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SemiAnalysis

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An independent research and analysis company specializing in the Semiconductor and AI industries

San Francisco, United StatesFounded 2019B2B Software
Revenue $100–500M Latest reported FY
Headcount <100 Current team size
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About SemiAnalysis

SemiAnalysis operates as an independent research and analysis company, focusing on the semiconductor and AI industries. The firm provides in-depth coverage across the entire supply chain, from semiconductor fabrication essentials to advanced AI models, software, and infrastructure. By bridging the gap between business and the semiconductor industry, SemiAnalysis serves clients who require detailed insights into these critical sectors. The company operates in the niche market of semiconductor and AI analysis, offering valuable intelligence that aids businesses in making informed decisions. Its business model revolves around delivering specialized reports and analyses that cater to the needs of industry stakeholders, thereby generating revenue through subscriptions and consulting services.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2019
Headquarters
San Francisco, United States
Employees
78
Open positions
42
Dealroom signal
85.7/100
Industry
Enterprise Software, Semiconductors
Sector
B2B Software, Information Technology Services, Data Analytics, Analytics, Research and Development, Verified Thoroughbreds
Client focus
B2B
Investment activity
1 company
Capital deployed
—
Preferred round
Unknown

Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenue
2026
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Growth signals

SemiAnalysis website traffic

Latest recorded traffic for SemiAnalysis is 650K monthly website visits, down 14.5% over the last three months. SemiAnalysis's team grew 62.5% over the past year.

Latest monthly visits650K 3-month web change-14.5% 1-year team growth+62.5%
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Similar companies

Closest operating peers by Dealroom taxonomy

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Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

SemiAnalysis in the San Francisco ecosystem

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The SemiAnalysis office with the hot startups, most funded companies and investors around it. Hover or tap a pin.

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Team profiled 5 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 1 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
🇺🇸 United States · San Francisco HQ
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Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about SemiAnalysis on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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