Teams at SemiAnalysis

Research and forecast memory process-technology roadmaps (DRAM, NAND, HBM), evaluate manufacturing integration and economics, map technology transitions to equipment demand, benchmark vendor execution, translate technical disclosures into actionable research, and contribute to industry models and client-facing publications.

Conduct research on AI tokenomics by evaluating model architecture trends, building simulation models for training and inference efficiency across hardware and workloads, diligencing companies using model tokens, and forecasting economic impacts for investors, corporates, and policymakers.

Conduct China-focused semiconductor and AI supply-chain research, produce data-rich equity notes and weekly coverage, build bottoms-up financial models for Chinese foundries, fabless designers, memory and equipment firms, monitor disclosures and policy, engage industry contacts, and support institutional clients with timely analysis.