SemiAnalysis Glossary
Research publication founded by Dylan Patel covering semiconductors, AI infrastructure, GPU economics, memory, power, fabs, and the physical constraints behind frontier AI.
SemiAnalysis is the semiconductor and AI-infrastructure research publication founded by Dylan Patel.
For this Dictionary, SemiAnalysis is important because it keeps the AI conversation attached to the physical substrate: GPUs, high-bandwidth memory, advanced packaging, TSMC allocation, data-center power, networking, cooling, and the capital structure of hyperscale buildouts.
This is a necessary antidote to frictionless AI talk. The chatbot window hides the industrial stack. SemiAnalysis studies the stack.