SemiAnalysis
Independent research firm and newsletter on semiconductors and AI infrastructure, founded by Dylan Patel.
At a glance
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Dylan Patel (CEO)
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- SemiAnalysis is an independent research newsletter and firm covering the semiconductor and AI industries, from the equipment and materials that make chips to the models and data centres that run on them.
- Founded and run by Dylan Patel, it also sells consulting, custom research and industry models to companies and institutional investors.
Why it matters
- It is one of the most cited sources on the economics of AI chips and data centres.
Key facts
- What it covers
- "The semiconductor and AI industries": the whole supply chain, from chipmaking equipment and materials to AI models, software and infrastructure1
- Business
- Newsletter plus strategic and technical consulting, custom research, and industry and product models for companies and institutional investors1
- Founder and CEO
- Dylan Patel2
- Reputation
- Described by the Dwarkesh Podcast as "the leading publication and research firm on AI hardware"3
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How recent
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