The Semiconductor Supply Chain in Infographics
How to learn about the Semiconductor Industry and its AI aspect via Infographics and expert Newsletters.
TSMC is expanding globally and driving new levels of efficiency. Image from the LinkedIn post here by .
Hey Everyone,
As I cover emerging tech with a focus on startups and venture capital trends (e.g. my Quantum Computing Newsletter), Iβve been digging into some of the writers and curators who talk about the Semiconductor News and complex dynamics around the semiconductor supply chain cycle, the history of these companies and so on.
Welcome to the visual tour in Infographics! ππ
(ββπFor a limited time get a Yearly sub for under $5 a monthβ¨β β).
If you know someone who you think might enjoy this issue, feel free to share. It uplifts the emerging writers that provide such valuable guest contributions.
Full disclosure Iβm still very much a beginner in these things, but we can all learn more easily about the Semiconductor industry with Newsletters, videos and and following earnings more closely of the related companies.
Currently there is no Semiconductor category or in-app reading tag on Substack so far as Iβm aware. So this is also about discovery of the wider ecosystem of Newsletters buried in the Technology category that is itself emerging in 2024.
Here are names on Substack that are top of mind that I recommend you to follow and read:
Semiconductor Newsletters are going Mainstream
Perhaps you have seen the videos of
of Asianometry? Somewhat legendary.The lucid inside takes of
where SemiAnalysis has risen to the top in Tech Newsletters?- .
- βs Bits and Bytes.
A former Bloomberg Journalist
recently started Tim Culpan Position.The always insightful More than Moore with
Semi Newsletters to follow: Another list following this one is included later in the article, so read on.
In the era of Nvidia and AI Chips, semiconductor insights on Substack are becoming more dynamic making these Newsletters really stand out at a time of geopolitical upheaval and semiconductor industry growth. Major Semi ETFs are up nearly 50% so far in 2024. Itβs a crazy time.
The Generative AI bubble is bringing more light to how dominant names like TSMC and SK Hynix truly are, how important ASML is, and how much in dire straits Intel is in these peculiar times. Iβm convinced that the demand for AI chips and the geopolitics of the mid 2020s makes the Semiconductor industry way more pivotal to watch and track. If you are a nerd about such things like me, you might enjoy this article.
π―οΈπ Recent AI Supremacy Articles you may have missed: π
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The Google for Work.
Top Visuals about the Global Semiconductor Supply Chain π
Read his Semiconductor Business Intelligence. His fairly agnostic reviews are technical, but I like that. Heβs able to tease nuggets of insight about the industry and display the data visually.
I asked Claus for a visual summary of his insights of the last six months, a sample of his work. This was a few weeks ago.
- (based in Denmark) has so many nuggets of information, insight and profound industry expertise in the blurbs that accompany his infographics, I am really fascinated by them and thought others might be as well.
Back to the ancient Times
By
, October, 2024.Less than 6 months ago
When you wake up every morning trying to follow the most complex and dynamic supply chain ever, there is always fresh news. New pieces to the puzzle of the semiconductor supply chain can reveal the near and long-term future of many companies that depend on semiconductors, from suppliers to customers, investors to employees.Β
In this industry, news from two hours ago is history, and news from two days ago is ancient history. New information is constantly available. I donβt even think about it anymore.
This is why I had to stop and reflect when Michael Spencer asked me to do a piece for him reviewing the essential themes and infographics I had done for the last six months. The semiconductor supply chain works like a time machine that can give a hint about the future, so I am looking forward, not backwards.Β
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