Two very strong write-ups which are very useful to get up to speed on semis
https://www.generativevalue.com/p/an-overview-of-the-semiconductor
https://paripassu.substack.com/p/tsmc-deep-dive
Trying to get up to speed on the sector. Anyone have any other resources they have used?
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Helpful, bump is anyone has any other resources
It doesn’t get better than the SemiAnalysis and Fabricated Knowledge substacks (linked below)! They are both pricey ($500/yr, $40/month) but the free SemiAnalysis articles are great and I think the Fabricated Knowledge subscription is worth it. There is some great stuff on YouTube as well (both TSMC specific and broader semi.)
I like to read industry research reports/conference papers too.
Subscribe to one, join their combined discord and stay up to date, read all the old stuff they have thats interesting to you and look up stuff you don’t know.
I second this^^! I learned pretty much everything in the beginning by just Googling the 1000 words I didn’t understand while reading transcripts etc. Keep a section in your notes for definitions (I’m in a student-run fund so we actually turn that into a glossary and throw it into the appendix of our deck which is helpful as well)
How seriously do you guys take Dylan?
Would love to hear what other people think, but I would say pretty seriously? I don’t always trust his opinion on which given company or stock is going to “win” but really admire his technical knowledge.
Just another data point
Dylan is cracked
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