SemiAnalysis | Dylan Patel

Recommended by Dylan Patel

Personal stories and lessons from inside the rise and fall of the PC revolution

Great takes on software

- Dylan Patel

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

Deep and through looks into some of the most important companies in the world

- Dylan Patel

Liberty’s Highlights

The Serendipity Engine: Investing & business, science & technology, and the arts.

Huge breadth of technology, yet he somehow finds stuff in semiconductors that we missed, despite that being only one of topics he covers.

- Dylan Patel

Fabricated Knowledge

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Every LP in the world should be begging Doug to run a semiconductor fund.

- Dylan Patel

ChinaTalk

Weekly analysis of US-China policy and translations of Chinese-language sources on tech, politics and the broader economy

Fair, well researched, and balanced insights on China

- Dylan Patel

Locuza

A place focused around semiconductor information and die shot analysis

Hardcore die shot analysis

- Dylan Patel

Angstronomics

Engineering and Economic insights on the Semiconductor Industry as we head toward the Angstrom Era, from Products to Processes and Profits.

Great semiconductor technology research and analysis

- Dylan Patel