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Dylan Patel

Dylan Patel

@dylan-patel · 50 positions · 1 change of mind · On ppll ↗

Founder and chief executive of SemiAnalysis, the research firm that tracks the semiconductor and AI data-centre supply chain.

Dylan Patel did not write this page.

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  1. · held 9 months

    Believed beforesaid

    Instead of that conservative route, they are going to bet the farm, spend every dime Intel makes on investing in more manufacturing, design, and in general catching up in technology.

    Nowsaid

    No longer believes this.

    We even believed that Pat Gelsinger was changing the culture that Intel has and was throwing everything including the kitchen sink at restoring Intel to their former standing. We want to apologize to as we were wrong.

    ↗Intel Cuts Fab Buildout by $4B To Pay Billions In Dividendssemianalysis.com