SemiAnalysis has acquired thematic investment research firm Citrini Research, with the founders of both companies confirming the deal to Bloomberg on Friday (September 11). The merger aims to combine SemiAnalysis' deep technical research in the chip supply chain and AI hardware with Citrini's influence in public market investment analysis.
Citrini Research CEO James van Geelen will remain in his role temporarily, and Citrini will maintain a degree of operational independence. The report also noted that van Geelen plans to launch a new fund separately.
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Two "Influencer" AI Research Firms Merge: SemiAnalysis Acquires Citrini Research
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Source：华尔街见闻 · Source Link
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