Weekly semiconductor and deep tech analysis. Semis are as uncertain as ever, and *now* is the best time to pay attention.
Chipstrat + MSEE + MBA + Product Manager
Weekly engineering insights into the magic of communication technology.
Analysing the business of semiconductors, the supply chain and the ecosystem. Are the up and downstream ripples in the semiconductor supply chain important for your business? Hire us to avoid surprises. Your future might be somebody else's past.
In-depth analysis of quality and disruptive tech stocks. Examples of successful multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. I'll be researching similar names here, as well as the key topics in the tech sector.
The latest in semiconductors: silicon, AI, processors, market trends.