Nomad Semi
Moore MorrisDive into the global semiconductor investment landscape
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Founded | 2 years ago | Last Issue | 8 months ago |
| Active | |||||
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nomadsemi.comLatest Issues
Deep Dive on Memory (Primer)
Memory chips sit at the heart of every digital device. They make it possible for computers, smartphones and servers to store and process information. This article will take you through two of the most important types: DRAM and NAND flash....
Taiwan's High Yield ETF
Introduction
Taiwan’s exchange-traded fund (ETF) market has exploded as total ETF assets jumped 55% YoY to USD 196 billion in 2024 and now account for about 2/3 of all onshore fund assets. According to Financial Times, ETFs only accoun...
Deep Dive on HBM
This deep dive on HBM is written jointly with Ray Wang
Ray Wang is a Washington-based analyst formerly based in Taipei and Seoul. He focuses on U.S.-China economic and technological statecraft, Chinese foreign policy, and the semiconducto...
Inside Xiaomi’s Silicon Empire
Introduction
Lei Jun, the founder CEO of Xiaomi, revealed on 16th May that Xiaomi is going to release its in-house SoC XRING O1. While some may be surprised by Xiaomi’s in-house silicon effort, this is in fact not their 1st SoC as Lei...
MediaTek Deep Dive
Introduction
MediaTek, headquartered in Hsinchu, Taiwan, is a leading fabless semiconductor company specializing in the design of smartphone system-on-chip (SoC). MediaTek has grown to become the world's fifth largest fabless semicond...
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Authors
The writers behind this newsletter.
Former portfolio manager with >10 years of experience investing in semiconductor stocks. I seek to provide a global perspective for a comprehensive understanding of this dynamic industry.
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