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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TSMC Says They Will Sidestep The Recession – 2023 Outlook, Q4 2022 Earnings
Soaring wafer pricing, capital intensity, Capex breakdown, revenue estimate, and hyperscale silicon
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India’s Semiconductor Scam: Indian Mining Tycoon and Pro-CCP Assembly Giant Swindle India’s Semi Subsidy Program
Overview of incentive program, 3 major proposals feasibility
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Ventana RISC-V CPUs Beating Next Generation Intel Sapphire Rapids! – Overview of 13 RISC-V Companies, CPUs, and Ecosystem
SiFive, Tenstorrent, Rivos, Codasip, Akeana, Alibaba, Imagination, Western Digital, Andes, Krakatoa, MIPS, XMOS, and Ventana
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TSMC’s 3nm Conundrum, Does It Even Make Sense? – N3 & N3E Process Technology & Cost Detailed
Shrinking finally costs more, Moore's Law is now dead in economic terms
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Fungible DPUs Are Dead – Acquired By Major US Cloud – Acquisition Details
When the first mover’s advantage doesn’t help you succeed
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Marvell’s Vision – Custom Silicon, CXL, DPUs, Ethernet, Optical, Telecom, Storage, Automotive, SerDes, 2025 Revenue & EPS
Transforming into the leader in infrastructure silicon & EPS estimates
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Samsung Backstabs The DRAM Cartel – Capital Expenditure Cuts, 130 Manufacturing Projects, 60 Companies Report
Samsung swims against the tide as the industry cuts capital expenditures and delays manufacturing ramps
