Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
“On point analysis of the semi industry. ”
Jon Y, The Asianometry Newsletter
“Every LP in the world should be begging Doug to run a semiconductor fund.”
Dylan Patel, SemiAnalysis
“Thorough, fundamental research which is timely and well written on a misunderstood sector of the market.”
Anon, Brevarthan Research