Quartz Sea Research vs SemiAnalysis
Quartz Sea Research and SemiAnalysis both sit in Equity & Company Research, and are compared here on the same fields used across the index: Research Authority Score, published price, asset class, format and vintage. Both are classified independently, and neither pays for its position on this page.
Choose Quartz Sea Research for
- —a cheaper entry tier (Free · $30/mo · $500/mo · from $25,000/yr against ~$500/yr)
- —free or freemium access, where SemiAnalysis is paid only
- —a higher Research Authority Score (98 against 93)
Choose SemiAnalysis for
- —a longer track record (publishing since 2020)
Data verified 2026-10-04 · independent scoring, no paid rankings
| Field | Quartz Sea Research | SemiAnalysis |
|---|---|---|
| Research Authority | 98/100 | 93/100 |
| Type | Analysis | Analysis |
| Category | Equity & Company Research | Equity & Company Research |
| Asset classes | Equities | Equities |
| Niche | European defense & aerospace equities | Semiconductors & AI compute supply chain |
| Price | Free · $30/mo · $500/mo · from $25,000/yr | ~$500/yr |
| Access | Freemium | Paid Subscription |
| Founded | 2026 | 2020 |
| Region | Pan-European | United States |
| HQ | Pan-European Coverage | United States |
Also consider
Desks that overlap with Quartz Sea Research and SemiAnalysis on category, tags or asset class, ranked by Research Authority.
The Diff
Inflections in Finance & Technology
Niche · Technology & financial infrastructure
Pulsar (Spaghetti Lisbon)
Macro & Thematic Equities Desk Notes
Niche · macro & thematic equities
Net Interest
Financial Sector Insights from a Former Hedge Fund Manager
Niche · Banks, fintech & the financial sector
Stratechery
Analysis of the Business & Strategy of Technology
Niche · Technology platforms & strategy
Citrini Research
Thematic Equity & Global Macro, Cross-Asset
Niche · Thematic equity megatrends & cross-asset macro
Compounding Quality
Quality Compounders & Portfolio Tracking
Niche · Quality compounding equities
Mostly Borrowed Ideas
Institutional-Grade Deep-Dive Equity Research
Niche · Large-cap compounders & software deep dives
Kakashii's Materials
AI, Semiconductors & the Magnificent 7 — Due Diligence & Red Flags
Niche · AI/semis red flags & the Mag-7 bear case
Aurelion Research
Equity Research & Live Model Portfolio
Niche · Quality compounders & live model portfolio
Frequently asked questions
Is Quartz Sea Research better than SemiAnalysis?
They lead on different things. Quartz Sea Research scores 98/100 on Research Authority and covers European defense & aerospace equities; SemiAnalysis scores 93/100 and covers Semiconductors & AI compute supply chain. Quartz Sea Research is the stronger pick if you want a cheaper entry tier (Free · $30/mo · $500/mo · from $25,000/yr against ~$500/yr), or free or freemium access, where SemiAnalysis is paid only. SemiAnalysis is the stronger pick for a longer track record (publishing since 2020).
Is Quartz Sea Research cheaper than SemiAnalysis?
Quartz Sea Research lists Free · $30/mo · $500/mo · from $25,000/yr (Freemium); SemiAnalysis lists ~$500/yr (Paid Subscription). Price is only comparable at the tier level: an entry tier at one desk and an institutional tier at another are not the same product, so check which tier actually gives you the coverage you need.
What is the difference between Quartz Sea Research and SemiAnalysis?
Quartz Sea Research is classified as Analysis covering Equities, publishing since 2026 from Pan-European. SemiAnalysis is classified as Analysis covering Equities, publishing since 2020 from United States. The practical difference is usually format: both publish in the same format, so the split is coverage and price.
Can I subscribe to both Quartz Sea Research and SemiAnalysis?
Yes, and for desks in the same category it is often rational: overlapping coverage confirms or contradicts a thesis, which is useful when you are sizing a position. The cost test is whether the second subscription changes a decision. If it only repeats the first, the money is better spent on a desk in a category you do not currently read.