SemiAnalysis launches monthly subscription for chip and AI monitoring

SemiAnalysis is releasing ChipBook, a monthly subscription intended to give investors and managers in the semiconductor industry a continuous view of the entire semiconductor cycle. The package includes a 35-to-50-page report delivered each month, together with access to the full archive of previous issues.

what the subscription includes

The product is built around thousands of proprietary data points collected in the company’s own models, including an AI-accelerator model and a data-centers model. According to the firm, the data are refined into insights that allow tracking the industry’s position within the overall cycle and identifying specific inflection points. Subscribers also receive a monthly call with ChipBook analysts for deeper discussion and customization to their needs.

target audience and stated benefit

SemiAnalysis defines two primary audiences. For investors, the service is a tool for generating investment ideas, validating theses and monitoring portfolio positions. For managers, it supports resource-allocation optimization, strategic R&D decisions and timing capacity adjustments. The current client list includes investment funds and semiconductor companies across the value chain.

example coverage: smartphones in China

Among other things, the monthly monitoring includes sales data and average selling price (ASP) of smartphones in China, an indicator that reflects consumer demand and supply-chain pressures on a monthly basis. This metric joins a broader watch that also covers personal computers, printed circuit boards and additional sectors.

business model and access

Registration is completed via an online form, and commercial inquiries are directed to ChipBookSales@SemiAnalysis.com. The company does not publish a public price for the subscription, and the model appears aimed at corporate customers and funds willing to pay for early access to data before they become market narratives.