Dylan Patel

semis + AI infra / SemiAnalysis

Dylan Patel is the founder and chief analyst of SemiAnalysis, a subscription research firm and newsletter covering semiconductors, AI chips, and data-centre infrastructure. The publication is known for granular, technically rigorous breakdowns of chip architecture, supply chains, and hyperscaler spending that are widely cited across the industry. He built SemiAnalysis into one of the most-read independent research outlets in the semiconductor space.