Silicon Analysts

Silicon Analysts Data Catalog: 50 semiconductor and AI-economics datasets — 16 interactive time-series, 5 sourced cost reference pages, 20 daily point-in-time ledger domains, 4 tool-embedded datasets, and 5 new series now accumulating (forecast vintages, our own graded forecast track record, 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 2026-07-09, 91 points

TSMC N3 wafer · last 90 days

50
dataset families
9
domains moving daily
to 2004
deepest history
38
API endpoints
+ 23 MCP tools

ledger last frozen 2026-10-07 · next snapshot 2026-10-08 08:00 UTC

What moved this week

Real movements from the daily ledger — 2026-09-30 → 2026-10-07. Every change dated, sourced, and citable.

HBM Price per GB by Generation — HBM4 (Contract — per-stack basis)▲ 116.6%
since 2026-09-17, 21 points
16.67 → 36.11 usd_per_gbunrated2026-09-30 → 2026-10-07source ↗
DDR5 16GB SPOT spot $/unit (consensus low)▲ 51.8%
since 2026-07-18, 82 points
37.5 → 56.933 usd_per_chipunrated2026-09-30 → 2026-10-07source ↗
RUNPOD H200 on-demand $/GPU-hr▼ 21.8%
since 2026-07-11, 89 points
4.59 → 3.59 usd_per_gpu_hrunrated2026-09-30 → 2026-10-07source ↗
ARIZONA industrial ¢/kWh▲ 21.0%
since 2026-07-12, 88 points
7.73 → 9.35 cents_per_kwhunrated2026-09-30 → 2026-10-07
GEORGIA industrial ¢/kWh▲ 13.2%
since 2026-07-12, 88 points
8.86 → 10.03 cents_per_kwhunrated2026-09-30 → 2026-10-07
GPU AI gross margin▼ 11.5pp
since 2026-07-09, 91 points
75 → 63.55 pctunrated2026-09-30 → 2026-10-07
Full change ledger →

Every dataset, one catalog

50 datasets across live charts, sourced references, tool-embedded series, daily ledger domains, and collectors accumulating now — filter by kind, topic, tier, or access surface. The 16 time series have their own hub.

Kind
Topic
TierAccess

30 of 50 datasets

Silicon Wafer Price by Node (TSMC 300mm)

Free key
Wafer & FoundryExpected annual prints · validation-gated agent sweep, Sundays2004→
$20,000/wafer
since 2000-01-01, 13 points

sourced Mar 2026

/api/v1/market-data/wafer-price-tsmcCSVreference page

Foundry Wafer Price Comparison

Free key
Wafer & FoundryExpected annual prints · validation-gated agent sweep, Sundays2023→

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

/api/v1/market-data/wafer-price-comparisonCSVreference page

HBM Price per GB by Generation

Free key
Memory & HBMExpected monthly prints · validation-gated agent sweep, Sundays2020→
$15.6/GB20.0% vs H2 2025
since 2000-01-01, 7 points

sourced Oct 1, 2026

/api/v1/market-data/hbm-pricingCSVreference page

HBM Market Share by Vendor

Free key
Memory & HBMExpected quarterly prints · validation-gated agent sweep, Sundays2023→
53%0.5pp vs 2024
since 2000-01-01, 3 points

sourced Mar 2026

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

DRAM Spot & Contract Price (DDR4 8Gb)

Free key
Memory & HBMExpected weekly prints · validation-gated agent sweep, Sundays
$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
PackagingExpected quarterly prints · validation-gated agent sweep, Sundays
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 & FoundryExpected quarterly prints · validation-gated agent sweep, Sundays
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 & FoundryExpected annual prints · validation-gated agent sweep, Sundayspre-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 AcceleratorsExpected semi-annual prints · validation-gated agent sweep, Sundays
$6,750
since 2000-01-01, 5 points

sourced Mar 2026

/api/v1/market-data/ai-chip-bomCSVreference page

Semiconductor Component Lead Times

Free key
Power, Policy & Supply ChainExpected quarterly prints · validation-gated agent sweep, Sundays
28 weeks12.5% vs Q4 2024
since 2000-01-01, 13 points

sourced Mar 2026

/api/v1/market-data/component-lead-timesCSVreference page

Semiconductor Capex by Company

Free key
Power, Policy & Supply ChainExpected quarterly prints · validation-gated agent sweep, Sundays
$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 ChainExpected quarterly prints · validation-gated agent sweep, Sundays
$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 & HBMExpected quarterly prints · validation-gated agent sweep, Sundays
$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 AcceleratorsExpected semi-annual prints · validation-gated agent sweep, Sundays
$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 & LLMExpected monthly prints · validation-gated agent sweep, Sundays
$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 & LLMExpected monthly prints · validation-gated agent sweep, Sundays
$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/Thu — 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/Thu — 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

100+ fab and advanced-packaging sites mapped worldwide, with capacity (kWSPM) by node class and availability status where disclosed, 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

Free key
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).2018→

259 observations

Latest: trendforce · dram_contract_price_change_pct · CY2026Q4 · 2026-09-30

/api/v1/forecastsmcp:get_forecasts

Forecast Track Record

Open
Power, Policy & Supply ChainMonthly — our own scenario projections freeze into write-once vintage rows on the 2nd at 06:00 UTC (GitHub Actions); matured rows are graded in the same run. Between freezes the ledger does not move, by design.since 2026-07

74 observations

Latest: cowos-capacity-model · cowos-total · End 2026 · base · 2026-10-02

/api/v1/track-recordmcp:get_track_record

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

526 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

120 observations

Latest: VIS · VSMC Singapore 1 · hvm start · 2027-01-01

/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

132 observations

Latest: Measures To Restrict Stockpiling of Polysilicon and Polysilicon Derivatives Under Proclamation 11052 · 2026-09-24

/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 2026-07-09, 91 points
20,000$/wafer
moved 2026-08-02
GPU secondary market
H100 SXM used, median
since 2026-07-12, 88 points
21,500$
moved 2026-08-26
Foundry margins
AI GPU gross margin
since 2026-07-09, 91 points
63.55%
moved 2026-10-06
Foundry capacity
TSMC N3 capacity
since 2026-07-09, 91 points
2,040,000wafers/yr
moved 2026-09-29
Industrial electricity
US industrial power
since 2026-07-12, 88 points
9.77¢/kWh
moved 2026-10-02
Commodity memory spot
DDR4 8Gb spot
since 2026-07-12, 88 points
42.7$
moved 2026-09-29
Cloud GPU rental
H100 on-demand (RunPod)
since 2026-07-11, 89 points
2.69$/GPU-hr
moved 2026-09-15
LLM token pricing
GPT-5.6 output tokens
since 2026-07-12, 88 points
20$/Mtok
moved 2026-09-02
Curated market prints
HBM3E contract, per-stack prints
since 2026-09-17, 21 points
13.89$/GB
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 spot price · 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.

Silicon Wafer Price by Node (TSMC 300mm)
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_type→ projectedcontract →
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

38 REST endpoints · 23 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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