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Intel Panther Lake Teardown
Taking a look inside Intel’s latest consumer chip and 18A process node
Sep 26
•
Adith Shankar
,
Daniel Sanchez
,
Allison Elliott
,
Sarah Lawrence
,
Afzal Ahmad
,
Andrew Wagner
,
STEEL Team
,
Dylan Patel
, and
Hemanth Ajithkumar
118
9
Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?
SMIC N+3 Node Deep Dive vs TSMC N6, TechInsights Private Equity Sale, SemiAnalysis Teardown Engineering & Evaluation Lab, HiSilicon Kirin 9030, Process…
Jun 14
•
STEEL Team
,
Afzal Ahmad
,
Andrew Wagner
,
Gerald Wong
,
Wayne Ma
,
Dylan Patel
,
Daniel Sanchez
,
Adith Shankar
,
Allison Elliott
, and
Sarah Lawrence
150
1
12
Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company
iFixit’s teardown of the iPhone 12 has revealed that there are 3 mmWave antenna modules built by USI.
Oct 25, 2020
•
Dylan Patel
4
RL Environments and RL for Science: Data Foundries and Multi-Agent Architectures
Worker Automation, RL as a Service, Anthropic's next big bet, GDPval and Utility Evals, Computer Use Agents, LLMs in Biology, Mid-Training, Lab…
Jan 6
•
AJ
and
Dylan Patel
188
3
19
Scaling Laws - O1 Pro Architecture, Reasoning Training Infrastructure, Orion and Claude 3.5 Opus “Failures”
AI Lab Synthetic Data Infrastructure, Inference Tokenomics of Test Time Compute, The Data Wall, Evaluations are Broken, RLAIF, Inference Time Search…
Dec 11, 2024
•
Dylan Patel
,
Daniel Nishball
,
AJ
, and
Reyk Knuhtsen
8
China’s SMIC Is Shipping 7nm Foundry ASICs
The Most Advanced Foundry In The World After TSMC And Samsung
Jul 20, 2022
•
Dylan Patel
38
40
1
Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX
Can TileRT software on NVIDIA GPU compete with Cerebras, Groq LPU, SambaNova? Batch Size 1, Disaggregated engine, high throughput prefill engine, high…
Aug 10
•
Bryan Shan
,
Daniel Nishball
,
Cam Quilici
,
Kimbo Chen
,
Alec Ibarra
, and
Dylan Patel
148
1
6
Lithography Intensity And Long-Term Wafer Demand
ASML’s long-term model is highly questionable
Nov 30, 2022
•
Dylan Patel
and
Afzal Ahmad
22
6
Anthropic 3Q26 Profit Over $1B: The Anthropic IPO Financials Sneak Peak
Anthropic’s Opportunity is Theirs to Lose
Jul 8
•
Joey Brookhart
,
Crystal Huang
, and
Dylan Patel
266
11
17
AI Value Capture - The Shift To Model Labs
Vera Rubin VR NVL72: V for Value - Rubin delivers a step jump in performance per TCO. ROI accruing to users, Neoclouds, Hyperscalers, AI Labs, Memory…
May 1
•
Daniel Nishball
,
Dylan Patel
,
Cheang Kang Wen
,
Crystal Huang
,
Max Kan
,
Ray Wang
,
Myron Xie
,
Zane Fong
, and
Clara Ee
331
35
How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive
Bring Your Own Generation, Sayonara Electric Grid, Turbines vs. Recips. vs. Fuel Cells, Why Not Build More CCGTs?, Onsite Power TCO
Dec 30, 2025
•
Ajey Pandey
,
Jeremie Eliahou Ontiveros
, and
Dylan Patel
250
31
26
Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?
Ayar Labs is one of the most promising semiconductor startups in the semiconductor world.
Apr 30, 2022
•
Dylan Patel
31
5
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