Citrini Research founder Van Geelen sells firm to SemiAnalysis

This consolidates independent research capacity under a semiconductor-focused house, a notable signal of where analytical demand is concentrating as AI infrastructure drives cross-market coverage. The move affects readers who relied on Citrini's macro and thematic work, since editorial direction now sits with a technology research outfit. Whether the combined entity preserves Citrini's distinct coverage or folds it into SemiAnalysis's core semiconductor lens is the open question, and the undisclosed terms leave the strategic rationale — talent, audience, or distribution — unclear.