SemiAnalysis

SemiAnalysis operates as an independent research and analysis company, with a dedicated focus on the semiconductor and artificial intelligence industries. The firm is committed to providing in-depth, decision-useful intelligence that helps businesses understand and engage with these foundational technological sectors.

Its offerings encompass a range of analytical products, including detailed articles, comprehensive deep dives, and interactive discussions, all accessible through a subscription. SemiAnalysis also develops specialized models, such as the AI Datacenter Model for forecasting critical IT power capacity and the AI Cloud Total Cost of Ownership Model, designed to assist in building, pricing, investing in, and scaling AI cloud infrastructure. Additionally, the SemiAnalysis ChipBook provides monthly, targeted insights into the overall state of the AI and semiconductor industry.

SemiAnalysis is an independent research and analysis company dedicated to providing specialized intelligence within the semiconductor and artificial intelligence industries. The firm positions itself as a crucial link, bridging the gap between complex technological advancements and strategic business decision-making. Headquartered in San Francisco, California, SemiAnalysis offers a focused perspective on these rapidly evolving sectors.

Subscribers gain full access to a wealth of analytical content, including detailed articles, comprehensive deep dives into specific industry topics, and engaging discussions. This content is designed to offer granular insights and foster a deeper understanding of market dynamics, technological shifts, and competitive landscapes within the semiconductor and AI ecosystems.

A key offering from SemiAnalysis is its AI Datacenter Model. This proprietary tool is utilized to understand and forecast current and future datacenter critical IT power capacity. It provides essential data for both colocation and hyperscale operations, enabling businesses to plan and optimize their infrastructure investments effectively.

Furthermore, SemiAnalysis provides the AI Cloud Total Cost of Ownership Model. This end-to-end toolkit is designed to empower organizations to build, price, invest in, and confidently scale their AI cloud operations. It offers a holistic view of the financial implications and strategic considerations involved in deploying and managing AI infrastructure.

The company also publishes the SemiAnalysis ChipBook, a monthly industry tracker. This publication delivers timely and targeted insights into the overall state of the AI and semiconductor industry, keeping stakeholders abreast of the latest developments, trends, and market shifts crucial for strategic planning.