SemiAnalysis

SemiAnalysis is a global team of analysts and engineers that publishes research and analysis on the semiconductor supply chain, and is widely recognised as a leading authority on the industry. Its technical work spans GPU cloud benchmarking, AI accelerator analysis and machine learning training performance, including extensive benchmarking of the relative performance and developer experience of CUDA and ROCm for training, and architectural studies such as its deep dive into Amazon's Trainium2 rack-scale system and 3D torus scale-up topology.

The firm's product line pairs this technical depth with institutional offerings. ClusterMAX™, described as the world's first GPU cloud rating system, covers more than 90% of the GPU cloud market. Alongside it sit Core Research, Industry Models, a Data Product, and consulting and technical due diligence services. Published analyses also include benchmarks such as MI300X vs H100 vs H200 for training workloads.

SemiAnalysis produces more than 100 articles a year and takes part in over 40 conferences. Its newsletter, covering the semiconductor and AI industries, has over 200,000 subscribers and is read by senior management and C-suite teams at major semiconductor and AI companies. The company operates globally across the semiconductors, AI, GPU cloud services and AI accelerator sectors, and is actively hiring analysts and engineers.