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AI chip components

Our estimates of how much advanced logic wafer capacity, CoWoS packaging, and HBM memory leading AI chip designers consumed.

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ai_chip_components_quarterly_by_chip.csv

102 строк · 33 колонок · Обновлено 2026-11-09

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NameQuarterDesignerChip typeStart dateEnd dateLogic wafers (5th percentile)Logic wafers (median)Logic wafers (95th percentile)Logic cost (USD) (5th percentile)Logic cost (USD) (median)Logic cost (USD) (95th percentile)Logic share (%) (5th percentile)Logic share (%) (median)Logic share (%) (95th percentile)CoWoS wafers (5th percentile)CoWoS wafers (median)CoWoS wafers (95th percentile)CoWoS cost (USD) (5th percentile)CoWoS cost (USD) (median)CoWoS cost (USD) (95th percentile)CoWoS share (%) (5th percentile)CoWoS share (%) (median)CoWoS share (%) (95th percentile)HBM cost (USD) (5th percentile)HBM cost (USD) (median)HBM cost (USD) (95th percentile)HBM share (%) (5th percentile)HBM share (%) (median)HBM share (%) (95th percentile)Auxiliary cost (USD) (5th percentile)Auxiliary cost (USD) (median)Auxiliary cost (USD) (95th percentile)
AMD MI300A Q1 2024Q1 2024AMDMI300A2024-01-012024-03-3176.85250301578203127.61772563565145180.809360938674871229640.04825251252233310.19862390033435377.85783482250.0157118564946461260.0273871773373734650.039877073067809965364.1669634395903585.2256547312791816.95893886229613641669.6343959037022707.85677534911437425.1440721450.55176812642362161.0003857345833831.601880272279012210465954.2124620316856439.05445486323585568.969851320.38058015318043750.67425756217819451.0482475097711699664854.53889859561273223.82185667051940206.8060337715
AMD MI300X Q1 2024Q1 2024AMDMI300X2024-01-012024-03-311156.27175078054191342.20147125222821557.091455369422418500348.0124886723488525.74691399229584737.6520190280.236390164330059440.28804078377494040.34341280460633265075.7783715219275849.1691958604826729.1782307931950757783.7152192770190030.350325894208495.231104667.6905732901847389.9985798219837313.194467119202333174176544.62413487202112379.94321623233954768.7578896.3336925317867228.0844951977286510.39798972257284512673547.49848614615885265.80115547419611564.696762398
Amazon Trainium1 Q1 2024Q1 2024AmazonTrainium12024-01-012024-03-310.00.00.00.00.00.00.00.00.01978.5933292909422981.24346349539344209.80153461850519785933.2929094235774921.5619447258937221.484659072.99786868074385155.0961426726416988.2545128129774636132506.09072605555973324.4953190881436633.202199321.31390931239003852.23893297981276353.619405920097747821117833.2102840337077727.70870454659276331.10841457
Amazon Trainium2 Q1 2024Q1 2024AmazonTrainium22024-01-012024-03-31529.6543226291923700.2114797007786931.08635271373018474469.16206707612253700.89476362417690640.7015608740.108283431018634970.15026765186977010.2053488731272002831.77073899789821088.02695569726051423.43091257982138317707.389978982513056323.46836712619928032.77611751.2602586954513611.8598751379440352.79104100505847331973643.61602651342536543.9338670356467597.945172071.16267794967369141.70146175735468132.50967101978542573253245.9630179946010692.8571734438759304.842448745
Google TPU v5e Q1 2024Q1 2024GoogleTPU v5e2024-01-012024-03-312377.60531614661572897.94915073611173470.36421952051238041685.05834585450714110.1378819665936920.170889730.4860816767481470.62190927561655860.76538054686598795759.4783324748736883.7924350292898097.21167662221957594783.3247487382605509.22035146113360963.472711078.72648232193162711.76716655560562215.87688564043572465688399.2566277282424796.62326354101417566.384854532.38866906387737153.29699186493054164.50744739488242385707298.25042807105577206.10365716127192016.25798954
