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The best Asian Tech Industry newsletters

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SemiconSam

Substack
semiconsam.com· irregular· Published 10 months ago

SemiconSam is a semiconductor newsletter by an author who analyses memory-chip industry dynamics, including past 'chicken game' price wars and their implications for future competition. Its sample also includes expert-call summaries on AI server supply chains such as Nvidia GB200/GB300 rack shipments and Foxconn's FII.

memory chicken gamedram marketsamsungsk hynixmicronnvidia gb300
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