SemiconSam
JukanlosreveSemiconductors - technology - Korea Techs
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 55 | Subscribers | Read | semiconsam.com |
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| #58 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
FII (Foxconn Industrial Internet) Expert Call
2026 Rubin / GB300 shipment outlook, and my view
GB300/TPU/Meta/Intel/Qualcomm Minutes
Possibly the spiciest thing I’ve ever posted
Google TPU Expert Call script
Here’s the hottest TPU news in town — and it’s all non-public information.
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.
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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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