How semiconductor stocks have performed since Dylan Patel's key 2026 analyses — updated May 19, 2026
Key SemiAnalysis Articles & Coverage (2026)
Dylan Patel's major analyses that moved semiconductor narratives this year.
February 2026 — ISSCC Coverage
NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI
Deep dive on co-packaged optics roadmaps, HBM4 hitting 13 Gb/s, LPDDR6 power efficiency gains. Samsung and SK Hynix showcase breakthroughs in memory and logic-based SRAM.
NVDAAVGOTSMMU
March 9, 2026 — Daytona Compute Conference, Chase Center SF
The Datacenter in 2026: CPUs, RL Environments & Agent-Driven Workloads
Dylan argues the next bottleneck isn't GPUs — it's CPUs. Reinforcement learning and vibe coding are driving massive CPU demand. The AI stack is diversifying, and Intel's CPU resurgence is real.
INTCAMDNVDAARM
March 16, 2026 — CNBC Closing Bell
Nvidia CEO Laying the Foundation for Enterprise AI: SemiAnalysis CEO Dylan Patel
Patel and Patrick Moorhead discuss Nvidia's record backlog, enterprise AI deployment expansion, and the company's dominant position in inference infrastructure.
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March 2026 — GTC Recap
GTC 2026: The Inference Kingdom Expands
Nvidia introduces Groq LPX, Vera ETL256, and STX systems. CPO makes debut for scale-up networking. Nvidia "acquires" Groq for $20B. TSMC N3 is capping accelerator production — a key reason the industry remains compute constrained.
NVDATSMAVGOMRVL
March 27, 2026 — SemiAnalysis Podcast
The AI Silicon Shortage Explained: TSMC, Nvidia CPO, Memory Crisis & What Comes Next
TSMC capacity constraints drive GPU pricing up, with rental rates surging 40% to $2.35/hr. Memory shortage could cut consumer electronics production 10–15%. TSMC plans $70B+ capex. HBM is sold out through 2026.
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April–May 2026 — SemiAnalysis Newsletter
CPUs are Back: The Datacenter CPU Landscape in 2026
Comprehensive breakdown of CPU resurgence. Intel's Clearwater Forest and Diamond Rapids vs AMD's Venice. RL training and agent workloads require massive parallel CPU environments. Microsoft's "Fairwater" datacenter has 48MW CPU building supporting 295MW GPU cluster. Intel increasing capex guidance.
INTCAMDARMQCOM
May 2026 — Dylan Patel Interview
AI Computing Power Industry Chain Outlook
Memory crisis deep-dive: ~30% of hyperscaler capex goes to memory. Patel warns memory stocks (MU, SK Hynix) could see 60% drawdowns in cyclical busts despite 596% surges. Equipment makers (ASML, AMAT) recommended for long-term stability.
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