Dylan Patel

Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising

A look at India's plan to gain semiconductor manufacturing share, including via a ~$10B incentive program, the Foxconn-Vedanta joint venture's issues, and more

Dylan Patel / SemiAnalysis :

Intel reports Q2 revenue down 22% YoY to $15.32B, vs. $17.92B est., a $454M net loss, and Datacenter and AI revenue down 16% YoY to $4.6B; stock drops 10%+

that Intel cut fab spending to pay dividends while lobbying for tax credits with the CHIPS+ Act — is worth a read. https://twitter.com/... Davos Bro Balding / @baldingsworld : Just to recap, Intel lis...