Training Data · Tuesday, June 30, 2026
Rumors suggest that research firm SemiAnalysis has surpassed $100 million in annual revenue, according to a discussion on the 'Training Data' podcast. The company, known for its deep dives into semiconductor technology and supply chains, has also been rumored to be considering launching its own venture fund due to high demand for affiliation.
“Um, there's rumors that semi analysis recently passed 100 million of revenue.”
“I don't know how accurate those are. But whatever the numbers are, you guys are crushing.”
“Um, there's also rumors that you might start a venture fund. Like, you know, I, I hear all the time in the ecosystem, people wanting, you know, affiliation with semi analysis.”