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About N72 and Nicolas Chantier
N72 Semiconductor Value Insights is an independent research firm based at 32 Avenue Kléber, Paris, delivering institutional-grade analysis of semiconductor and AI infrastructure value chains.
Nicolas Chantier founded N72 on the principle that paying clients deserve truth, not consensus comfort. His analysis draws on 26 years of semiconductor industry experience (National Semiconductor, Teledyne e2v), formal financial training from Columbia Business School (Value Investing and Advanced Financial Statement Analysis with Professor Doron Nissim), and Certified Board Member credentials from EM Lyon.
We calculate rather than predict. We follow physics rather than consensus.
Read the extended page about N72 and Nicolas Chantier
