The Asianometry Newsletter | Jon Y

Recommended by Jon Y

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)

SemiAnalysis

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

By Babbage

Byte sized stories about the history of computing.

ChinaTalk

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