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 | 83 | Subscribers | Read | andrewhclu.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Intel to join Tesla/SpaceX TeraFab project; TeraFab finds its first puzzle
預期英特爾將授權TeraFab未來建廠的邏輯半導體製程技術，而TeraFab找到第一塊擴產拼圖
Is HBM4/4e/5 base die foundry demand significant enough for TSMC?
HBM4/4e/5高頻寬記憶體 base die 的晶圓代工需求能大幅驅動台積電2027-2030年的營收增長嗎？
Correction on Tesla largely caused by 35-40% miss on 1Q26 energy storage deployment
別以為特斯拉股價暴跌是因為電動車出貨低於市場預期，其實強趨勢的能源存儲業務需求的大幅下滑應該才是主因
Chip plant buyout might signal a profitability/cash flow turnaround for Intel
看起來最近CPU缺貨/漲價把Intel從求生模式轉變成買廠增長模式
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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