SemiAnalysis
Company semianalysis.com ● Covered in 4 stories + Follow ✴ AI Graph
SemiAnalysis is an independent research and analysis company focusing on the Semiconductor and AI industries, with coverage spanning the semiconductor supply chain from fabrication and packaging to AI models, software, and infrastructure. Its industry models and research tools include an AI accelerator model, AI Cloud total cost of ownership (TCO) model, AI datacenter model, wafer fab model, and AI networking model, along with related tools such as die yield calculations, fab map, and GPU pricing tools/APIs. The company also offers strategic and technical consulting and analysis services, including retained advisory engagements, bespoke project work, models for sale, and hourly consulting, and it runs SemiAnalysis events.
Updated 9 September 2026
Public sources: Official website
Signals
2 stories (new)
Media momentum
As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.
3 sources
Source diversity
As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.
2 events
Release activity
As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.
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Funding signals
As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.
Jul 2025 → Aug 2026
Coverage span
As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.
Management
updated 5 Aug 2026- Dylan Patel Founder & CEO
Latest developments
August 2026
- OpenAI’s Jalapeño chip is built for fast inference at scale, benchmarks show
- Up to 30x More Work Per Watt: NVIDIA Vera Rubin NVL72 Sets a New Efficiency Standard for AI Agents
August 2025
July 2025
Relationships
Products & technology
- Develops InferenceX · 1 source
- Develops SemiAnalysis AgentX · 1 source