Andrew Lu on global semis and techs
Andrew Lu on global Semi/TechsSee through the semiconductor and technology trends and invest companies with their core competitiveness.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 70 | Subscribers | Read | andrewhclu.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
3 of our views on Nebius and Nvidia to scale AI cloud
我們對於 Nvidia 投資Nebius 20億美元但想要達到超過5GW AI雲端算力的3個看法
Jan/Feb sales winners and losers for Taiwan semis and techs
台灣半導體暨科技行業1-2月份的贏家及輸家
Meta and AMD sign 6 GW GPUs deal with a warrant up to 160mn AMD shares
複製與OpenAI的6GW算力加1.6億AMD股票的認股權證合作模式，AMD 跟 Meta 加碼合作
陸行之扯投資 #2
帳上有未實現獲利，不賣股票算賺錢嗎？
Authors
The writers behind this newsletter.
No 1 ranked Asia semiconductor analyst in Asia Money and Institutional Investor II for six years during 2005-2009 at Citi and 2014 at Barclays. 30 years semi and tech analyst to see trends through the global supply chain.
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