SemiAnalysis is a research and analysis firm and a leading authority on the semiconductor supply chain, publishing analysis and providing institutional research products, data and consulting to clients across semiconductors, artificial intelligence and GPU cloud infrastructure. The firm's work spans semiconductor supply chain analysis, GPU cloud infrastructure, AI accelerator benchmarking across CUDA and ROCm, chip architecture and networking analysis, AI/ML hardware, and industry and financial modeling.
Recent output illustrates the technical depth of the work: ClusterMAX, described as the world's first GPU cloud rating system with over 90% market coverage; an extensive benchmark of MI300X against H100 and H200 covering CUDA and ROCm training developer experience and relative performance; and an architectural analysis of Amazon's Trainium2 rack-scale system and its 3D torus scale-up topology. These sit alongside institutional offerings including Core Research, Industry Models, a Data Product, and consulting and technical due diligence services.
The firm's newsletter reaches more than 200,000 subscribers and is read by senior management and C-suite teams at major semiconductor and AI companies. SemiAnalysis publishes more than 100 articles a year and participates in over 40 conferences annually. The team is global and combines analysts and engineers who work on industry-shaping research in what the firm describes as the world's most advanced industry. SemiAnalysis is actively hiring; further details are available at https://semianalysis.com/.
