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SemiAnalysis

SemiAnalysis

SemiAnalysis publishes independent research and data models for semiconductors and AI infrastructure.

HQ
San Francisco, CA, US
Founded
2020
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SemiAnalysis - Library

Official pages and third-party coverage in one index.

semianalysis.com·11 items across 4 mapped pages · Crawled Sep 28, 2026·

Topics

Publication type

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Official pages and third-party coverage in one index

About

1 page
  1. About/about

    SemiAnalysis is an independent research and analysis firm covering the semiconductor and AI supply chain, from capital equipment and foundries to accelerators, datacenters, and AI models. Read by 180,000+ subscribers.

Homepage

1 page
  1. Homepage/

    Bridging the gap between the world's most important industry, semiconductors, and business.

Privacy

1 page
  1. Privacy Policy/privacy-policy

    Effective: November 4, 2024 About this Privacy Policy Your privacy and trust are important to us. This Privacy Policy outlines how we collect, use, and share your information (“Information”) through our website (https://www.semianalysis.com/) and services. Please read it carefully. While some of the information here is technical, our goal is to make this policy straightforward,…

Terms & Conditions

1 page
  1. Terms and Conditions/terms-and-conditions

    These Terms and Conditions were last updated on January 13, 2026. 1. Introduction These Terms and Conditions (“Terms”) apply to this website and to any interactions or transactions you engage in on or via our website. They apply to us and any of our affiliates, and anyone against whom disputes are asserted that are predicated…

Not yet classified

1 page
  1. semianalysis.com/

    Bridging the gap between the world's most important industry, semiconductors, and business.

Coverage

6 items
  1. Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expirationcnbc.com/2026/10/02/cerebras-stock-hits-post-ipo-low-on-nvidia-pressure-lockup-expiration.html

    Cerebras shares fall nearly 20% for the week to their lowest level since the company’s May IPO. SemiAnalysis says Nvidia GPUs will power OpenAI’s “Ultrafast” mode for GPT-6.1 Sol instead of Cerebras hardware, while restrictions expire on up to 19.4 million insider shares—8% of shares outstanding. Cerebras supplies AI computing through its data centers and has a deal to provide OpenAI 750 megawatts of capacity through 2028.

    Oct 2026 · CNBC TechNews article

  2. Subscribe to the Financial Timesig.ft.com/ai-tokens/

    Powerful AI tools burn through budgets, prompting a rethink of how the technology is priced. The debate comes ahead of frontier lab IPOs.

    Oct 2026 · Financial TimesNews article

  3. Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We Mapped All 300 of Themnewsletter.semianalysis.com/p/everyone-says-datacenter-moratoriums

    SemiAnalysis maps more than 300 local datacenter moratoriums and argues they are not stopping the US buildout. Its model finds 20GW of capacity within restricted local boundaries but estimates that only 1,525MW actually slips, while forecasting 38GW of US datacenter IT capacity delivered in 2027—more than double 2026. The forecast includes 22GW under vertical construction and 16GW planned, most already financed and preparing for construction.

    Sep 2026 · SemiAnalysisNews article

  4. Citrini Founder Who Shook Markets Sells Firm, Plans New Fundbloomberg.com/news/articles/2026-09-11/citrini-founder-who-shook-markets-sells-firm-plans-new-fund

    Citrini Research founder James van Geelen sells the independent investment-research shop to semiconductor and AI researcher SemiAnalysis for an undisclosed sum. Sources say van Geelen plans to launch a new fund.

    Sep 2026 · Bloomberg TechNews article