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TEXXR ▲
Company

SemiAnalysis

Filtered to Acquisitions & M&A ×
21 articles – accelerating

SemiAnalysis has appeared in 21 articles since 2023-02. Coverage peaked in 2026Q3 with 5 articles. Frequently mentioned alongside Nvidia, Dylan Patel, AI, AMD.

Articles
21
mentions
Velocity
+150.0%
growth rate
Acceleration
+1.833
velocity change
Sources
9
publications

Patterns

Related Entities

Nvidia 16 Dylan Patel 9 AI 6 AMD 6 Meta 5 China 5 Google 4 GPU 3 Huawei 3

Top Voices

@dwarkesh_sp 12 discussions @dylan522p 11 discussions @cudahandbook 10 discussions @pythiar 4 discussions @jukan05 4 discussions @firstadopter 4 discussions @semianalysis_ 4 discussions @stevehou 3 discussions

Explore Further

Browse all articles Momentum analysis Find correlations Compare with Nvidia

Coverage Timeline

2026-09-12
Bloomberg

Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund

James van Geelen, the founder of independent investment-research shop Citrini Research, has sold the firm to semiconductor and AI researcher SemiAnalysis.

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2026-09-11
Bloomberg

Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund

James van Geelen, the founder of independent investment-research shop Citrini Research, has sold the firm to semiconductor and AI researcher SemiAnalysis.

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 16 tech news articles mentioning SemiAnalysis, dating back to July 2024. The biggest stories include SemiAnalysis: DeepSeek spent “well over $500M on GPUs”; TechInsights says DeepSeek isn't... and SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to.... Frequently covered alongside Nvidia, Dylan Patel, Huawei, and AMD. Coverage has shifted toward research, consumer themes and away from enterprise.

Key Moments

2025Q3enterprise -100pts; competition +100pts
2025Q4developer +100pts; research +100pts; competition -100pts
2026Q1developer -100pts; research -100pts; funding +33pts

Relationships

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