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Industry Models

Tailored solutions to match our clients’ needs with options such as retained advisory engagements, bespoke project work, offering industry and product models for sale and hourly consulting.

Accelerator Industry Model

The SemiAnalysis AI accelerator model is used to gauge historical and future accelerator production by company and type.

AI Cloud TCO Model

The SemiAnalysis AI Cloud Total Cost of Ownership Model examines the ownership economics of AI Clouds that purchase accelerators and sell either bare metal or cloud GPU compute.

Datacenter Industry Model

The SemiAnalysis AI Datacenter Model is used to understand current and forecast datacenter critical IT power capacity for both colocation and hyperscale datacenters with a focus on the demand driven by deployments of AI accelerators into datacenters.

Wafer Fab Model

Our wafer fab model forecasts semiconductor equipment sales via a bottoms-up approach, where wafer capacity and process node requirements drive equipment sales. Process requirements are modeled with a detailed layer-by-layer flow for advanced logic.

AI Networking Model

The SemiAnalysis AI Networking Model decodes the increasingly critical networking layer of Al and cloud infrastructure. This model provides granular visibility into Switches, Transceivers, Cables, AEC/DACs for scale up, scale-out backend, front end, and out of band networks for Al, offering an understanding of scaling limits, design architectures, and vendor dynamics.