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SemiAnalysis

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · said 4 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Nathan Benaich (1), Matt Turck (1), Ivan Borzin (1), Dylan Patel (1)

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2026 3 mentions in 2 episodes 2 per episode
2024 1 mention in 1 episode

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Everything said about SemiAnalysis, oldest first

Feb 5, 2026
Disclosure
Patel: SemiAnalysis advised a client on buying and restarting a coal plant
“Have clients would like, had a client buy a coal plant. And we were advising them on the transaction based on, they just like showed up and they're like, yeah, we want to buy power assets.”
Dylan Patel Feb 5, 2026 ▶ 1:02:38 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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