SemiAnalysis

SemiAnalysis is a semiconductor and AI infrastructure research firm providing in-depth technical and financial analysis of the chip industry, foundry capacity, and AI accelerator supply chains. The firm publishes highly detailed reports on topics including TSMC wafer share projections, AI silicon shortages, data center energy dynamics, and competitive ARR modeling across major AI companies. Its research is widely cited by investors, hyperscalers, and policymakers tracking the AI infrastructure buildout.