How can I access SemiAnalysis research and data?

Updated

SemiAnalysis offers four access paths: a Substack newsletter, an institutional login, API access for programmatic semiconductor data, and a consulting/sales contact route. Which one fits depends on whether you need free editorial content, organization-wide research models, machine-readable data, or custom advisory work.

Access paths at a glance

Access path What you get Best for
Newsletter (Substack) The flagship technology newsletter, described on the site as the #1 technology newsletter on Substack Individual readers who want regular research and commentary
Institutional login Access to institutional offerings, including the fourteen research models and benchmarks referenced on the site Teams and organizations that need the full model suite
API access Programmatic semiconductor data Developers and analysts piping data into their own systems
Consulting / Talk to Sales Engagement with the research team and sales conversations about model access Firms needing custom advisory or model walkthroughs

Newsletter subscription

The newsletter is the simplest entry point. The site links to a subscribe page at newsletter.semianalysis.com/subscribe, and the homepage opens with an email prompt ("What's your email?"). The publication reports being read by 318,000+ subscribers. Subscription pricing and plan tiers are not specified in the available site material, so check the subscribe page for current terms before assuming any access level.

Institutional login and research models

Organizations can sign in through the "SemiAnalysis Institutional Login" entry on the site. Institutional offerings center on a set of quantitative models, each with its own "View model" and "Talk to Sales" actions:

  • Accelerator & HBM Model — bottoms-up demand forecasts for AI accelerators and high-bandwidth memory across Nvidia, AMD, Google, AWS, Meta, Microsoft, Intel, and major Chinese hyperscalers, with customer-level shipments and installed base for 60+ accounts. HBM is tracked by vendor, generation, layer count, and price; forecasts run to 2030 with history back to 2021.
  • Datacenter Industry Model — a global capacity tracker covering 6,500+ structures, including hyperscaler buildouts, colocation markets, power constraints, and regional trends through 2030, with per-structure power draw and planned-versus-operational capacity across 200+ companies.
  • Tokenomics Model — unit economics for AI serving: bottoms-up token throughput, ROI on AI spend, and translation of revenue into future accelerator demand.

If you are unsure which model matches your question, the "Talk to Sales" link on each model page is the intended first step rather than a direct purchase flow.

API access

The site lists "API Access — Programmatic Semiconductor Data" as a distinct offering. This is the route for pulling semiconductor supply-chain data into your own dashboards or analysis pipelines rather than reading it in report form. The available material does not specify endpoints, authentication, rate limits, or pricing, so treat the API page or a sales conversation as the source of those details.

Consulting and sales contact

For bespoke questions — custom forecasts, advisory engagements, or clarification on model coverage — the Consulting section ("Engage the best") and the repeated "Talk to Sales" links are the contact points. This path makes sense when your need is a specific decision rather than ongoing data access.

Choosing between them

  • Reading regular research as an individual: start with the newsletter.
  • Needing the full model suite across a team: institutional login, arranged through sales.
  • Building data products or automated analysis: API access.
  • Needing tailored analysis or a walkthrough of coverage: consulting/sales contact.

One caveat: the site presents these as separate offerings but does not publish a unified price list or state which items are included at which tier. Confirm scope and cost directly through the subscribe page or sales before committing.