Chips’s Substack
Chips & WafersChips & Wafers Official Substack
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 2 years ago | Last Issue | 9 months ago |
| Active | |||||
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chipsandwafers.substack.comLatest Issues
Chips & Wafers is Joining SemiAnalysis
Dear Subscribers,
We are excited to share that the Chips & Wafers team will be joining SemiAnalysis.
When we launched Chips & Wafers, we had a clear goal in mind – how can we leverage timely and targeted semiconductor data to help inv...
All Things Test, META/MSFT Earnings, TSLA<>Samsung Deal & 1K Milestone
All Things Test
So much has happened in test this week. Let’s get into it.
Firstly – let’s talk about the importance of test.
The story around test is simple yet important – as AI silicon becomes more expensive and AI accelerator pack...
Semiconductor Test: A Compelling Investment Theme
The rise of artificial intelligence is reshaping the semiconductor industry from top to bottom - but one of the less obvious beneficiaries is actually the semiconductor test ecosystem. As AI workloads demand more powerful and specialized si...
Chips & Wafers Data Predictions, Packaging Perspectives, Google Q2 & AEHR Reemergence
Chips & Wafers Weekly Update
Very busy week in semi’s. Let’s get going.
Packaging Perspectives: ASMPT, BESI & KLIC
Same Market, Different Momentums
This week we saw Q2 results from the two largest Advanced Packaging companies: BESI and ASMPT.
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The writers behind this newsletter.
Reliable source for actionable semiconductor trackers. Let the data guide your decision making.
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