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Patel's full post from LinkedIn:
Apr 4, 2026
Patel's full post from LinkedIn:
Apr 4, 2026
When I worked at Lockheed Martin, we always enjoyed having discussions around their (at the time) primary financial data center being in...
Apr 4, 2026
It has some elements of putting everything in one basket, one location. Watch out for Austin hailstorms!
Apr 4, 2026
What kind of response are you looking for here?
Why are you going on about "Westerners vs. Easterners" on a post about Terafab...
Apr 4, 2026
S
$2.5M extra to get chips 10 days earlier, in one case I personally know of... :-(
Apr 4, 2026
D
As an example, bicycle rental in China was 0.5 RMB for 30 minutes three years ago. Now it’s 1.5 RMB for 15 minutes.
1.5 RMB = 0.2 USD...
Apr 4, 2026
F
It has some elements of putting everything in one basket, one location. Watch out for Austin hailstorms!
Apr 4, 2026
D
how about the 2030 moon landing?
How about Made in China 2025 proposed in 2015?
Chinese leaders know the difference between hype and...
Apr 4, 2026
This seems plausible to me (Dylan/co taking shortcuts):
Zhou’s filing against SemiAnalysis boils down to the fact that when given...
Apr 4, 2026
One of the more recent tour deforces in the semiconductor industry today is the analyst firm SemiAnalysis, headed up by CEO Dylan Patel...
Apr 4, 2026
F
The named companies are SSD makers (even Cisco) who need DRAM (maybe even DDR5) as a cache component.
Apr 4, 2026
Website launched - looks like it's intended for both logic and memory:
https://terafab.ai/
Tesla, SpaceX, and xAI are launching the...
Apr 4, 2026
"Where no man has gone before" some of you youngsters never watch the old Star Trek
Space is the final frontier. :ROFLMAO:
Apr 4, 2026
F
Certainly, add capacity, but just not enough.
Apr 4, 2026
Daniel Nenni reacted to blueone's post in the thread Dylan Patel's SemiAnalysis Is Being Sued with
Like.
Patel's full post from LinkedIn:
Patel's full post from LinkedIn: