The Asianometry Newsletter
Recommended by Jon Y
By Doug O'Laughlin
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
Value Investing Substack
By Aaron Pek
Value At an Unreasonably Low Price (VAULP)
By Dylan Patel
Bridging the gap between the world's most important industry, semiconductors, and business.
Content I wish I could have written.
- Jon Y
The Chip Letter
Byte sized stories about the history of computing.
By Jordan Schneider
Deep coverage of China, technology, and US-China tech relations featuring original analysis, interviews with leading thinkers and annotated translations of Chinese-language sources
© 2023 Jon Y
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