# SemiAnalysis

20 Hacker News commenters recommended SemiAnalysis and 12 criticized it, November 2025 to November 2026. It was recommended in 8 of 13 months.

**Verdict:** Recommended for deep, detailed analysis of the semiconductor and AI chip industry, with useful information and access to people. Critics call its predictions speculative and its work hype-driven.

## Why people recommend it

- Thorough, detailed industry analysis (5 comments): "So much detail from financial to optical linking to build various data flow topologies" ([source](https://news.ycombinator.com/item?id=46129431)) "analysis of a trillion dollar industry being conducted at a world-class level" ([source](https://news.ycombinator.com/item?id=49438783)) "They have some of the best publicly available analysis on these topics." ([source](https://news.ycombinator.com/item?id=47943594))
- Credible, knowledgeable writers (3 comments): "semianalysis is the only major, decent one in my experience" ([source](https://news.ycombinator.com/item?id=49333239)) "Semianalysis is great, def recommend following" ([source](https://news.ycombinator.com/item?id=46129243)) "who really know what they are talking about" ([source](https://news.ycombinator.com/item?id=45813914))
- Useful information and insider access (3 comments): "Semianalysis seem to have useful information but increasingly crazy extrapolations of trends and future predictions." ([source](https://news.ycombinator.com/item?id=49451791)) "the Semianalysis + Dwarkesh side of reporting still does surface interesting information" ([source](https://news.ycombinator.com/item?id=49449281)) "has amazing insight and access to people" ([source](https://news.ycombinator.com/item?id=47006027))
- Clear explanations of complex topics (2 comments): "Semi Analysis has some great articles explaining why." ([source](https://news.ycombinator.com/item?id=50174111)) "did a great job explaining part of it" ([source](https://news.ycombinator.com/item?id=48090692))

## What people warn about

- Hype-driven and biased toward markets (4 comments): "Semianalysis is an AI hype organisation, not a serious, unbiased semiconductor reviewer/journalist" ([source](https://news.ycombinator.com/item?id=49445781)) "Dylan Patel is the Jim Cramer of industry reporting for this sector" ([source](https://news.ycombinator.com/item?id=46448169)) "overzealous peddlers and hacks on some market pumping mission" ([source](https://news.ycombinator.com/item?id=49259193))
- Speculative predictions often prove wrong (2 comments): "Semianalysis seem to have useful information but increasingly crazy extrapolations of trends and future predictions." ([source](https://news.ycombinator.com/item?id=49451791)) "speculation from a semiconductor website. that's incredibly likely to be wrong" ([source](https://news.ycombinator.com/item?id=48217707))
- Founder's reliability questioned (3 comments): "The founder is well-known in the hardware circle to be a black-market information trader." ([source](https://news.ycombinator.com/item?id=49444538)) "Not one person in the industry consider them reliable/technically sound." ([source](https://news.ycombinator.com/item?id=46219676)) "Really makes me wonder about anything else I've read on Semianalysis." ([source](https://news.ycombinator.com/item?id=46446007))

## Alternatives hackers recommend

- [Ed Zitron newsletter](https://hackerapproved.com/p/ed-zitron-s-newsletter.md): 46 recommend
- [Bits about Money by Patrick McKenzie](https://hackerapproved.com/p/bits-about-money.md): 7 recommend
- [Stratechery by Ben Thompson](https://hackerapproved.com/p/stratechery.md): 7 recommend

## Cite as

Hacker Approved, "SemiAnalysis", https://hackerapproved.com/p/semianalysis/ (counts from 1,795,640 Hacker News comments, November 2025 to November 2026).