Macro$FGL5:11 PM ETdeveloping · v3

SemiAnalysis acquires Citrini Research; Van Geelen to stay as CEO, plans new fund

By BORSA NewsroomPublished Sep 11, 2026, 5:11 PM EDTUpdated Sep 11, 2026, 5:11 PM EDT

SemiAnalysis has agreed to buy Citrini Research from founder James Van Geelen. Van Geelen remains CEO for now and plans to launch a new fund. The deal consolidates two independent shops covering AI and semiconductors.

Sentimentneutral 50

Neutral · 50 of 100

Impact15

low · stays off the top drivers

Confidence90%

high confidence · 3 wires

Eventdeveloping

v3 · alerts feed only

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