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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Marvell’s Next $1B Business Is Security – Hardware Security Modules HSMs
Cloud based LiquidSecurity HSMs will eat the world
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GPT Model Training Competition Heats Up – Nvidia Has A Legitimate Challenger
Cerebras Is Now Cost Competitive For Training GPT-like Large Language Models
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Lithography Intensity And Long-Term Wafer Demand
ASML’s long-term model is highly questionable
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ASML & The Semiconductor Market In 2025 & 2030
A critical look at ASML's long term projections and assumptions
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Q3 Earnings Ends With A Bang – $NVDA $MU $KLIC
Micron, Nvidia, and K&S Join Forces For The Most Negative News Day Of The Cycle
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Arm’s Nuclear Option – Qualcomm Must Cancel Next-Generation Products If Arm Succeeds
Arm denies allegations of changing its business model
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AMD Genoa Detailed – Architecture Makes Xeon Look Like A Dinosaur
Twice the CPU without twice the power
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Q3 Semiconductor Roundup – $ENTG $AMD $CRUS $MPWR $POWI $ON $AMKR $ASX $GFS $QCOM $QRVO $SWKS $MKSI $ICHR $COHR $MXL $KLA $NVMI $ONTO
Smartphones and RFFE expectations bottoming, but there's reasons to get bullish here
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The Future Of Military Sensing And Communications Systems – Co-Packaged Optics Enable Converged RF Phased Arrays
Lockheed Martin NGAD enabled by Ayar Labs
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