Our industry models consist of deep supply chain research for the rapidly moving semiconductor industry. SemiAnalysis Core Research is the consolidation of all our analysis into weekly and ad hoc reports on global industry shifts and forecasts. If you appreciate our public-facing newsletter and participate in the stock market in any capacity, our Core Research is a signal-rich dive into how Public Equity markets are affected by new developments.
Semiconductor & AI Intelligence for Strategic Investment Advantages
SemiAnalysis is a boutique intelligence platform providing comprehensive research, proprietary datasets, and strategic advisory services across the semiconductor and AI technology ecosystem. We provide enterprises, investors, and governments the information necessary to navigate complexity from silicon and software design to hyperscale deployment through multidimensional analysis and ground-truth insights.
Research, Data, and Insights Across Critical Technology Domains
Using our advanced technical expertise and a global network of industry insiders, SemiAnalysis delivers actionable intelligence covering all phases of semiconductor innovation – from R&D breakthroughs and geopolitical manufacturing shifts to AI infrastructure deployment economics. Our methodology combines:
- Technical Due Diligence: Architectural teardowns of cutting-edge chips (GPUs, TPUs, ASICs), reverse-engineered yield analytics, and forecasts for hyperscale and neocloud ROI.
- Supply Chain Forensics: Wafer-level cost modeling, fab tooling lead time analysis, and cross-border logistics mapping.
- Market Signal Extraction: Proprietary AI cluster deployment tracking, hyperscaler procurement pattern analysis, and pre-consensus earnings catalysts.
- Regulatory Intelligence: Predictive modeling of export control impacts, subsidy-driven capacity shifts, and global standards evolution.
Strategic Tools for Technological Leadership
Our clients implement SemiAnalysis research and data products to:
Navigate Geopolitical Disruption: Simulate multiple scenarios for Export Controls, U.S.-EU CHIPS Act divergence, and Asian semiconductor alliances. These models are not included with the annual membership to the SemiAnalysis Newsletter. All models are separate institutional offerings.
De-risk Billions in AI Capex Decisions: Validate fab locations, semiconductor equipment investments, and AI infrastructure rollouts against geopolitical and technical constraints.
Identify Pre-IPO Opportunities: Track emergence of private semiconductor and AI startups through our network of industry contacts and monitor our analysis of IP portfolios and foundry partnerships.
Optimize Competitive Positioning: Benchmarks and R&D roadmaps from NVIDIA, TSMC, AMD, and emerging Chinese players provided through our in depth supply chain research.
