Nomad Semi
Moore Morris, Ray WangDive into the global semiconductor investment landscape
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Subscribers | Read | nomadsemi.com |
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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.
I am a semiconductor analyst covering the core of silicon—logic and memory—alongside the ecosystem that makes it possible (EDA, semicaps, packaging). I also track the Asia hardware supply chain in detail, particularly Taiwan, South Korea, and China.
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