Independent research built from the supply chain up
Summit Insights Group covers semiconductors, AI infrastructure, IT hardware and software for institutional investors. Our analysts worked inside the industry before covering it, and our research starts with what suppliers, manufacturers and distributors are seeing right now.
Research you can act on, and an analyst you can call
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Earnings notes
Our read on each print for the names we cover: what changed, what the supply chain was already telling us, and what it means for the stock.
Covered names across semis and AI infrastructure
Grounded in channel checks, not just the call
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Direct access to KinNgai Chan
Ad hoc calls with our lead semiconductor analyst on whatever you’re working through, from a single name to a sector-wide question.
Specific names and positioning
Industry and supply-chain breakdowns
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Primers and deep dives
Industry primers and breakdowns on request, so you can get up to speed on a segment or a theme before you take a position.
Segment primers, e.g. AI accelerators, memory, semicap
Tailored to the question you’re asking
Where our view comes from
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Channel checks
Ongoing conversations with suppliers, OEMs, ODMs and distributors to track demand, inventory and pricing before they show up in reported numbers.
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Industry access
Regular dialogue with executives at public and private chip companies, plus time on the ground at major industry events and startups.
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Operator experience
Every principal analyst spent years inside technology companies, buying, selling or building the products we now cover.
Two practices, one approach
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Semiconductors & AI infrastructure
Led by KinNgai Chan
AI accelerators and custom silicon, semicap equipment, memory, analog and RF.
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Software & security
Led by Srini Nandury
Enterprise software, cybersecurity and data infrastructure.