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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Nvidia’s New China AI Chips Circumvent US Restrictions | H20 Faster Than H100 | Huawei Ascend 910B
2024 Revenue, EPS, H20, L20, and L2 Full Specifications
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AMD MI300 Ramp, GPT-4 Performance, ASP & Volumes
Order Volumes From Microsoft, Meta, Oracle, Google, Supermicro/Quanta direct, Amazon
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Wafer Wars: Deciphering Latest Restrictions On AI And Semiconductor Manufacturing
China's Countermove: How Beijing is Dodging New Semiconductor Restrictions
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Going Vertical: Gate All Around, 3D DRAM, 3D NAND – Kokusai Electric IPO
Kokusai Electric IPO, 2024 to 2026 WFE Share, Memory Pricing, Atomic Layer Deposition (ALD), ASM International, Tokyo Electron, Applied Materials, Lam Research, Deposition Process
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Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E
Roadmap, Supply, Anti-competitive: AMD, Broadcom, Google, Amazon, and Microsoft Have Their Work Cutout For Them
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AI Doomer vs Techno-Optimist: Social Fabric, AI Girlfriends, Mass Media
China Demographics, Character AI, Meta, Influencers, Incels, and Insurrectionists
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Amazon Anthropic: Poison Pill or Empire Strikes Back
Claude 3, Claude 4, Trainium2, Marvell, Alchip, Bedrock, Google Infrastructure
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Nvidia Buys Illumina? The AI Foundry for Healthcare – The Hardware of Life
Overcoming Eroom's Law: Enabling Moore's Law in Healthcare With Potential Acquisition
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Arm and a Leg: Arm’s Quest To Extract Their True Value
Cheap If They Can Charge Qualcomm-like Royalties?
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China AI & Semiconductors Rise: US Sanctions Have Failed
Huawei, SMIC, 7nm, H800, Domestic AI Capabilities, ASML, MediaTek, Qualcomm, Apple, RF Capabilities, Potential Sanctions
