Market & Financial Intelligence Platforms · Publisher & Media Owner · Agency & Consultancy
SemiAnalysis
AI infrastructure and semiconductor research, data models, tools and consulting.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- SemiAnalysis
- Entity type
- COMPANY
- Founded
- 2020
- Headquarters
- United States
- Company size
- 50–200
- Market cluster / sector
- Market & Financial Intelligence Platforms
- Market role
- Publisher & Media Owner · Agency & Consultancy
- Official website
- semianalysis.com
What SemiAnalysis does
SemiAnalysis converts specialist semiconductor and AI infrastructure research into recurring digital subscriptions and higher-value institutional products. Its analysts produce proprietary market datasets, bottom-up models, benchmarking tools and technical research which customers use for investment, procurement, capacity-planning, engineering and strategic decisions. Institutional customers buy direct access to configured research, models and data products, while organisations with specific requirements engage the firm for advisory, bespoke projects or hourly consulting.
Category differentiation
SemiAnalysis is an independent semiconductor and AI infrastructure research, data and consulting business. It is not a semiconductor manufacturer, cloud provider, chip designer or foundation-model developer.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
SemiAnalysis is a United States-based independent research and analysis firm covering the semiconductor and AI supply chain. It publishes a subscription research publication and sells institutional research, data models, APIs and analytical tools covering accelerators, HBM, cloud GPU economics, data-centre capacity, networking, wafer fabrication and energy demand. It also provides retained advisory, bespoke project work and hourly consulting. Its paying customers include institutional investors, semiconductor manufacturers and equipment vendors, cloud and AI infrastructure providers, data-centre operators, utilities, engineering teams and technology executives. The company generates revenue through recurring individual and institutional subscriptions, separately contracted institutional models and data products, and professional-services engagements.
Company news briefing
Briefing updated:
SemiAnalysis has expanded its research and benchmarking data capabilities through detailed technical evaluations of AI infrastructure, including verified agentic inference results for NVIDIA's Rubin NVL72 platform and third-party performance benchmarks for Google's TPUv7 Ironwood. Additionally, the independent analyst firm released comprehensive modeling on China's datacenter capacity exceeding 24 gigawatts driven by major technology investments.
Business model & monetisation
The company monetises recurring access to digital research through individual and institutional subscriptions. It separately sells institutional research configurations, recurring industry trackers, proprietary Excel/PDF models, APIs and research tools through direct commercial engagement. It also earns service fees from retained advisory mandates, bespoke research projects and hourly consulting; public product pages do not disclose standard institutional prices.
- Individual and institutional research subscriptions
- Content Subscription
- Institutional models and recurring data products
- Software Subscription
- APIs and analytical tools
- Pay-per-Use
- Retained advisory, bespoke research and hourly consulting
- Service Fee
Products & capabilities
No products with linked sources are available in this view.
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Verified Ownership & Corporate Hierarchy
Complete corporate hierarchy traversal, shareholder cap table history, and parent holding links sourced from regulatory filings.
360° Tech Stack & Vendor Telemetry
Technical header bidding configurations, sellers.json registry nodes, CMP disclosures, and direct programmatic supply chains.
Live Market Signals & Executive Briefings
Continuous 24/7 monitoring of material M&A deals, executive shifts, product rollouts, and hiring trends across peer entities.
Competitors & alternatives
Track competitor shifts
Receive automated telemetry on strategic moves, acquisitions, and market share shifts across SemiAnalysis's competitive landscape.
Technology market intelligence, research subscriptions and advisory services.
Research, advisory and intelligence platforms for enterprise decisions.
B2B market intelligence firm selling research, subscriptions and custom studies.
Independent AI model benchmarking and selection platform.
Integrated GPU cloud, AI data centres and power infrastructure provider.
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
Unlocking Claude's Full Value: Plans, Workflows, and Setup
AI · Recorded impact score: 3/5
This article analyzes the economics of Anthropic's Claude subscription plans, comparing them to OpenAI's offerings. SemiAnalysis found a $200 Claude Max plan provides about $11,700 worth of Claude Opus 5.5 usage at API prices, versus roughly $2,100 for OpenAI's equivalent. Most subscribers use only a small fraction of their allowance, making the plans profitable for Anthropic. Recent product changes, including the merger of Cowork into Claude chat, new model versions (Opus 5.5, Sonnet 5.5, Haiku 5.5), and monthly API credits on Max and Team plans, make it easier to use the full allowance. The article provides a comprehensive guide with model routing tables, a map of the Claude stack, a 5-layer operating system, and 17 workflows to help users maximize their subscription value.
- SemiAnalysis study published October 5 finds a $200 Claude Max plan provides ~$11,700 of Claude Opus 5.5 API usage, vs ~$2,100 for OpenAI's GPT-6.1 Sol.
- Anthropic's gross margin on an Opus-heavy Max subscriber is +6% at 20% usage and -369% at full usage.
