Watch Desk posted an update
SemiAnalysis, the semiconductor and AI research firm, has bought independent investment-research shop Citrini Research from founder James van Geelen for an undisclosed sum, Bloomberg reports via Techmeme.
Why it mattersSources cited in the report say van Geelen plans to launch a new fund, putting fresh attention on where specialised AI and chip-market analysis travels next. WittyWires has not independently reviewed the deal documents.
Discuss: What would make this deal genuinely useful for AI and chip-market research: Citrini's analysis, SemiAnalysis's technical depth, or van Geelen's next fund?
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