Silicon Analysts

Silicon Analysts Data Catalog: 48 semiconductor and AI-economics datasets — 16 interactive time-series, 5 sourced cost reference pages, 19 daily point-in-time ledger domains, 4 tool-embedded datasets, and 4 new series now accumulating (forecast vintages, WFE equipment order-book, fab construction milestones, trade-policy timeline). Every figure is dated and sourced from public materials. All datasets are queryable programmatically via the JSON API and MCP server — see /developers and /for-agents.

Every number in AI-chip economics, dated and sourced.

A living catalog: interactive time-series, sourced references, a daily point-in-time ledger, and event streams — every dataset queryable by humans and AI agents through one API.

since 2026-06-07, 81 points

TSMC N3 wafer · last 90 days

48
dataset families
9
domains moving daily
to 2004
deepest history
36
API endpoints
+ 20 MCP tools

ledger last frozen 2026-08-27 · next snapshot 2026-08-28 08:00 UTC

What moved this week

Real movements from the daily ledger — 2026-08-20 → 2026-08-27. Every change dated, sourced, and citable. 5 restatements (our model/method changes, not the market) sit on the full ledger, labelled.

GOOGLE GEMINI 3 1 PRO PREVIEW output $/Mtok▼ 34.4%
since 2026-07-12, 47 points
12 → 7.875 usd_per_mtokunrated2026-08-20 → 2026-08-27source ↗
GOOGLE GEMINI 3 1 PRO PREVIEW input $/Mtok▼ 31.2%
since 2026-07-12, 47 points
2 → 1.375 usd_per_mtokunrated2026-08-20 → 2026-08-27source ↗
GOOGLE GEMINI 3 5 FLASH output $/Mtok▼ 29.2%
since 2026-07-12, 47 points
9 → 6.375 usd_per_mtokunrated2026-08-20 → 2026-08-27source ↗
GCP B200 spot $/GPU-hr▼ 26.0%
since 2026-07-11, 48 points
6.69 → 4.954 usd_per_gpu_hrunrated2026-08-20 → 2026-08-27source ↗
DEEPSEEK DEEPSEEK V4 PRO output $/Mtok▲ 25.9%
since 2026-07-12, 47 points
0.87 → 1.095 usd_per_mtokunrated2026-08-20 → 2026-08-27source ↗
GOOGLE GEMINI 3 5 FLASH input $/Mtok▼ 25.0%
since 2026-07-12, 47 points
1.5 → 1.125 usd_per_mtokunrated2026-08-20 → 2026-08-27source ↗
Full change ledger →

Every dataset, one catalog

48 datasets across live charts, sourced references, tool-embedded series, daily ledger domains, and collectors accumulating now — filter by kind, topic, tier, or access surface.

Kind
Topic
TierAccess

29 of 48 datasets

TSMC Wafer Price by Node

Free key
Wafer & FoundryWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.2004→
$20,000/wafer
since 2000-01-01, 13 points

sourced Mar 2026

/api/v1/market-data/wafer-price-tsmcCSV

Foundry Wafer Price Comparison

Free key
Wafer & FoundryWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.2023→

Side-by-side wafer price comparison across TSMC, Samsung, and SMIC at comparable nodes (4nm, 3nm, 2nm).

/api/v1/market-data/wafer-price-comparisonCSV

HBM Price per GB by Generation

Free key
Memory & HBMWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.2020→
$15.6/GB20.0% vs H2 2025
since 2000-01-01, 7 points

sourced Jul 2026 (model)

/api/v1/market-data/hbm-pricingCSV

HBM Market Share by Vendor

Free key
Memory & HBMWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.2023→
53%0.5pp vs 2024
since 2000-01-01, 3 points

sourced Mar 2026

/api/v1/market-data/hbm-market-shareCSV

DDR4 8Gb Contract & Spot Price

Free key
Memory & HBMWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
$35.9/unit241.9% vs Q1 2026
since 2000-01-01, 20 points

sourced 2026-06-23

/api/v1/market-data/dram-ddr4-priceCSV

CoWoS Packaging Capacity (TSMC)

Free key
PackagingWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
72,500 wafers/month31.8% vs Mid-2025
since 2000-01-01, 6 points

sourced Mar 2026

/api/v1/market-data/cowos-capacityCSV

Fab Capacity Utilization

Free key
Wafer & FoundryWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
85%6.0pp vs Q1 2026
since 2000-01-01, 7 points

sourced Jul 2026

/api/v1/market-data/fab-utilizationCSV

Chip Design & NRE Cost by Node

Free key
Wafer & FoundryWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.pre-2010→
$585M
since 2000-01-01, 6 points

sourced Mar 2026

/api/v1/market-data/nre-design-costCSV

AI Accelerator Manufacturing Cost (COGS)

