SemiAnalysis
Technical analysis of chips, AI hardware, and compute.
About
SemiAnalysis is Dylan Patel's research newsletter on semiconductors, AI hardware, and the compute buildout behind the current wave of AI companies. It's become essential reading in chip and AI-infrastructure circles for its level of technical specificity: the kind of supply-chain and fab-capacity detail that rarely shows up in general tech coverage.
Editions dig into topics like GPU supply constraints, data-center power requirements, and the economics of training large models, often citing detailed cost estimates and technical specs. It's a niche publication by design, aimed at people who work in or invest around the hardware layer of AI rather than general tech readers.
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