Dylan Patel

3 weeks ago | chinatalk.media | Jordan Schneider |Dylan Patel |Doug O'Laughlin

Dylan Patel and Doug O’Laughlin of SemiAnalysis explore Huawei new rack and its broader strategy of leveraging structural advantages to resist, circumvent, and nullify export controls — as well as how the U.S. government should respond. We also get into chip tariff policy. Semiconductors are exempt from Trump’s reciprocal tariffs for now, but the administration has signaled that chip-specific tariffs are coming soon.

4 weeks ago | semianalysis.com | Dylan Patel |Daniel Nishball |Myron Xie |Wega Chu

Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This solution competes directly with the GB200 NVL72, and in some metrics is more advanced than Nvidia’s rack scale solution. The engineering advantage is at the system level not just at the chip level, with innovation at the accelerator, networking, optics, and software layers.

1 month ago | semianalysis.com | Dylan Patel |Jeff Koch |Lithos Graphein

“Lithos Graphein” is back as a guest contributor to this report. Follow him on twitter @lithos_grapheinIf TSMC is “the most important company in the world,” according to President Trump, then EUV lithography tools are surely “the most important machines in the world.” Does that make SPIE Advanced Lithography & Patterning the most important conference in the world? Not exactly, but it’s at least a good opportunity to see the latest progress in EUV and advanced logic.

1 month ago | mondaq.com | Mark Chapman |Dylan Patel

On 06 April 2025, the Digital Markets, Competition and Consumers Act2024 ("the DMCCA") comes into effect. It's nowcritical that businesses inspect their consumer obligations,especially with regards to customer reviews and pricingdisplays. The punishments for non-compliance can beseverely detrimental to businesses, with the Competitions andMarkets Authority ("the CMA") being granted new powers tofine businesses £300,000 for non-compliance, or 10% of globalannual turnover—whichever is higher.

Feb 13, 2025 | semianalysis.com | Dylan Patel |Jeremie Eliahou Ontiveros |Daniel Nishball |Reyk Knuhtsen

Cluster deployments are an order of magnitude larger in scale with Gigawatt-scale datacenters coming online at full capacity much faster than most believe. As such, there are considerable design changes that Datacenter developers planning future sites must consider. We previously covered the Electrical system of Datacenters and how the rise of Generative AI is impacting datacenter design and equipment suppliers.