The Pick is an English-language newsletter of short analytical pieces on industry bottlenecks and strategy, especially the semiconductor supply chain. Each issue spotlights one company or chokepoint and explains why it matters to the wider market.
Website: https://the-pick.ghost.io/
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.
Chips and Cheese publishes long, technically detailed analyses of CPU, server and laptop chip architecture, including interconnects, cache hierarchies and core microarchitecture. Readers get deep, measurement-backed explanations of how specific processors from Nvidia, Qualcomm and others are designed and how they compare.
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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
