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There will be no winners here. I seriously doubt Dylan will let it go to the deposition phase. You just never know what other shortcuts will come up during discovery.
**SemiAnalysis is currently involved in a legal dispute mainly with a former employee, and the situation includes both sides...
I don't think "taking shortcuts" adequately covers what is being done here. Here is an example that I completely made up for the purposes of discussion:
If data from a TXXX N3 PDK, which we all know is protected by NDAs and other legal documents, is used in a report that is then sold for...
One of the more recent tour deforces in the semiconductor industry today is the analyst firm SemiAnalysis, headed up by CEO Dylan Patel and a team of around 50 employees all aimed at providing reports and models for the AI ecosystem - everything from datacenter build-out to supply-chain...
Worldwide chip sales up 61.8% year-to-year, 7.6% month-to-month
WASHINGTON—April 3, 2026—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $88.8 billion during the month of February 2026, an increase of 7.6% compared to the January 2026 total of $82.5...
Is SpaceX a Hegemony?
Where SpaceX looks hegemonic:
SpaceX has strong dominance in some launch markets:
It flies a huge share of U.S. orbital launches
Its reusable rockets lowered launch costs
Competitors often adjust pricing and designs in response
Its Starlink network is one of the largest...
Could a glut of leading edge semiconductor capacity be headed our way? Seriously, are we over building logic capacity for AI? The other factors to consider are yield, memory, and other supply chain constraints.
TSMC is high yielding, Samsung is low, Intel Foundry and Rapidus are somewhere in...
Reuters
Elon Musk's SpaceX is poised to become one of the most valuable publicly traded companies in the world.
The firm, which makes rockets, space exploration technology and Starlink satellites, is privately held, but on Wednesday it made a confidential filing with authorities for an initial...
Total Funding Exceeds $93M as Semiconductor Leaders Rally Around Cognichip’s Full-Stack ACI® – Artificial Chip Intelligence Technology
Seligman Ventures and Japan-based SBI Investment Join Coalition of Industry Leaders to Re-Architect Chip Design for the AI Era
Lip-Bu Tan, the Visionary Venture...
Beijing pushes domestic chips over foreign tech to cut dependence and bolster local alternatives
Chinese vendors collectively shipped 1.65 million cards, accounting for 41% of the total market PHOTO: REUTERS
[BEIJING] Chinese GPU and AI chip makers captured nearly 41 per cent of China’s AI...
Actually we have 360,976 registered members and more than 2M active readers.
Officially I am a blogger and offer my experience, observations, and opinions. There is nothing neutral about me. Journalists are supposed to report the news in a neutral manner but most journalists now adays have an...
Apr 1, 2026 • 9:00 AM EDT
SANTA CLARA, Calif. & NEW YORK--(BUSINESS WIRE)-- Intel Corporation (Nasdaq: INTC) and Apollo (NYSE: APO) today announced a definitive agreement for Intel to repurchase the 49% equity interest in the joint venture related to Intel’s Fab 34 in Ireland not held by Intel...
Rapidus secures $1.7 billion from Japan’s government and private investors for 2nm chip production — company says it is in active discussions with more than 60 potential customers... :ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO:
60 deals for 400 wafers per month? I sure hope yield is 99.99%.
Japan will use Rapidus if at all possible. Remember who the investors are according to AI:
Rapidus is backed by a consortium of major Japanese corporations plus strong government funding. Here’s a clear breakdown of the investors and supporters.
Founding corporate investors
Rapidus was...
