SemiAnalysis acquires Citrini Research; founder plans new fund

Citrini Research founder James van Geelen has sold the independent investment-research firm to SemiAnalysis, a semiconductor and AI research shop, for an undisclosed sum, according to Bloomberg. Sources told the outlet that van Geelen plans to launch a new fund after the sale. The transaction combines two research operations that publish analysis for investors in semiconductors and artificial intelligence, with SemiAnalysis absorbing Citrini's independent investment-research output. Neither the purchase price nor the terms of the new fund were disclosed, and no completion date or regulatory review was reported.