
This 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 | 247 | Founded | 5 years ago | Last Issue | 4 months ago |
| Active | |||||

The key Semiconductor news still revolves around what TSMC does. Honorable mention to Chinese Semiconductor and AI chip firms going public. Intel's comeback? 🤯
It’s been a while since we reported on the Semiconductor News and trends. Welc...
AMD Earnings, Nvidia Earnings, TSMC news. Supply chain constraints just to meet datacenter expansionism. Picks and shovels in the back of the AI boom.
Good Morning,
TSMC is now the ASML of Asia and then some for the world. 🌍
Good Morning,
But who is picking the winners? Taiwan playing defense.
I went into some details about Nvidia’s Earnings here. As well as some of my AI bubble concerns with regards to the vendor financing of Nvidia with regards to the likes of OpenAI and...
Taiwan's role in the picks and shovels of AI cannot be overestimated. 🇹🇼
I hope you had a good summer, this Newsletter is back to its regular cadence of about 2-3 times a month.
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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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