SemiAnalysis_

X · 84 atoms · 2026-06-23 → 2026-06-29 · 信用档先验 cred4

🟦 fact 54 · 🟥 take 30 · stance ▲18/▼9/◆3

覆盖实体 (top 10)

• NVDA — 9 atoms
• SemiAnalysis — 6 atoms
• Meta — 3 atoms
• GitHub — 3 atoms
• B300 — 3 atoms
• CXMT — 2 atoms
• T-Head — 2 atoms
• China front-end import — 2 atoms
• Naura — 2 atoms
• GB300 NVL72 — 2 atoms

话题分布 (top 8)

Token消耗 (3) · 推理性能 (3) · 竞争格局 (2) · 芯片设计周期 (2) · 进口数据 (2) · 半导体设备 (2) · 市场份额 (2) · 中国营收受挫 (2)

样例 atoms

• 2026-06-23 · Anthropic · AravSrinivas 的 Computer Slack coworker 在 SemiAnalysis 内部非常有用，这是 Anthropic 推出竞争产品的原因
• 2026-06-25 · US Grid · US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028?
• 2026-06-26 · GitHub · Since the disaster run in early 2026, reliability has been noticeably better over the past few months
• 2026-06-29 · China · the raw supply chain is overwhelmingly dominated by China, which controls roughly 80% of global tungsten mining, refining, and powder processing capacity.
• 2026-06-29 · China · China exports YTD are down ~50% YoY

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