Dylan Patel - Profile and Journalist Details
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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
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: