The Minutes of Dylan Patel on manufacturing https://minutesof.com/dylan-patel/on/manufacturing/ Everything Dylan Patel has said on manufacturing: 10 verbatim quotes between October 2023 and June 2025, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:17 +0000 Patel asserts America cannot manufacture robots and Germany/Japan are losing capabilities to China. https://minutesof.com/q/997a2cfd-1cdf-4dd0-96d4-8fbdc8d4daf3/ https://minutesof.com/q/997a2cfd-1cdf-4dd0-96d4-8fbdc8d4daf3/ “Germany and and Japan are losing a lot of their capabilities to do so slash the cost of their robots are just way, way, way higher than what China can do.” — Going Direct Sun, 22 Jun 2025 21:30:00 +0000 manufacturing Patel states that Japan, USA, Korea, and Germany combined deploy only a third of China's robots in 2023. https://minutesof.com/q/9b53d10e-c58f-46cd-88ed-84b2e6b98f81/ https://minutesof.com/q/9b53d10e-c58f-46cd-88ed-84b2e6b98f81/ “You fast forward to 2023, and all four of these countries combined, right, are still a third of China's robot deployments.” — Going Direct Sun, 22 Jun 2025 21:30:00 +0000 manufacturing Patel contrasts Western price-to-value strategy with Chinese cost-plus pricing model in manufacturing. https://minutesof.com/q/e5cd5238-fd61-4c78-813a-7ecc288bfeff/ https://minutesof.com/q/e5cd5238-fd61-4c78-813a-7ecc288bfeff/ “Whereas Chinese companies are almost all cost plus. They're not price to value. They're cost plus. Right? And so you've got this interesting phenomenon where,” — Going Direct Sun, 22 Jun 2025 21:30:00 +0000 manufacturing Patel explains Chinese companies use cost-plus pricing instead of price-to-value, avoiding margin expansion de https://minutesof.com/q/600aa10f-ce79-4d5e-9b6d-49919dc5e77c/ https://minutesof.com/q/600aa10f-ce79-4d5e-9b6d-49919dc5e77c/ “Whereas Chinese companies are almost all cost plus. They're not price to value. They're cost plus. Right?” — Going Direct Sun, 22 Jun 2025 21:30:00 +0000 manufacturing Patel explains Chinese manufacturers use cost-plus pricing rather than value-based pricing across industries. https://minutesof.com/q/9820aa6d-0224-4a6c-b2b6-f2965992e508/ https://minutesof.com/q/9820aa6d-0224-4a6c-b2b6-f2965992e508/ “They're not price to value. They're cost plus. Right? And so you've got this interesting phenomenon where, there are industries in China where the entire world relies on it.” — Going Direct Sun, 22 Jun 2025 21:30:00 +0000 manufacturing Patel notes many Chinese companies dominating global markets have flat or declining stock prices. https://minutesof.com/q/dd8f0bd2-599a-4b49-97c9-a2d5257ccc86/ https://minutesof.com/q/dd8f0bd2-599a-4b49-97c9-a2d5257ccc86/ “there's so many companies on the Hangshan, the Hangshan, which is a stock market in China, right, whose stock has literally been flat or down despite the fact that they own the global market.” — Going Direct Sun, 22 Jun 2025 21:30:00 +0000 manufacturing Patel says GPUs in a 16,000 GPU cluster show up to 10% speed variation from manufacturing differences. https://minutesof.com/q/e4cb87fa-869e-4b13-8b85-bd4d3fb6cb18/ https://minutesof.com/q/e4cb87fa-869e-4b13-8b85-bd4d3fb6cb18/ “But even within a cluster of like 16 k GPUs, GPUs will be slower by up to 10%. Right? So there there's a lot of variation even in the manufacturing.” — Prime Intellect AI Tue, 25 Mar 2025 18:21:45 +0000 manufacturing Patel argues $52 billion Chips Act is insufficient to restore US to even 20% of global semiconductor productio https://minutesof.com/q/72bb5d51-a196-4a6e-b7f6-63cb3776b6d5/ https://minutesof.com/q/72bb5d51-a196-4a6e-b7f6-63cb3776b6d5/ “S. To even 20% of global production, let alone a higher number, which is what we'd like, going back to maybe the 80s levels, right?” — Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 manufacturing Patel says TSMC still uses DUV for seven nanometer despite having fifty EUV tools because DUV proved superior. https://minutesof.com/q/b609ca8d-71f1-4c47-b2ca-68b6d4ae9b0c/ https://minutesof.com/q/b609ca8d-71f1-4c47-b2ca-68b6d4ae9b0c/ “So TSMC, to this day, even though they've been use they have over 50 EUV tools and they make hundreds of thousands of wafers a month with EUV, still uses DUV for their seven nanometer.” — Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 manufacturing Patel estimates SMIC's seven nanometer yield at 60-70% based on tool orders and Huawei's phone shipment volume https://minutesof.com/q/c4576003-a819-4d73-be31-8de84338ddba/ https://minutesof.com/q/c4576003-a819-4d73-be31-8de84338ddba/ “And the third was looking at the volumes and such, right? So how many tools have they ordered?” — Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 manufacturing