Market Chatter: SemiAnalysis Buys Citrini Research From Founder James van Geelen

06:36 PM EDT, 09/11/2026 (MT Newswires) -- SemiAnalysis has acquired independent investment-research firm Citrini Research from founder James van Geelen, Bloomberg reported Friday, citing confirmation from van Geelen and SemiAnalysis Chief Executive Officer Dylan Patel. Van Geelen will remain CEO of Citrini Research for now, and the sale price couldn't immediately be determined, according to the report. Separately, van Geelen plans to launch a new fund, the report, citing people familiar with the matter. Patel said in an interview that the deal is aimed at scaling research in an industry he described as democratizing, citing Citrini's Substack following as a key asset, the report said. SemiAnalysis and Citrini did not immediately respond to requests for comment from MT Newswires. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)