SemiAnalysis is an independent research and analysis firm specialising in semiconductors and artificial intelligence. The company produces institutional-grade industry models covering the semiconductor supply chain, AI accelerators, datacenters, and networking infrastructure, alongside research on high-bandwidth memory, AI software stacks, and related technologies.
The firm offers multiple engagement models to serve its audience. These include subscription-based access to its research and models, as well as consulting services delivered through retained advisory engagements, bespoke project work, and hourly consulting. Its analytical work emphasises practical applications: datacenter power capacity modelling driven by AI accelerator deployment patterns, total cost of ownership analyses for cloud-based AI workloads, and market sizing for components including accelerators and memory systems.
SemiAnalysis addresses the technical complexity inherent in semiconductor and AI markets by translating it into actionable insights for institutional clients, semiconductor industry participants, and datacenter operators. The company's positioning bridges the gap between engineering-level technical detail and business strategy, serving organisations that require rigorous, independent analysis to navigate these rapidly evolving sectors.
