# SemiAnalysis acquires Citrini Research; founder plans new fund

_Friday, September 11, 2026 at 5:40 PM EDT · AI, Products · Latest · Tier 2 — Notable_

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.

## Sources

- [Techmeme](https://www.techmeme.com/260911/p30#a260911p30)

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Retrieved: 2026-09-12T02:50:55.911Z
Publisher: Tech & Business (techandbusiness.org)