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:
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Google “We Have No Moat, And Neither Does OpenAI”
Leaked Internal Google Document Claims Open Source AI Will Outcompete Google and OpenAI
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Intel Emerald Rapids Backtracks on Chiplets – Design, Performance & Cost
Competitive Analysis Considerations, Sapphire Rapids Stealthy Redesign
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TSMC’s Heroic Assumption – Low Utilization Rates, Fab Cancellation, 3nm Volumes, Automotive Weakness, AI Advanced Packaging Demands, 2024 Capex Weakness
Can these heroic assumptions be supported? Tremendous risk.
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Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture
From DLRM to LLM, internal workloads win, but how does Google fare in external workloads?
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Silicon Carbide Game-Changer: Aehr’s Edge – SiC Pure Play $AEHR
From Electric Vehicles to Renewable Energy: Aehr Test Systems Tools Are Critical To Tomorrow's Future
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Caught in the Crossfire: Short Target in the Looming US Tool Ban Saga
41% Of Revenue At High Risk
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Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing
Nitro, Graviton, EFA, Inferentia, Trainium, Nvidia Cloud, Microsoft Azure, Google Cloud, Oracle Cloud, Handicapping Infrastructure, AI As A Service, Enterprise Automation, Meta, Coreweave, TCO
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Google OCS Apollo: The >$3 Billion Game-Changer in Datacenter Networking
Custom Optical Switches Reduce Broadcom's Networking Dominance
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Marvell’s DSP Dilemma? Networking’s Tectonic Shift Led By Broadcom, Nvidia, Arista Networks, Microsoft, Meta, Macom, and more
Will Marvell's Strongest Moat Be Breached? $MRVL $AVGO $NVDA $ANET $MSFT $MTSI $META
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EUV Requirements Halved? Applied Materials’ Sculpta Redefines Lithography And Patterning Market
$4.5B EUV Annual Reduction, High-NA, Contacts, Vias, Throughput, ASP, Use cases, TSMC N2, Intel 18A, Samsung 2nm
