SemiAnalysis expects revenue to exceed 100 million USD this year
According to Substrate's report on September 18, the semiconductor and AI infrastructure research organization SemiAnalysis is expected to exceed $100 million in revenue this year, with a workforce of about 100 people. Its founder Dylan Patel started in 2020 with a WordPress blog, and in 2023, revenue reached seven figures, with subscription income accounting for less than 5% of total revenue, the vast majority coming from data models, institutional research products Core Research, and consulting services. The company currently has 12 models covering areas such as networking, wafer fabrication equipment, foundry, and energy, with about 50 analysts.SemiAnalysis's clients include most of the large tech companies globally, with Nvidia CEO Jensen Huang, AMD CEO Lisa Su, Meta CEO Mark Zuckerberg, Microsoft CEO Satya Nadella, and OpenAI CEO Sam Altman among its readers. Its CoWoS and HBM supply chain models have predicted Nvidia shipping 400,000 H100 chips each quarter, and OpenAI used its InferenceX as a third-party benchmark when releasing its self-developed chip Jalapeño at Hot Chips.Dylan Patel recently raised $500 million for the SemiAnalysis Capital Fund I for early-stage startup investments. The company plans to expand into the energy sector, and analysts will engage with various stakeholders related to different power grids and utilities.