What does SemiAnalysis do?

SemiAnalysis is an independent research and analysis firm founded in 2020 by Dylan Patel, who is the CEO and Chief Analyst. The company specializes in the semiconductor supply chain, AI accelerators, GPUs, cloud ecosystems, and machine learning models. With a global team of 12 experts across various countries, SemiAnalysis publishes over 100 articles annually and maintains a newsletter with more than 200,000 subscribers, including executives from major semiconductor and AI companies. The firm offers tailored institutional solutions such as retained advisory engagements, bespoke project work, and hourly consulting. Key products include models for AI accelerators, AI cloud total cost of ownership, AI datacenters, wafer fabs, and AI networking. SemiAnalysis also conducts in-depth research on manufacturing processes and provides insights into AI infrastructure, serving a wide range of clients in the AI and semiconductor sectors.