Semiconductors - technology - Korea Techs
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 56 | Founded | a year ago | Last Issue | 5 months ago |
| Active | |||||
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semiconsam.comLatest Issues
Why did the memory chicken game keep repeating—and who ultimately survived?
I originally planned to write about Micron’s history.
But if the goal is to forecast the future from the past, it’s more accurate to dissect the memory industry’s chicken-game mechanics than to trace a single company’s timeline.
SemiconSa...
FII (Foxconn Industrial Internet) Expert Call
2026 Rubin / GB300 shipment outlook, and my view
Summary:
GB300/TPU/Meta/Intel/Qualcomm Minutes
Possibly the spiciest thing I’ve ever posted
Before we begin,
Google TPU Expert Call script
Here’s the hottest TPU news in town — and it’s all non-public information.
Welcome, readers.
Copper Foil: Mitsui’s near-monopoly is creating a supply shortage — and an unexpected beneficiary is emerging
This article is based on SK Securities’ report dated November 20.
Before I begin the main text, I will first explain what “copper foil” is.
Copper foil is a thin copper sheet made by rolling, and it can be broadly divided into two...
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Authors
The writers behind this newsletter.
I’ve spent the past three years engaging with semiconductor professionals, gaining insights far ahead of the average. This has led to research offers from hedge funds and citations in outlets like Forbes.
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