Free key
AI AcceleratorsWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
$6,750
since 2000-01-01, 5 points

sourced Mar 2026

/api/v1/market-data/ai-chip-bomCSV

Semiconductor Component Lead Times

Free key
Power, Policy & Supply ChainWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
28 weeks12.5% vs Q4 2024
since 2000-01-01, 13 points

sourced Mar 2026

/api/v1/market-data/component-lead-timesCSV

Semiconductor Capex by Company

Free key
Power, Policy & Supply ChainWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
$40.9B37.2% vs 2024
since 2000-01-01, 6 points

sourced Jan 2026

/api/v1/market-data/semiconductor-capexCSV

Hyperscaler AI Capex by Company

Free key
Power, Policy & Supply ChainWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
$44.2B11.8% vs Q4 2025
since 2000-01-01, 17 points

sourced Apr 2026

/api/v1/market-data/hyperscaler-ai-capexCSV

NAND Flash Pricing

Free key
Memory & HBMWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
$0.18/GB20.0% vs Q1 2025
since 2000-01-01, 8 points

sourced Mar 2026

/api/v1/market-data/nand-flash-pricingCSV

AI Server System BOM & Rack Cost

Free key
AI AcceleratorsWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
$751K
since 2000-01-01, 2 points

sourced Mar 2026

/api/v1/market-data/ai-server-system-bomCSV

AI Chip Cloud Spot Price

Free key
Cloud & LLMWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
$2.12/hr76.7% vs Q1 2026
since 2000-01-01, 6 points

sourced Apr 2026

/api/v1/market-data/ai-chip-cloud-priceCSV

GPU Rental Price per Effective FP8 PFLOP

Free key
Cloud & LLMWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
$1.01/hr per PFLOP35.3% vs Q1 2026
since 2000-01-01, 5 points

sourced Apr 2026

/api/v1/market-data/gpu-rental-price-per-tflopCSV

Semiconductor Wafer Pricing by Process Node

Open
Wafer & FoundryWeekly — wafer pricing refresh runs Mondays 11:30 UTC (multi-source corroborated, $250-grained).

300mm wafer prices for TSMC, Samsung, Intel from 28nm to 3nm — averages, ranges, NRE/mask costs, plus the historical ASP-by-node curve. Every row cited.

/api/v1/foundry/wafer-pricing

HBM Memory Pricing and Specifications

Open
Memory & HBMMon/Wed/Fri — HBM qualification & market refresh runs 09:00 UTC on those days. The bitDemand sub-table refreshes MONTHLY (1st, 10:00 UTC) — derived shipment-mix × per-SKU HBM content, published as ranges.

HBM cost per stack and per GB by generation (HBM2→HBM4), vendor market share, and per-accelerator HBM content — analyst estimates from public sources.

/api/v1/hbm

AI Accelerator Manufacturing Cost

Open
AI AcceleratorsWeekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.

Estimated manufacturing cost per AI accelerator — logic die, HBM, packaging (CoWoS), and gross-margin split. 18 chips from H100 through the 2026 generation via the API; the page walks through 8 flagship parts.

/api/v1/accelerators

LLM API Token Pricing

Open
Cloud & LLMWeekly — LLM token-pricing refresh runs Tuesdays 12:00 UTC; each row cites the provider's own pricing page, so a value only moves when a provider changes list prices.

Input/output token prices across frontier and open models, tracked over time — the $/token trend behind inference-cost economics.

/api/v1/llm-pricing

Foundry Allocation & Lead Times

Open
Power, Policy & Supply ChainWeekly — capacity/allocation refresh runs Mondays 11:00 UTC; weekly observations stack as a time series.2024→

Booking-to-delivery lead times and allocation status across leading-edge, mature, packaging (CoWoS/SoIC/WMCM) and HBM capacity — with the quarterly lead-time curve back to Q4 2024.

/api/v1/allocationmcp:get_foundry_allocation

HBM Qualification Status

Free key
Memory & HBMMon/Wed/Fri — HBM qualification & market refresh runs 09:00 UTC on those days. The bitDemand sub-table refreshes MONTHLY (1st, 10:00 UTC) — derived shipment-mix × per-SKU HBM content, published as ranges.2022→

Vendor × customer qualification matrix (SK Hynix / Samsung / Micron) with per-relationship milestone timelines back to 2022.

/api/v1/hbm-qualificationmcp:get_hbm_qualification

Foundry & Packaging Allocation

Free key
Power, Policy & Supply ChainWeekly — capacity/allocation refresh runs Mondays 11:00 UTC; weekly observations stack as a time series.2024→

Lead time, percent-locked, CoWoS capacity, and utilization signals by node — weekly observations stacking into a time series.

/api/v1/allocationmcp:get_foundry_allocation

Fab Capacity by Node Class

Free key
Wafer & FoundryEvent-driven — fab capacity readings land as public sources date them (foundry IR, WFE vendor earnings, government filings), reviewed before publication; the seed baseline is annual (2024–2028).2024→2028

65 fabs mapped worldwide with capacity (kWSPM) by node class and availability status, 2024–2028 baseline plus event-driven updates.

