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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TPUv5e: The New Benchmark in Cost-Efficient Inference and Training for <200B Parameter Models
Latency, Performance, Fine-tuning, Scaling, and Networking
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Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration
Broadcom: The Silent Giant in AI Chip Revolution – Putting Numbers To It
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Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors
Compute Resources That Make Everyone Look GPU-Poor
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Nvidia’s Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes
1 Supplier Is A Winner Take All, Revealing The AI Head-Fakes
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Nvidia’s Ramp – Volume, ASP, Cloud Pricing, Margins, EPS, Cashflow, China, Competition
Unraveling the Mixed Signals in the Supply Chain from AI Head-Fakes
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Energizing AI: Power Delivery Competition Heats Up Vicor, MPS, Delta, ADI, Renesas, Infineon
Nvidia H100, Google TPUv5, AMD MI300, Intel Gaudi3/PVC, Cerebras WSE2
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AI Expansion – Supply Chain Analysis For CoWoS And HBM
28 Upstream Suppliers Analyzed For Generative AI Torque
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NAND Flash Monopoly Broken? Tokyo Electron Moly Dep + Cryo Etch Takes On Lam Research For The Future Of NAND
>$1B Billion Dollar Revenue Impact Lam Research ‘25 Revenue from Cryo Etch + Moly Dep?
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GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE
Demystifying GPT-4: The engineering tradeoffs that led OpenAI to their architecture.
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AI Capacity Constraints – CoWoS and HBM Supply Chain
Quarterly Ramp for Nvidia, Broadcom, Google, AMD, AMD Embedded (Xilinx), Amazon, Marvell, Microsoft, Alchip, Alibaba T-Head, ZTE Sanechips, Samsung, Micron, and SK Hynix
