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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Embracing Chaos: The Imperfect Art of Semiconductor Manufacturing And Lithography
5 Longs, Intel EUV Delayed Again, And More
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The Future of the Transistor
Planar to FinFET to Nanosheet to Complementary FET to 2D
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Thick Cables, Thin Margins – Microsoft, Amazon, and Google Demand Overstated By $CRDO Credo
Future Demand Booming But Active Electrical Cables Are Not The Salvation
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Peeling The Onion’s Layers – Large Language Models Search Architecture And Cost
Ad Engine, Crawl, Index, and Query Processing disrupted by LLMs
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The Inference Cost Of Search Disruption – Large Language Model Cost Analysis
$30B Of Google Profit Evaporating Overnight, Performance Improvement With H100 TPUv4 TPUv5
