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Founder and Chief Analyst, SemiAnalysis

Dylan Patel

Verified

Founder and Chief Analyst, SemiAnalysis

San Francisco Bay

Beats

Primary beats

Technology

Secondary beats

CultureBook ReviewsNigeriaCyber SecurityInnovationMinorityData ScienceRiotsWritingTelecommunicationsEcotravelRural BroadbContent StrategistAnalysisCanadaHealth CareOpinionBusinessTech StartupsInformation TechnologyEditorial

Biography

Final Covers

media industry, writing, collaboration innovation, storytelling, open-source gender, journalism, data fiction,Technology, feminism

Doesn’t Cover

Anything that is not wine.

Journalist Type

Founder,Chief Analyst

Seniority Positions

Executive

Industries

Medium Formats

Consulting,Research

Content

Total articles 289

  • Available on paid plans

    Huawei AI CloudMatrix 384 - China’s Answer to Nvidia GB200 NVL72

    By Dylan Patel, Daniel Nishball, Myron Xie, Wega Chu

    Apr. 16, 2025

  • Available on paid plans

    High-NA is Here (for R&D), EUV Cost, Pattern Shaping Gaining Share, 6×12″ Mask, Metal Oxide & Dry Resist, Hyper-NA

    By Dylan Patel, Jeff Koch Verified, Lithos Graphein

    Apr. 14, 2025

  • Available on paid plans

    Huawei AI CloudMatrix 384 - China’s Answer to Nvidia GB200 NVL72

    By Dylan Patel, Daniel Nishball, Myron Xie, Wega Chu

    Apr. 16, 2025

As seen in

Substack,Business Insider,Exponential View,Ai Supremacy,latent.space,semiwiki.com,Semianalysis,Mondaq,Apple Podcasts,Journal Of Pharmacology And Experimental Therapeutics,Food & Wine

Company Info

SemiAnalysis

SemiAnalysis is an independent research and analysis company focused on the semiconductor and AI industries. Founded in 2019, it has established itself as a key provider of insights and models for these sectors. The company operates on Ben Thompson's Passport infrastructure, having transitioned from Substack. SemiAnalysis offers a variety of tailored services and products to meet the needs of its clients, which include major semiconductor companies, hyperscalers, and investors. Key offerings include industry models such as the Accelerator Industry Model, AI Cloud TCO Model, Datacenter Industry Model, and Wafer Fab Model. These models provide valuable insights into production analysis, cost ownership, datacenter capacity, and semiconductor equipment sales. With a team of 22 employees, SemiAnalysis delivers comprehensive research and analysis services to industry professionals and researchers.

San Francisco Bay, , United States

Founded: