SemiAnalysis
SemiAnalysis is a semiconductor and AI industry research and consulting firm that provides deep technical and economic analysis of chips, foundries, and cloud/AI infrastructure to investors, enterprises, and technology companies. It monetizes through paid research, bespoke consulting projects, and subscription access to proprietary reports and data. The firm focuses on bridging detailed engineering insights with market and financial implications for strategic decision-making.
- IT Consulting & Implementation
- Revenue
- $3.0M
- Employees
- 15
- Founded
- 2020
- Headquarters
- Los Angeles, United States of America
What 33 Arbolus experts think of SemiAnalysis
NPS scores are highly positive, with most experts providing scores of 8-10. Renewal intent is very strong among high-spending accounts and technical strategy roles, with only minor uncertainty from pilot-stage users or those with broad research needs. Most customers have been engaged for more than one year, indicating platform stickiness. Key feedback highlights the unmatched depth, speed, and technical credibility, balanced by concerns about narrower coverage and specialist nature compared to large analyst providers. The overall sentiment is strongly positive.Positive
Who reviewed SemiAnalysis
- C-Suite 70% (23)
- Director 27% (9)
- Manager 3% (1)
Employer names and spend open in the full report, along with the other 30 customers.
Everything 33 customers told us about SemiAnalysis.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
30 Net Promoter Score, from 33 scored reviews- Promoters 13
- Passives 17
- Detractors 3
Praised
- Speed, Depth, and Credibility
- Specialized Coverage
- Technical and Financial Modeling
- Expand Coverage Breadth
Criticised
- Larger Firms Replicating Depth
- Vendor Consolidation Pressure
- AI-Powered Aggregators
- Not for High-Level Use Cases
What customers say
Renewal intent
Plan to renew 85%Plan to renew, by seniority
- 88% 8 answers
- 80% 5 answers
- 8.7/10 Average score from customers who will renew
- 9/10 Average score from undecided customers
Top alternatives
Most weighed by SemiAnalysis customers
Report
More in Data & Analytics and Consulting & Professional Services
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For people who use SemiAnalysis
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