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Using nonpublic information in an industrial analysis and selling the report for profit may be legal. However, if the individuals...
Apr 4, 2026
The bottom of the article says that he (Ian) stays in touch with Dylan, though they only meet a few times a year, while he's more...
Apr 4, 2026
Even if a company is based in the UK, any fundraising activities conducted in the U.S. will subject it to a wide range of U.S...
Apr 4, 2026
Using nonpublic information in an industrial analysis and selling the report for profit may be legal. However, if the individuals...
Apr 4, 2026
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...
Apr 4, 2026
I was wondering which side leaked it to Ian? My guess would be plaintiff as they have the most to lose here?
Apr 4, 2026
Isn’t what you described just one of the reasons that Intel is being forced to buy back the 49% stake in the joint venture at such a...
Apr 4, 2026
W
Why would it matter whether semianalysis used non public information of a private company? It’s not a crime if there are no public...
Apr 4, 2026
K
Dylan’s update and comments on the counter suit is visible in the SemiAnalysis feed directly within LinkedIn.
Apr 4, 2026
K
It worked when I followed it... :rolleyes:
Apr 4, 2026
K
I was wondering which side leaked it to Ian? My guess would be plaintiff as they have the most to lose here?
Apr 4, 2026
S
I'm going to say "it depends". Read Ian's article and the filing excerpts more carefully. Dylan was intimately involved with the...
Apr 4, 2026
S
Well you are only thinking it from one point of view it is possible don't forget there is profit sharing as well for the fab Intel...
Apr 4, 2026
S
This is because American companies are all very nice. If SpaceX were a Chinese company, they would take customers' orders at cost price...
Apr 4, 2026
I'm going to say "it depends". Read Ian's article and the filing excerpts more carefully. Dylan was intimately involved with the...
Apr 4, 2026