A Substack by Andrew Lu offering analysis of semiconductor and technology company earnings, supply chain shifts and investment implications, drawing on sell-side research and consensus comparisons. The excerpts are mostly English summaries of quarterly results and packaging trends, with some Chinese-language sections.
Website: https://andrewhclu.substack.com
In-depth analysis of the semiconductor and AI infrastructure industries, covering chips, software stacks, datacenter buildout and equipment makers. Readers get original research, proprietary data and company-level conclusions on how hardware trends affect business.
In-depth analysis of the semiconductor and AI infrastructure industry, covering datacenter buildouts, Nvidia hardware roadmaps, and China's chip supply chain. Readers get proprietary-model-backed estimates and technical-to-business interpretation of compute competition.
Deep-dive analyses of photonics and semiconductor supply chains, covering quantum foundries, HBF memory and microLED optical links, and silicon photonics foundries. Readers get engineering-level views on fabrication, packaging and where value accrues, backed by documents, filings and event reports.
Technical research newsletter on AI infrastructure hardware, covering photonics, interconnects, memory, power and packaging. It explains device physics and industry developments, including conference coverage, with deeper analysis behind a paywall.
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