Bridging Business and the World's Most Critical Tech Stack

Our work spans the entire value chain—from fabrication essentials to cutting-edge AI models, software, and the infrastructure that powers them.

What We Cover

• Semiconductor capital equipment & materials
• Fabrication and advanced packaging
• Foundries, process nodes, wafer yields, and cost structures
• Chip design & VLSI
• Networking & optics
• Server-level architecture and datacenters
• Software and EDA
• AI model frameworks; training & inference infrastructure, performance, and cost
• …and adjacent domains across the stack

Our product-first lens and hands-on industry experience let us dive deep into technical complexity. A tightly aligned team provides a unified view of one of the world's most intricate supply chains. Above all, we're passionate about semiconductors and AI—and about sharing the insights that matter to subscribers and clients.

What Makes Us Different

Product-first perspective

We prioritize technology and real product roadmaps over company narratives in isolation.

Flywheel approach

No single expert sees every step in this supply chain. We connect upstream and downstream perspectives so specialists gain context—and everyone benefits.

On-the-ground coverage

We regularly engage with every layer of the abstraction stack and participate in dozens of industry events to keep our views current and practical.