Google TPU v5p Q1 2024Q1 2024GoogleTPU v5p2024-01-012024-03-311781.37625805500282211.9260764721932673.67444246133528502020.12888004638708706.3382633850799814.4067653640.364187593522910860.474686501516693670.58967251777261942986.73843230267683646.7323183743144355.752714994222529867384.3230267743760787.8204917760980538.0099191144.5253612610646626.2337304587595128.540691598027887122445152.73604524155633341.26065034193804281.421401984.4525510085834636.22533365042601358.61352361872897623493553.35369442429361947.5344600635729711.09053138
NVIDIA H100/H200 Q1 2024Q1 2024NVIDIAH100/H2002024-01-012024-03-3112930.4073499138714184.82623963540415542.84492772948206886517.59862193248234459.19361958295314053.626860142.64351448198693273.04410966258590233.427937357042740320723.09163725111322577.1884930025324572.882229914423207230916.37251112270926261.91603035344020351.218801931.39862369280471638.5934846034231348.182122019440044726373721.1602472817296419.1915698929078491.680128626.4135898603726332.6918567676627941.29237740800571209989419.49223796235117429.4779154262415978.78555447
NVIDIA H20 Q1 2024Q1 2024NVIDIAH202024-01-012024-03-314031.4333988899994687.5463440387875447.12268972351664502934.3822399882032061.02067876103495331.104746790.82419310426461571.00596263067614871.2013499100917856320.8400771513087270.4472332527068361.32233658637263208400.7715130887245366.79903246117058512.712209219.57703041992622412.42811492863710416.39474967958112261763153.54224768303751382.66793203351173411.527945469.51866012880900712.15005530671728315.60770717901979847232741.759373656785950.80892341667644380.50514606
AMD MI300A Q2 2024Q2 2024AMDMI300A2024-04-012024-06-30429.74461019954185512.8782828389633603.68183026440816875913.76319266958975369.94968185811469954.7750237530.071780589310779170.090601833325448470.109740677560984481946.95807708336132312.54595249583372711.61465964428619469580.7708336127750551.42995000637962605.2350200042.23788284722225453.0229358856154694.108507060067155797424.4391953666686520.5210592378510078.774456251.44928375166741171.90532915774454952.49238345315734122087649.88262559823717657.2287566785401072.750838213
AMD MI300X Q2 2024Q2 2024AMDMI300X2024-04-012024-06-301534.86856813539751750.62590664829281981.539382304545624557897.0901663630635953.36634512237649248.263786370.25637033652194970.30925449939388850.36021537095564347110.9013719933988053.0828601569129024.08802104330871109013.7199339996636994.32188295126337232.294606318.17344985286597510.52690569955151813.672860637944407244018857.60344747278266357.2251587314674114.68770126.3381521455440897.9504673492902489.98965443453019731161787.5459500236824150.45495161443250074.67076639
Amazon Trainium1 Q2 2024Q2 2024AmazonTrainium12024-04-012024-06-300.00.00.00.00.00.00.00.00.01984.04364038252062974.74310541377874234.96467916641419840436.40382520535696917.2649653559289505.5083297942.28050993147416173.88855307897225936.41661315025214136288025.8087231655703803.1702097881132614.948844790.94254612490190021.59153723343456522.575638569804596520987853.70578013436931445.488213259312847.37856216
Amazon Trainium2 Q2 2024Q2 2024AmazonTrainium22024-04-012024-06-301304.13937171987351671.5550184904052023.288708276944120866229.94751797629252212.82358208738442485.4572619350.217831452503791320.295286336440836460.367804798184087072042.65807469221772579.41578938604833096.344819444989320426580.74692217630952989.4726325843348827.472229852.34788284447381333.37178534560267764.691431544613620678581339.6710432100382879.1975633123136135.71824192.04107375768943382.8680822627875233.9090836735949819523097.04454922313042660.80451145817811515.93716718

