Dylan Patel
Founder, CEO, and Chief Analyst, SemiAnalysis
Dylan is the Founder, CEO, and Chief Analyst of SemiAnalysis – the preeminent authority on all things AI and semiconductors. Through Dylan’s unwavering commitment to excellence, he has built the firm from the ground up as the recognized authority on the semiconductor supply chain to the cloud ecosystem, machine learning models, and all things in between. Since 2020, SemiAnalysis has transformed its business from a solo venture into a cohesive and focused team to provide breaking news and in-depth analysis for the most strategic, complex, and escalating challenges in the semiconductor industry.
Dylan Patel
Founder, CEO, and Chief Analyst, SemiAnalysis
Dylan is the Founder, CEO, and Chief Analyst of SemiAnalysis – the preeminent authority on all things AI and semiconductors. Through Dylan’s unwavering commitment to excellence, he has built the firm from the ground up as the recognized authority on the semiconductor supply chain to the cloud ecosystem, machine learning models, and all things in between. Since 2020, SemiAnalysis has transformed its business from a solo venture into a cohesive and focused team to provide breaking news and in-depth analysis for the most strategic, complex, and escalating challenges in the semiconductor industry.
Articles by Dylan Patel:
-
Tesla AI Capacity Expansion – H100, Dojo D1, D2, HW 4.0, X.AI, Cloud Service Provider
Tesla has aspirations of being a top 5 AI company in capacity and a cloud service provider
-
Rebuilding Intel – Foundry vs IDM Decades of Inefficiencies Unraveled
Foundry Cost, Hot Lots, Steppings, Tool Utilization, Test & More: Path to Operational Efficiency?
-
AMD MI300 – Taming The Hype – AI Performance, Volume Ramp, Customers, Cost, IO, Networking, Software
Amazing engineering, but what of the path to market?
-
Zen 4c: AMD’s Response to Hyperscale ARM & Intel Atom
Bergamo Volumes, ASP, Performance, Hyperscale Order Shift, Die Shot, Floorplan, Physical Design, and Future Use of Dense Core Variants
-
AI Server Cost Analysis – Memory Is The Biggest Loser
Micron $MU looks very weak in AI
-
Nvidia’s InfiniBand Problem – Spectrum-X AI Fabric, Tomahawk-5, Jericho-3AI, Quantum-2
Competing teams and technologies, but can the pivot challenge Broadcom's dominance
By -
Meta Custom Silicon: What’s Old Is New
Semi-Custom Silicon For AI and Video, Roadmap, Co-Design Partners
-
Sound The Siryn: AmpereOne 192-Core CPU
Chiplets, Advanced Packaging, and Disingenuous Performance Claims
-
On Device AI – Double-Edged Sword
Scaling limits, model size constraints, why server based AI wins, and future hardware improvements
-
Meta’s Bizarre AI Infrastructure Choice Costs Them $100s of Millions
Meta is paying more for the same performance at higher power.
