SemiAnalysis vs The Information
SemiAnalysis and The Information 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 SemiAnalysis for
- —a higher Research Authority Score (93 against 86)
Choose The Information for
- —a cheaper entry tier ($39/mo or $399–$749/yr against ~$500/yr)
- —a longer track record (publishing since 2013)
Data verified 2026-10-04 · independent scoring, no paid rankings
| Field | SemiAnalysis | The Information |
|---|---|---|
| Research Authority | 93/100 | 86/100 |
| Type | Analysis | Analysis |
| Category | Equity & Company Research | Equity & Company Research |
| Asset classes | Equities | Equities |
| Niche | Semiconductors & AI compute supply chain | Technology, media & venture capital |
| Price | ~$500/yr | $39/mo or $399–$749/yr |
| Access | Paid Subscription | Paid Subscription |
| Founded | 2020 | 2013 |
| Region | United States | United States |
| HQ | United States | San Francisco, US |
Also consider
Desks that overlap with SemiAnalysis and The Information on category, tags or asset class, ranked by Research Authority.
Kakashii's Materials
AI, Semiconductors & the Magnificent 7 — Due Diligence & Red Flags
Niche · AI/semis red flags & the Mag-7 bear case
Stratechery
Analysis of the Business & Strategy of Technology
Niche · Technology platforms & strategy
Mostly Borrowed Ideas
Institutional-Grade Deep-Dive Equity Research
Niche · Large-cap compounders & software deep dives
Aurelion Research
Equity Research & Live Model Portfolio
Niche · Quality compounders & live model portfolio
Compounding Quality
Quality Compounders & Portfolio Tracking
Niche · Quality compounding equities
Yet Another Value Blog
Special Situations & Modern Value Investing
Niche · Spinoffs, mergers & special situations
Asian Century Stocks
Asian & Emerging Market Equity Research
Niche · Asian & emerging-market equities
The Diff
Inflections in Finance & Technology
Niche · Technology & financial infrastructure
Musings on Markets (Aswath Damodaran)
Valuation & Corporate Finance
Niche · valuation & corporate finance
Frequently asked questions
Is SemiAnalysis better than The Information?
They lead on different things. SemiAnalysis scores 93/100 on Research Authority and covers Semiconductors & AI compute supply chain; The Information scores 86/100 and covers Technology, media & venture capital. SemiAnalysis is the stronger pick if you want a higher Research Authority Score (93 against 86). The Information is the stronger pick for a cheaper entry tier ($39/mo or $399–$749/yr against ~$500/yr), or a longer track record (publishing since 2013).
Is SemiAnalysis cheaper than The Information?
SemiAnalysis lists ~$500/yr (Paid Subscription); The Information lists $39/mo or $399–$749/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 SemiAnalysis and The Information?
SemiAnalysis is classified as Analysis covering Equities, publishing since 2020 from United States. The Information is classified as Analysis covering Equities, publishing since 2013 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 SemiAnalysis and The Information?
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.