SemiPractice
Ray Wang"Practice" writing on semiconductor and AI for "FUN"
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 14 | Subscribers | Read | semidata.substack.com |
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Latest Issues
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China's AI Opportunity is (Still) Underappreciated
This morning, I was watching NVIDIA CEO Jensen Huang’s interview, which reminded me to revisit and research Alibaba (BABA) CEO Eddie Wu’s keynote from earlier this week. I realized that his comments deserve far more attention than they have...
Micron FY25 Q4: Testing the Limits
Easing HBM4 concerns and a supportive memory cycle should continue to benefit the company in the near term, and searching for top beneficiaries of the cycle
TSMC Q2 FY 2025 Earnings: Too Impressive To Be True
## Fundamental First
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Authors
The writers behind this newsletter.
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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