Bridging the gap between business and the world’s most important industry.

SemiAnalysis is an independent research and analysis firm that covers the end-to-end semiconductor and AI supply chain. Its analysis spans from capital equipment, fabrication, and chip design to networking, datacenters, and the AI models that run on the hardware. The firm utilizes primary research from supply chain tracking and industry events to inform its work. It provides insights through a newsletter, institutional data models, and direct consulting services for industry professionals.