China’s cxmt is set to challenge dram incumbents Dylan Patel · SemiAnalysis ·Jun 23, 2026 · 28 min read · AI & Tech
Stop saying half of 2026 US datacenter capacity is canceled Dylan Patel · SemiAnalysis ·Jun 18, 2026 · 26 min read · AI & Tech
Rl systems mind the gap: Matching trainer and generator throughput Dylan Patel · SemiAnalysis ·Jun 16, 2026 · 25 min read · AI & Tech
Is smic n+3’s metal pitch smaller than Intel 18A’s? Dylan Patel · SemiAnalysis ·Jun 14, 2026 · 40 min read · AI & Tech
DeepSeekV4 1.6T day 0 to day 43 performance over time - Huawei, GB300 NVL72, MI355X, b200 Dylan Patel · SemiAnalysis ·Jun 9, 2026 · 31 min read · AI & Tech
China's unitree will dominate global robotics Dylan Patel · SemiAnalysis ·Jun 8, 2026 · 27 min read · AI & Tech
To boldly go: The case for space datacenters Dylan Patel · SemiAnalysis ·Jun 3, 2026 · 46 min read · AI & Tech
AI dark output: The visible cost of invisible output Dylan Patel · SemiAnalysis ·May 29, 2026 · 22 min read · AI & Tech
Anthropic growth and bedrock mix drive Aws margins higher while peers lag Dylan Patel · SemiAnalysis ·May 27, 2026 · 16 min read · AI & Tech
Inside the 800VDC revolution – part 1 Dylan Patel · SemiAnalysis ·May 26, 2026 · 42 min read · AI & Tech
The eda primer: From rtl to silicon Dylan Patel · SemiAnalysis ·May 11, 2026 · 50 min read · AI & Tech
AI value capture - the shift to model labs Dylan Patel · SemiAnalysis ·Apr 30, 2026 · 27 min read · AI & Tech
The coding assistant breakdown: More tokens please Dylan Patel · SemiAnalysis ·Apr 24, 2026 · 28 min read · AI & Tech
How much do gpu clusters really cost? Dylan Patel · SemiAnalysis ·Apr 20, 2026 · 40 min read · AI & Tech
ISSCC 2026: Nvidia & Broadcom CPO, HBM4 & LPDDR6, TSMC active LSI, logic-based SRAM, UCIe-S and more Dylan Patel · SemiAnalysis ·Apr 15, 2026 · 45 min read · AI & Tech
The great gpu shortage – rental capacity – launching our h100 1 year rental price index Dylan Patel · SemiAnalysis ·Apr 1, 2026 · 18 min read · AI & Tech
Dissecting Nvidia blackwell - tensor cores, ptx instructions, sass, floorsweep, yield Dylan Patel · SemiAnalysis ·Mar 31, 2026 · 19 min read · AI & Tech
Nvidia – the inference kingdom expands Dylan Patel · SemiAnalysis ·Mar 23, 2026 · 28 min read · AI & Tech
Are AI datacenters increasing electric bills for American households? Dylan Patel · SemiAnalysis ·Mar 3, 2026 · 24 min read · AI & Tech
Vera rubin – extreme co-design: An evolution from grace blackwell oberon Dylan Patel · SemiAnalysis ·Feb 25, 2026 · 70 min read · AI & Tech
InferenceX v2: Nvidia blackwell vs Amd vs hopper - formerly InferenceMAX Dylan Patel · SemiAnalysis ·Feb 16, 2026 · 57 min read · AI & Tech
Cpus are back: The datacenter cpu landscape in 2026 Dylan Patel · SemiAnalysis ·Feb 9, 2026 · 50 min read · AI & Tech
Memory mania: How a once-in-four-decades shortage is fueling a memory boom Dylan Patel · SemiAnalysis ·Feb 6, 2026 · 15 min read · AI & Tech
Claude code is the inflection point Dylan Patel · SemiAnalysis ·Feb 5, 2026 · 16 min read · AI & Tech
Tpuv7: Google takes a swing at the king Dylan Patel · SemiAnalysis ·Nov 28, 2025 · 47 min read · AI & Tech
Microsoft's AI strategy deconstructed - from energy to tokens Dylan Patel · SemiAnalysis ·Nov 12, 2025 · 29 min read · AI & Tech
