Accelerator & HBM Model

The SemiAnalysis AI accelerator model provides historical and future data on accelerator production by company and type from 2023 to 2027. It covers specific product lines from Nvidia, Google, Meta, AWS, AMD, and others, including shipment numbers and average selling prices. The model also details supply chain information like foundry wafers, packaging, and HBM memory capacity. This data is used to forecast revenue for semiconductor providers and understand upstream equipment demand and the total installed compute base by customer.