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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Arm Changes Business Model – OEM Partners Must Directly License From Arm
No More External GPU, NPU, or ISP’s Allowed In Arm-Based SOCs
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Caliptra – First Open-Source Silicon Going Into All Datacenter Chips
Every chip from Microsoft, Google, AMD, and Nvidia
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How China’s Biren Is Attempting To Evade US Sanctions
The regulations are like swiss cheese, but these holes will be patched up
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2023 Datacenter Outlook – AMD and Intel Revenue, ASP, and Units – Genoa Ramp Details
AMD 35% revenue share?
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Is Arm Desperate? Qualcomm Claps Back At Arm’s Potentially Frivolous Lawsuit
Licensing Details Revealed
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China and USA Are Officially At Economic War – Technology Restriction Overview
New regulations will impact global trade by hundreds of billions of dollars annually.
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Amazon Web Services Infrastructure Inefficiencies Cause Cuts To Twitch Driving Creators To Google’s YouTube
Hyperscalers have different hardware software advantages
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Semiconductor Fab Buildout Delays – 2023 to 2025 Wafer Fabrication Equipment Outlook
2023 Below $70B WFE?
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Ada Lovelace GPUs Shows How Desperate Nvidia Is – AMD RDNA 3 Cost Comparison
Nvidia's first cost disadvantage versus AMD in a decade
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