/api/v1/fabsmcp:get_fab_capacity

Foundry IR Economics

Free key
Wafer & FoundryWeekly — foundry IR economics refresh runs Mondays 14:30 UTC; quarterly estimates re-derive as new public IR facts land (bulk movement in earnings weeks).2022→

Quarterly per-node wafer ASP and utilization for 6 foundries, derived from public investor-relations disclosures.

/api/v1/foundry/economicsmcp:get_foundry_economics

Forecast Vintages

Pro
Power, Policy & Supply ChainWeekly — the forecast-vintage routine sweeps Thursdays 11:06 Pacific; a new vintage appears only when a research firm or company publishes a fresh forecast. Quiet weeks add nothing (by design — vintages are event-driven).since 2024

218 observations

Latest: trendforce · hbm_bit_supply_growth_pct · CY2027 · 2026-08-04

/api/v1/forecastsmcp:get_forecasts

WFE Equipment Order-Book

Pro
Power, Policy & Supply ChainWeekly — the WFE order-book routine checks the five equipment makers Tuesdays 11:02 Pacific; new rows cluster in earnings weeks (Jan/Apr/Jul/Oct) and are sparse otherwise.since 2024

524 observations

Latest: AMAT · FY2026Q3 · segment_revenue · 2026-08-13

/api/v1/wfe-signalsmcp:get_wfe_signals

Fab Construction Milestones

Pro
Wafer & FoundryWeekly — the fab-milestone routine sweeps Fridays 11:08 Pacific; construction/ramp events (and schedule slips) land as foundries and governments disclose them.since 2020

112 observations

Latest: Samsung · Onyang HBM Fab · announced · 2026-08-19

/api/v1/fab-eventsmcp:get_fab_events

Trade-Policy Timeline

Pro
Power, Policy & Supply ChainWeekly — the trade-policy routine sweeps Wednesdays 11:04 Pacific; events appear when a government action is published (Federal Register, BIS, MOFCOM, METI…). Empty weeks mean no published action.since Oct 2022

120 observations

Latest: Adjusting Imports of Polysilicon and Its Derivatives Into the United States · 2026-08-11

/api/v1/policy-eventsmcp:get_policy_events

The daily ledger

9 domains with daily movement, frozen every day since 2026-06-06 — append-only, database-enforced. What froze can never be edited.

Live — daily movement
Wafer pricing
TSMC N3 wafer
since 2026-06-07, 81 points
20,000$/wafer
moved 2026-08-02
GPU secondary market
H100 SXM used, median
since 2026-07-12, 47 points
21,500$
moved 2026-08-26
Foundry margins
AI GPU gross margin
since 2026-06-07, 81 points
75.2%
moved 2026-08-25
Foundry capacity
TSMC N3 capacity
since 2026-06-07, 81 points
2,160,000wafers/yr
moved 2026-08-25
Industrial electricity
US industrial power
since 2026-07-12, 47 points
8.71¢/kWh
moved 2026-08-02
HBM spot price
HBM3E 12-Hi price
since 2026-07-06, 53 points
8.33$
moved 2026-07-18
Commodity memory spot
DDR4 8Gb spot
since 2026-07-12, 47 points
27.015$
moved 2026-08-18
Cloud GPU rental
H100 on-demand (RunPod)
since 2026-07-11, 48 points
3.12$/GPU-hr
moved 2026-08-26
LLM token pricing
GPT-5.6 output tokens
since 2026-07-12, 47 points
30$/Mtok
flat 90d
Event-driven
Foundry IR economicsnew series per quarter; published periods are immutable
Reference
Chip cost · Defect density (D0) · NRE / design cost · Packaging & interposer · Chip archetypes
re-stamped daily; moves on evidence, not on a clock
Retired
HBM leading indicators · HBM market share · HBM revenue forecast · HBM supplier revenue — frozen history, still queryable
What moved →/api/v1/snapshot — replay any date

How deep the record goes

Coverage windows computed from the data itself — a depth claim that disagrees with the data cannot exist here.

TSMC Wafer Price by Node
Observations recorded as published; no archive backfill flag on this series.source_namecontract →
HBM Price per GB by Generation
Observations recorded as published; no archive backfill flag on this series.source_namecontract →
Foundry Allocation & Lead Times
Observations recorded as published; no archive backfill flag on this series.source_type→ projectedcontract →
HBM Qualification Status
Observations recorded as published; no archive backfill flag on this series.source_typecontract →
Fab Construction Milestones
backfilled to 2018-01-26; continuous capture since 2026-07-19source_typecontract →
Trade-Policy Timeline
backfilled to 2018-04-23; continuous capture since 2026-07-19source_typecontract →
Wafer pricing
History accrues in place from the ledger start (2026-06-06) — append-only, never backfilled; depth before the start cannot exist.sourcecontract →
2004201020152020today

Every dataset above is an endpoint

36 REST endpoints · 20 MCP tools · CSV for Sheets

curl https://siliconanalysts.com/api/v1/accelerators
API docs & free keyFor AI agents
Get the weekly supply-chain & pricing brief

HBM, wafer, and capacity movements each week — sourced, dated, human-reviewed.

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