ai_chip_components_quarterly_by_designer.csv

43 строк · 32 колонок · Обновлено 2026-11-09

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NameQuarterDesignerStart dateEnd dateLogic wafers (5th percentile)Logic wafers (median)Logic wafers (95th percentile)Logic cost (USD) (5th percentile)Logic cost (USD) (median)Logic cost (USD) (95th percentile)Logic share (%) (5th percentile)Logic share (%) (median)Logic share (%) (95th percentile)CoWoS wafers (5th percentile)CoWoS wafers (median)CoWoS wafers (95th percentile)CoWoS cost (USD) (5th percentile)CoWoS cost (USD) (median)CoWoS cost (USD) (95th percentile)CoWoS share (%) (5th percentile)CoWoS share (%) (median)CoWoS share (%) (95th percentile)HBM cost (USD) (5th percentile)HBM cost (USD) (median)HBM cost (USD) (95th percentile)HBM share (%) (5th percentile)HBM share (%) (median)HBM share (%) (95th percentile)Auxiliary cost (USD) (5th percentile)Auxiliary cost (USD) (median)Auxiliary cost (USD) (95th percentile)
AMD Q1 2024Q1 2024AMD2024-01-012024-03-311278.02115357921021470.54897376632451689.478619348922619729988.06074118225721835.9455378933020115.509853850.261280819416318870.31558457359453080.372610477690533245630.9065618862096438.340388947657343.84088151949154399453.3496151777212738.20710114105645920.37517688.53167660891849911.0057100665771814.399688002979394190260143.003272218986185.5988037251650611.43089946.9185506546644368.75944742395214811.18447161915108413924363.92663071317172824.54749423320896873.304359816
Amazon Q1 2024Q1 2024Amazon2024-01-012024-03-31529.6543226291923700.2114797007786931.08635271373018474469.16206707612253700.89476362417690640.7015608740.108283431018634970.15026765186977010.20534887312720023046.4525436734494096.1757265176175353.26165239300928103640.68288840448831245.0303118578865254.260776564.6158371873840137.00200978891900310.49659147528041176003096.3656860799421726.24089798126963333.059825672.7637489587522213.9768690496359195.64281480265891826934391.98658364343101892.9628313165424565.89304648
Google Q1 2024Q1 2024Google2024-01-012024-03-314434.4695021935115114.7215621710595846.16430683570766543705.187225989422816.47614533116736734.577655090.90659049106105831.09763581631589861.2893575864646759239.10004388557910540.55988644316311929.62803238631687462167.6477755126366297.04084322174341501.482630213.99863643012966618.0180510879370323.39142751448297195290997.57363975238282875.02992994286517812.69123877.1014908208596279.53131500119719812.734125008499497114464790.44211233135183559.4410227157334017.33326554
NVIDIA Q1 2024Q1 2024NVIDIA2024-01-012024-03-3117461.98212959636318908.04017437345520437.7280319283271389451.9808619330266520.21429837398809384.731606963.56995734121960864.05772667377080954.50749214442307327768.1794208567629894.64130624294632117.07935257297270439317.1440242358171628.7150628461078863.9310111442.0729991225102451.1019509508426462.97466539720191020357600.57131021123117111.26264051243727568.287574837.1039127480476444.9246844505056255.2767808127811265664471.97090933292103141.2821132321114336.3794348
AMD Q2 2024Q2 2024AMD2024-04-012024-06-302037.2474924348812267.9917627592514.491279527754631433810.8533590339611323.3160269849119203.038810120.340283093977565340.4006490790281720.457098363579540039372.83826044608210380.19279636452711433.80762540468590578594.4907676124387545.75183296164299837.529626310.77337731085756513.5688794723719317.323950947582855308880890.7052141345285987.12770593384262348.926358648.0228802780575089.86531391793445612.1988047278209134709021.6824596540557721.24318740547189757.744980685
Amazon Q2 2024Q2 2024Amazon2024-04-012024-06-301304.13937171987351671.5550184904052023.288708276944120866229.94751797629252212.82358208738442485.4572619350.217831452503791320.295286336440836460.367804798184087074418.299863244825554.5444360988536911.87918969314340267017.1507473866649906.73759793102638332.980559655.0785055899365747.26084240012921910.472544226807793126629122.24142163157070122.66642588190572023.85020563.2890681101667954.4877177904693116.04990551905414633844838.0049685250330132.5867224973007345.32469057
Google Q2 2024Q2 2024Google2024-04-012024-06-305167.4536412330026058.1008746359916970.89163591575373446098.65449113105568440.28720278144562430.720381260.86312395501972011.07018578106740161.267207878352963210188.06480948294811823.0290218983813494.91658449527992711026.52899061141559932.61274475203267830.9583670211.71041932124476815.45493989790637820.44684330984133234276521.31781587287060003.2693608347416468.15821526.0851044498133988.20171437912459411.029094227244927122679708.74099894147515111.18191946174698342.1148708
NVIDIA Q2 2024Q2 2024NVIDIA2024-04-012024-06-3021524.740858989623301.3526463242925178.728867306916334221652.63273215407288279.166794491538484.0720743.59529484942852174.1162695699140014.577130911514017534312.2742117046536967.91787916858439694.0287476057333855061.68276095442955453.9766099570030037.721413539.4393956456375348.324075659043960.1424677994025741384342565.41753321523815062.56300161685838529.025658135.9569497511047643.5375732160857653.518683461132336082478.11667484368912292.22467256403988327.6977842
AMD Q3 2024Q3 2024AMD2024-07-012024-09-302993.95939739873763426.7120786964453912.87365362638343854720.9731964459542127.103498779915355.163807270.44908261302705250.54694736818098590.643384259351015113793.34980319884215595.60559621407417616.063511844266127222598.08007436185970160.30194953263818622.7645769412.77162018814707515.75313696587280219.573403902049186453664785.45556355518306248.47465277591123997.06837518.3825717933400510.53467984704578913.34968376396511251750284.9251888658620661.2769063865956884.69298049
Amazon Q3 2024Q3 2024Amazon2024-07-012024-09-303215.3253307322894084.292731837325033.20210392275451445205.2917166271475122.807153195630839.974532320.48228666778576970.65190570706160590.8275971305117737674.2569489105699322.67540172243811103.43706806421769949814.82693006111191919.23986925166433732.01437767.105793471213499.41684384012367412.33715229784913246485052.83759108302326439.7788021365730311.243946854.5544170886472866.1448463369675238.2594921238470450575848.6265327368375411.1940361992279681.01571569
Google Q3 2024Q3 2024Google2024-07-012024-09-306682.5174515986537637.79922279849058590.56525795401896224809.5759165133002865.39601332177830062.06828261.00235240376679261.21909109597371421.412525666596197811879.16997175900413491.38247242107915119.996793925486107714857.7732162161434162.01333028229194881.9332162710.9992314553324113.62765906305159516.799996437694983265763634.82610768315508979.81028205369611949.85417344.9106362680359886.4127841424854088.347153339073474132485115.34421144162865901.55195764194866538.40615743
NVIDIA Q3 2024Q3 2024NVIDIA2024-07-012024-09-3030046.81429260831332004.4647886578534020.44291305836459111079.80451274559224158.6086667674471041.31663954.5069087735080125.1083246517917045.59389834786153244615.4636873330347394.6683991060450250.026131117746453392688.09129465615151201.6643065794205573.529618341.3106145253083747.87340242333943555.83336236790862026320429.4366952213544958.8578882435230800.997853337.44124962004240644.9907511962985454.9961788843237411829537.24399483451667348.5569401494275749.7401018

