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About SemiAnalysis SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to cutting-edge AI models, software, and infrastructure. We are recognized as the leading authority on the semiconductor supply chain, with the highest concentration of industry experts within one team, and a deep-rooted passion for delving into the intricacies. We're a global team of over 40 analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry-shaping articles while participating in 40+ conferences annually. Our newsletter reaches more than 200,000 subscribers worldwide, including senior management and C-suite leaders at the leading semiconductor and AI companies. We also offer t...