Andrew Lu on global semis and techs

See through the semiconductor and technology trends and invest companies with their core competitiveness.

Platform	Substack	Pricing	Only paid issues	Publishes	Daily
Issues	94	Subscribers		Read	andrewhclu.substack.com

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#242	Substack /Technology(Free)
#51	Substack /Technology(Paid)

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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