SemiAnalysis
OrganizationHeard in 25 episodes across 9 shows since Jul 2026
SemiAnalysis is a boutique research and consulting firm specializing in the semiconductor and artificial intelligence industries. The firm provides deep-dive technical and financial analysis, market forecasting, and supply chain insights, bridging the gap between business strategy and complex hardware technologies.
Discussed inAI & Tech100%
Episodes
25
across 9 shows
This week
0
episodes on 0 shows
Share of the conversation
Mentions of SemiAnalysis per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.
Show the data
| Day | Share (7-day) | Mentions |
|---|---|---|
| Aug 7 | 0.08‰ | 1 |
| Aug 8 | 0.15‰ | 1 |
| Aug 10 | 0.26‰ | 3 |
| Aug 11 | 0.34‰ | 3 |
| Aug 19 | 0.03‰ | 1 |
| Aug 25 | 0.07‰ | 1 |
| Aug 31 | 0.06‰ | 1 |
| Sep 2 | 0.06‰ | 1 |
| Sep 11 | 0.03‰ | 1 |
| Sep 15 | 0.06‰ | 1 |
| Sep 17 | 0.08‰ | 1 |
| Sep 21 | 0.11‰ | 2 |
| Sep 24 | 0.08‰ | 1 |
| Sep 28 | 0.05‰ | 1 |
| Sep 30 | 0.11‰ | 2 |
| Oct 1 | 0.13‰ | 2 |
| Oct 2 | 0.16‰ | 1 |
| Oct 5 | 0.16‰ | 1 |
| Oct 7 | 0.16‰ | 2 |
Episodes
25 episodes featuring SemiAnalysis, newest first
- Oct 7, 2026
AI infrastructure bets face a trillion-dollar revenue testBig Technology PodcastOct 7, 2026 - Oct 5, 2026
AI infrastructure boom tests markets, adoption and regulationBloomberg TechOct 5, 2026 - Oct 2, 2026
OpenAI whistleblower exits sharpen AI safety tensionsTech Brew Ride HomeOct 2, 2026 - Oct 2, 2026
AI reshapes government, startups, robotics and marketsTBPNOct 2, 2026 - Oct 1, 2026
AI companies collide over cloud power, talent and commerceTBPNOct 1, 2026 - Oct 1, 2026AI factories face scrutiny from investors, communities, and usersTBPNOct 1, 2026