How GLM5.3 Sparse Attention Affects HBM Memory Usage
Recorded impact score: 2/5
SemiAnalysis analyzes how GLM-5.3's sparse attention affects HBM and NAND memory usage. Sparse attention reduces KV cache memory and bandwidth during attention operations but does not reduce overall memory capacity needs, as top-k selection requires full context in HBM. The SGLang team's HiSparse system offloads KV cache to host DRAM to overcome capacity limits. InferenceX benchmarks show GB200 and GB300 cost advantages over AMD MI355X ATOM at different latency targets, and GLM-5's architecture is suspected to be optimized for Moore Threads MTT S4000.
- GLM-5 (and GLM-5.x) is a 744B total, 40B active-parameter mixture-of-experts model with 1 shared expert and 8 of 256 experts routed per token (sparsity 32).
- HiSparse, designed by the SGLang team, offloads KV cache entries from device HBM to host DRAM using an LRU cache with layer-wise overlapping from HiCache.
SemiAnalysis Releases ClusterMAX 3.0 GPU Cloud Ratings
AI Infrastructure · Recorded impact score: 3/5
SemiAnalysis released ClusterMAX 3.0, its third GPU cloud rating system for neoclouds, covering 77 providers and expanding its market view to 323. Nebius joined CoreWeave in the Platinum tier, while Google Cloud moved to Gold. The methodology includes audits of compute, networking, storage, orchestration, reliability, and security, and the report introduces standardized SLAs and highlights security concerns. Key trends include financing structures, Blackwell/GB300 deployments, Vera Rubin transition, and agentic coding impact. Separately, Australian AI data center operator Firmus, backed by Nvidia, withdrew its planned IPO due to market volatility. The company had sought to raise $5 billion at a $30.6 billion valuation. It will now pursue private funding after raising $2 billion from Nvidia, Coatue, Blackstone, and Jane Street in August, totaling over $3 billion in equity. Firmus also has agreements with Meta for GPU capacity in Southeast Asia.
- ClusterMAX 3.0 was released covering 77 providers, with the market view expanded to 323 providers.
- Nebius was upgraded to Platinum tier, joining CoreWeave, while Google Cloud moved to Gold.
SemiAnalysis Tests Engram Offloading to DRAM and SSD
AI Infrastructure · Recorded impact score: 4/5
SemiAnalysis analyzes the Engram architecture, a model design that extends standard token embeddings with learned multi-token lookups, allowing for efficient parameter offloading to DRAM or SSD. This reduces HBM capacity requirements for models like DeepSeek-V4.1-Flash. Their experiments show that offloading Engram tables to DRAM can improve performance per dollar, while SSD offloading is currently not economically viable due to overhead. The article also benchmarks inference performance across NVIDIA and AMD GPUs, highlighting NVIDIA's CUDA moat and AMD's slower software support. The analysis includes findings on model behavior, such as gate scan results and ablation studies, and discusses the implications for HBM demand and model architecture innovation.
- SemiAnalysis tested offloading Engram tables to DRAM and SSD for DeepSeek-V4.1-Flash.
- Offloading to DRAM improved performance per dollar, reducing needed HBM capacity.
SemiAnalysis Maps 300 US Datacenter Moratoriums, Finds Minimal Impact
Infrastructure · Recorded impact score: 4/5
SemiAnalysis published a detailed analysis of datacenter moratoriums in the US, arguing that the widespread narrative that these restrictions are killing the datacenter buildout is inaccurate. The analysis covers over 300 local moratoriums and four state-level actions (New York, Texas, Pennsylvania, Oregon). Using a project-by-project, parcel-level analysis of over 6,000 datacenters, the firm found that only approximately 1,525 MW of planned capacity is genuinely delayed by local moratoriums, representing 7.6% of the capacity sitting inside restricted boundaries. The firm's Datacenter Industry Model forecasts +38 GW of new US datacenter IT capacity in 2027, more than double 2026. The report also discusses public sentiment, finding that 46% of Americans view datacenters unfavorably, and examines the political dynamics driving moratoriums.
- SemiAnalysis maps over 300 local datacenter moratoriums and bans across the US, plus four state-level actions (New York, Texas, Pennsylvania, Oregon).
- Only 1,525 MW of planned capacity is directly delayed by local moratoriums, which is 7.6% of the ~20 GW exposed.
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Questions about SemiAnalysis
What is SemiAnalysis?
SemiAnalysis is an independent research firm providing semiconductor and AI infrastructure publications, institutional models, data products, tools and consulting.
Who uses SemiAnalysis?
Its customers include institutional investors, semiconductor companies, cloud and AI infrastructure providers, data-centre operators, utilities, engineers and technology executives.
How does SemiAnalysis make money?
It earns recurring subscription revenue, sells institutional research and data products, and charges for advisory, bespoke projects and hourly consulting.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
14 publicly documented primary sources and citations linked across the market graph.
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