
SemiAnalysis provides independent research and analysis on the semiconductor and AI industries to inform strategic decisions. They deliver retained advisory, bespoke projects, and data products across the supply chain, from fabrication to AI models and software. Key offerings include industry models such as the Accelerator Industry Model, AI Cloud TCO Model, Datacenter Industry Model, and Wafer Fab Model, plus data products like GPU Rental Pricing and Semiconductor Import-Export Statistics. Their services target hedge funds, asset managers, corporate strategy teams, and semiconductor/AI professionals. The company emphasizes a product-first approach and leverages technologies such as Python, JAX, PyTorch, vLLM, Kubernetes, and SLURM.

SemiAnalysis provides independent research and analysis on the semiconductor and AI industries to inform strategic decisions. They deliver retained advisory, bespoke projects, and data products across the supply chain, from fabrication to AI models and software. Key offerings include industry models such as the Accelerator Industry Model, AI Cloud TCO Model, Datacenter Industry Model, and Wafer Fab Model, plus data products like GPU Rental Pricing and Semiconductor Import-Export Statistics. Their services target hedge funds, asset managers, corporate strategy teams, and semiconductor/AI professionals. The company emphasizes a product-first approach and leverages technologies such as Python, JAX, PyTorch, vLLM, Kubernetes, and SLURM.
About SemiAnalysis
SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to state-of-the-art AI Models, CUDA kernels, and GPU cloud infrastructure. We are recognized as the leading authority on AI infrastructure, with the highest concentration of industry experts within one team, and a deep-rooted passion for delving into the intricacies.
We’re a global team of over 50 analysts & engineers, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry‑shaping articles while participating in 40+ conferences annually.
Our newsletter reaches more than 200 000 subscribers worldwide, including senior management and C‑suite leaders at the leading semiconductor and AI companies.
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Find out more here: https://semianalysis.com
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