SemiAnalysis - Bridging the gap between business and the world's most important industry.
SemiAnalysis is a boutique semiconductor research and consulting firm. We have partnered with firms to assist them with strategy and due diligence. We pride ourselves on doing very intensive channel checks throughout the industry. Our checks extend down to the level of POR equipment and materials choices for major semiconductor fabs. They also extend up through to process nodes, wafer costs, yields, and the packaging ecosystem. We analyze and study design choices related to heterogeneous architectures, server level system architecture, packaging types, and the design and IP ecosystem. As such, we work with private semiconductor firms as well as with funds.
SemiAnalysis does research on the technology and aspect of logic, DRAM, NAND, RF, packaging, and photonics. Some examples of recent work for our clients includes unveiling that Intel does packaging for Amazon's Graviton 3, TSMC wafer supply agreement terms, and POR equipment battles between Lam Research, ASM International, Tokyo Electron, Applied Materials, etc.
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