SemiAnalysis
SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries, providing in-depth coverage from semiconductor fabrication to cutting-edge AI models and infrastructure.
Company facts
- Founded
- 2020
- Headquarters
- United States
- CEO
- Dylan Patel
About
SemiAnalysis is a global team of analysts and engineers, publishing more than 100 articles a year and participating in 40+ conferences, recognized as the leading authority on the semiconductor supply chain, and a deep-rooted passion for delving into the intricacies of the world’s most advanced industry. The SemiAnalysis newsletter boasts over 200k subscribers, including senior management and C-suite teams from major semiconductor and AI companies. Some of our industry-shaping articles are: ClusterMAX™: World’s first GPU cloud rating system with over 90%+ coverage of the market – aimed to help raise the industry bar & provide a north star for customers. MI300X vs H100 vs H200 Training: Extensive Benchmarking & analysis of CUDA & ROCm training developer experience & relative performance. Trainium2 Architecture & Networking: Deep Dive into Amazon’s new Trainium2 rack scale system & 3D torus scale up topology. We offer four institutional products: Industry Models, Core Research, Data Product, and Consulting and Technical Due Diligence. We’re also looking for new talent.