SemiAnalysis
A research and analysis publication focused on semiconductors and AI infrastructure, providing detailed reports and models for institutional clients.
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"I believe them on supply. That seems very cut and dry. I don't think anyone has a stronger read on what's actually getting built than them."
More from John Coogan →+4 more mentions from John
"Making these parts requires the blade to be grown in a vacuum furnace as a single crystal of nickel superalloy, according to Nigel Chong, an analys..."
"What Dylan Patel did with SemiAnalysis — he was just a guy who got started and then his sector got hot. And so I do think housing will get hot again."
"According to SemiAnalysis, Anthropic and OpenAI are taking 60% of all the compute that's expected to be stood up in the entire world over the next year."
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"The semi analysis team obviously they recontextualized the two clips and added the beat to get the video going."
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About this data
- ✓45,000+ mentions extracted from real podcast transcripts
- ✓Every quote links to the source episode
- ✓Sponsored mentions are always labeled
- ✓Critical takes are shown, never filtered out