Semiconductor Things™
Michael SpencerThis Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 245 | Subscribers | Read | semiconductorthings.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
TSMC Shines profit surges 39%, Enters "Generational company" territory as AI's backbone.
TSMC is now the ASML of Asia and then some for the world. 🌍
An AI Bubble, Nvidia Vendor Financing, And China's Semiconductor Decoupling
But who is picking the winners? Taiwan playing defense.
Nvidia Earnings, TSMC's global expansion, Taiwan's semiconductor Supremacy lifts all boats ⛵
Taiwan's role in the picks and shovels of AI cannot be overestimated. 🇹🇼
BigAI Emergence, Samsung Earnings & Tesla deal, Nvidia $5 Trillion soon, Microsoft $4 Trillion
After, or rightfully still in the middle of a Summer hiatus this will be a condensed “catch up” post for what we may have missed in the Semiconductor news cycle of the past few weeks.
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Authors
The writers behind this newsletter.
\ud83c\uddf9\ud83c\uddfc /\ud83c\udde8\ud83c\udde6 Analyst, curator, researcher and emerging tech observer. I'm obsessed with with future topics such as A.I, robotics, quantum computing, startups, investing, venture capital, business and technology trends. Self-made, no PhD. Strong opinions.
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