Semi Analysis
An independent research and analysis firm focused on the semiconductor and AI infrastructure sectors, covering chip performance evaluation, supply chain analysis, and AI computing infrastructure research.
Timeline (last 90 days)
A Semi Analysis report points out that at a subscription price of about $200, Claude Max is estimated to provide about 12,500 Sonnet uses, about 12,000 Opus uses, or 2,500 Fable uses.
A Semi Analysis report points out that ChatGPT Pro provides about 2,000 GPT-6.1 Soul uses or 3,000 GPT-6 Extra uses, and the equivalent API value of Opus 5.5 is about 5 times that of GPT-6.1.
OpenAI claims it took only 9 months from initial design to tape-out, while Semi Analysis estimates approximately 16 months when accounting for team formation time.
Jalapeño testing used Semi Analysis's InferenceMAX framework with data provided by OpenAI; the full test suite was not completed, raw logs were not made public, and test scenarios were limited to 8K input and 1K output with speculative decoding disabled.
All Facts (4)
A Semi Analysis report points out that at a subscription price of about $200, Claude Max is estimated to provide about 12,500 Sonnet uses, about 12,000 Opus uses, or 2,500 Fable uses.
50%UnverifiedA Semi Analysis report points out that ChatGPT Pro provides about 2,000 GPT-6.1 Soul uses or 3,000 GPT-6 Extra uses, and the equivalent API value of Opus 5.5 is about 5 times that of GPT-6.1.
50%UnverifiedOpenAI claims it took only 9 months from initial design to tape-out, while Semi Analysis estimates approximately 16 months when accounting for team formation time.
50%UnverifiedJalapeño testing used Semi Analysis's InferenceMAX framework with data provided by OpenAI; the full test suite was not completed, raw logs were not made public, and test scenarios were limited to 8K input and 1K output with speculative decoding disabled.
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