Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund
THE SO WHAT
A specialist research shop selling into SemiAnalysis while the founder spins up a new fund shows how semiconductor and AI intel is becoming its own asset class. If you’re building in chips or AI infra, assume your moves are being modeled by increasingly sophisticated outsiders — and treat information strategy as part of your moat.
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