ai_chip_components_supply_denominators.csv

8 строк · 12 колонок · Обновлено 2026-11-09

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QuarterStart dateEnd dateLogic supply (5th percentile)Logic supply (median)Logic supply (95th percentile)CoWoS supply (5th percentile)CoWoS supply (median)CoWoS supply (95th percentile)HBM supply (USD) (5th percentile)HBM supply (USD) (median)HBM supply (USD) (95th percentile)
Q1 20242024-01-012024-03-31453416.8308471714465976.1904761905489136.996904024745100058500.066000225000000025000000002750000000.0
Q2 20242024-04-012024-06-30550098.5083028427566079.3650793651598691.95046439646600076500.087000315000000035000000003850000000.0000005
Q3 20242024-07-012024-09-30608170.5600900648626515.873015873666683.43653250799000099000.0108000442800000049200000005412000000.0
Q4 20242024-10-012024-12-31811623.9797354349836571.4285714285892999.226006192105000117000.0129000671400000074600000008206000000.000001
Q1 20252025-01-012025-03-31739605.9667886294761904.7619047619810684.9845201238116250124687.5133125583200000064800000007128000000.000001
Q2 20252025-04-012025-06-30900160.4278074866927373.0158730159987186.5325077401138750149062.5159375707400000078600000008646000000.0
Q3 20252025-07-012025-09-301024066.98564593311054865.07936507931121938.8544891642161250173437.51856258523000000947000000010417000000.0
Q4 20252025-10-012025-12-311052516.18350689581085023.80952380951159144.7368421054183750197812.5211875102600000001140000000012540000000.000002