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Recommended by Jon Y
Fabricated Knowledge
By Doug O'Laughlin
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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
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Value At an Unreasonably Low Price (VAULP)
SemiAnalysis
By Dylan Patel
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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
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Byte sized stories about the history of computing.
ChinaTalk
By Jordan Schneider
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Deep coverage of China, technology, and US-China tech relations featuring original analysis, interviews with leading thinkers and annotated translations of Chinese-language sources
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