SemiAnalysis is an independent research and analysis firm founded in 2020, specializing in AI infrastructure and semiconductor research. The firm provides in-depth analysis that connects technical details to business implications, covering domains such as semiconductor fabrication processes, semiconductor equipment, AI models, software, datacenter infrastructure, GPU total cost of ownership, and AI networking.
The company grew from a solo blog and anonymous Twitter presence into a team of more than 20 analysts and engineers. It has over 200,000 subscribers and maintains a presence at more than 40 conferences annually, establishing itself as a globally recognized voice in the semiconductor and AI sectors.
SemiAnalysis offers several institutional-grade analytical products, including industry models for accelerator shipments, datacenter demand forecasting, GPU total cost of ownership analysis, and AI networking analysis. It also provides consulting and technical due diligence services to investment funds, venture capital firms, AI companies, and government agencies seeking to understand semiconductor and AI ecosystem dynamics.
