Semiconductor Financial Intelligence for Investors
Silicon Analysts provides structured foundry economics, HBM market data, and allocation signals for semiconductor equity research. Track TSMC revenue by node, gross margin trends, AI accelerator cost breakdowns, and foundry allocation status.
The semiconductor data platform behind smarter investment theses
Structured foundry economics, HBM market data, and allocation signals \u2014 updated with every earnings cycle. From $149/month.
You're building TSMC models from earnings call transcripts and scattered analyst notes. We structure the data so you don't have to.
Your semiconductor data toolkit
Chip Economics by Node
Manufacturing cost breakdown for 18 AI accelerators. See BOM, gross margin, and ASP data you'd normally extract from 10-Ks.
Foundry Allocation Tracker
NEWWhich TSMC nodes are sold out, which are loosening, and what that means for revenue mix. Updated quarterly post-earnings.
HBM Supply Chain Intelligence
SK Hynix, Samsung, Micron — market share, pricing trends, allocation data. The memory data your models need.
Data depth at a glance
Earnings Tracker
NEWUpcoming earnings dates, key metrics from recent reports, and what to watch for TSMC, NVIDIA, AMD, ASML, SK Hynix, Micron, and more.
View earnings calendar →Pull our data directly into your models
Free API with 10 requests/day. Pro: unlimited + CSV export.
42x cheaper than TrendForce Foundry Diamond
The semiconductor data you need for a fraction of what incumbents charge.
| Provider | Annual Price |
|---|---|
| SemiAnalysis (Individual) | ~$500/yr |
| Silicon Analysts Pro← | $149/mo ($1,788/yr) |
| SEMI Fab Forecast | $7,550–$11,100/yr |
| TrendForce Foundry Diamond | $45,000–$75,000/yr |
| TechInsights Platform | $50,000–$500,000+/yr |
Frequently Asked Questions
- Where can I find TSMC revenue by technology node data?
- Silicon Analysts tracks TSMC quarterly revenue breakdown by node (3nm, 5nm, 7nm, 16nm, mature) from SEC 6-K filings. The Financial View on our Cost Bridge tool shows this data with interactive charts. Advanced nodes (7nm and below) reached 77% of TSMC revenue in Q4 2025.
- How do I model HBM pricing for a semiconductor DCF?
- Our HBM Market Analysis tool provides spot pricing, supplier revenue forecasts, and market share data for SK Hynix (57% share), Samsung (22%), and Micron (21%). HBM revenue is projected to reach $55–$58B in 2026, up from ~$36B in 2025.
- What is TSMC's gross margin by technology node?
- TSMC does not disclose per-node margins publicly. Our platform provides estimated node-level margins derived from IBS and Morgan Stanley analyst models, ranging from ~23% for mature 28nm to ~35% for leading-edge 3nm. Corporate gross margin reached a record 62.3% in Q4 2025, guided to 63–65% for Q1 2026.
- Where can I track foundry allocation and lead times?
- Our Allocation Dashboard tracks lead times, utilization estimates, and packaging capacity across TSMC, Samsung, Intel, and advanced packaging (CoWoS, which has 50+ week lead times). Data is updated quarterly after earnings with supply chain signals.