache A19 Pro is XX% smaller than A18 Pro A19 is X% smaller than A18 Looking at core areas The P-Core shrank by X% while the E-Core and GPU are XX% larger reflecting the increased transistor budget for the large efficiency gains seen in benchmarks. Apple moved from TSMC's N3E to N3P which brings a X% area reduction. How did they achieve a XX% shrink The cache macro doubled in size to 32KB for a XX% higher density cache:"
X Link 2025-12-11T00:05Z 49.9K followers, 90.4K engagements

"OpenAI shipped a new model today GPT-5.2 showcases OpenAI's incredible post-training stack in action: significant gains in knowledge work (think building a financial model) long-context capability and coding. GPT-5.2 likely involved additional mid-training to refresh the cutoff date plus significant amounts of RL. One catch: OpenAI raised pricing 40%. Is it worth it SWE-Bench Pro results offer an interesting perspective. GPT-5.2 is able to reach higher scores at comparable cost to XXX Codex Max while also continuing to push the capability ceiling. This price hike will directly increase"
X Link 2025-12-11T21:44Z 49.9K followers, 44.9K engagements

"Big Chungus OpenAI: Introducing SWE-Lancer: the most rigorous economically-grounded evaluation of AI coding ability ever created. Also OpenAI: we couldn't get XX% of the SWE-Lancer problems to run on our infrastructure"
X Link 2025-12-12T16:00Z 49.9K followers, 25.8K engagements

"Last weekend we are honored to participate in the 2025 Japan-Korea-Taiwan Emerging Technology Strategic Dialogue organized by DSET (Research Institute for Democracy Society and Emerging Technology). The topics cover AI semiconductors energy and drones and we will be providing insights on the semiconductor segment. (1/7)"
X Link 2025-12-13T21:18Z 49.9K followers, 8538 engagements

"In the past Japan has long dominated the photoresist market led by companies such as JSR TOK and ShinEtsu with strong expertise in ArF and EUV photoresist technologies. Korea entered the field later driven by Samsung and SK Hynixs advanced process needs and accelerated domestic development after the 2019 trade dispute with Japan to reduce supply chain risks. Korea has been closing the gap in EUV photoresists for DRAM and logic applications creating a competitive dynamic focused on high-end materials and supply security. Therefore the relationship between Japan Korea and Taiwan has long been"
X Link 2025-12-13T21:19Z 49.9K followers, XXX engagements

"Over the past X to X years this situation has begun to change. The reason is that these three countries have increasingly focused on specific areas of technology. For Taiwan advanced semiconductor manufacturing and packaging have taken the lead. Korea on the other hand is home to two world-class memory manufacturers (Samsung and SK Hynix). Japan has become more concentrated on advancing semiconductor materials and process equipment. As a result the relationship among the three countries has shifted from primarily competitive to largely cooperative. Examples include TSMC producing logic dies"
X Link 2025-12-13T21:19Z 49.9K followers, XXX engagements