Dylan Patel
speaker
3,025 appearances
3 recordings
1 series
first heard Aug 2025
last heard 15 Jul
Dylan Patel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And there's sort of two fronts there, right?
There's the logic, i.e.
replacing TSMC, and there's the memory, i.e.
replacing Hynex, Samsung, Micron.
And on the logic side,
They are they're behind, but they're really ramping there.
And I think they can they can sort of get to the production capacity uh estimates needed.
And the US is still allowing them to import all the equipment necessary pretty much.
Uh the bans are really for beyond the current generation of technology beyond seven nanometer, the the the bans are really for five nanometer and below.
Um, even though the government says they're for 14 nanometer, the the actual equipment that's
Band is only for below seven nanometer.
And so they'll be able to make a lot of seven nanometer AI chips and maybe even get to five with, you know, using existing uh equipment for five nanometer rather than using uh rather than like taking the new techniques.
And so like there's the logic side and then there's the memory side.
And the the aspect of Huawei's announcement that was surprising was that they're doing custom memory, right?
That's that's the part that is sort of like, hey, this is really exciting.
They announced, you know, two different types of chips for next year.
Um, one that's focused on recommendation systems and prefill, and then one that's focused on uh decode.
There's a trend these days.
Yeah.
So in NVIDIA, the same thing.
Showing 821–840 of 3,025 · page 42 of 152
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