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SemiAnalysis forecasts more than USD 100 million revenue in 2026, versus approximately USD 20 million in 2025

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A LinkedIn post relayed that SemiAnalysis expected revenue above USD 100 million in 2026, compared with approximately USD 20 million in 2025. This was a full-year revenue forecast; the original post did not call it realized ARR.

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  1. www.linkedin.com ↗Published Sep 14, 2026
Original source text

Names may use phonetic renderings when no English name is supplied. The original wording is retained below.

据LinkedIn帖文转述,SemiAnalysis预计2026年收入超过1亿美元,2025年约2000万美元;这是全年收入预测,原帖未称已实现ARR。