Outlet track record
SemiAnalysis (X post)
U.S. independent tech industry research
SemiAnalysis is an independent semiconductor and AI infrastructure research firm founded and owned by Dylan Patel. It operates primarily as a paid newsletter and data subscription service, not as a general-interest news outlet, and its coverage focuses on technical and business analysis of chips, AI infrastructure, and supply chains. It does not carry an explicit partisan orientation and engages with U.S. policy — including export controls — on analytical rather than ideological grounds.
Owned byPrivately owned by founder Dylan Patel; no outside investors or venture capital
LeaningU.S. independent tech industry research
On the administrationmostly neutral
6average bias score across 1 story
1 = straight reporting · 10 = heavily spun
1 = straight reporting · 10 = heavily spun