Dylan Patel - Profile and Journalist Details
Find journalists that align with your industry, location and vision. Unlock Dylan Patel's full journalist profile, including location, coverage topics, current employer, biography and preferences. Sign up today and start building journalist relationships that fuel your startup's growth.
Get connected with journalists today
Dylan Patel
Verified
Founder and Chief Analyst, SemiAnalysis
San Francisco Bay
Beats
media industry, writing, collaboration innovation, storytelling, open-source gender, journalism, data fiction,Technology, feminism
Anything that is not wine.
Content
By Dylan Patel, Daniel Nishball, Myron Xie, Wega Chu| semianalysis.com@ Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This solution competes directly with the GB200 NVL72, and in some metrics is more advanced than Nvidia’s rack scale solution. The engineering advantage is at the system level not just at the chip level, with innovation at the accelerator, networking, optics, and software layers.
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| semianalysis.com@ “Lithos Graphein” is back as a guest contributor to this report. Follow him on twitter @lithos_grapheinIf TSMC is “the most important company in the world,” according to President Trump, then EUV lithography tools are surely “the most important machines in the world.” Does that make SPIE Advanced Lithography & Patterning the most important conference in the world? Not exactly, but it’s at least a good opportunity to see the latest progress in EUV and advanced logic.
By Dylan Patel, Daniel Nishball, Myron Xie, Wega Chu| semianalysis.com@ Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This solution competes directly with the GB200 NVL72, and in some metrics is more advanced than Nvidia’s rack scale solution. The engineering advantage is at the system level not just at the chip level, with innovation at the accelerator, networking, optics, and software layers.
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