AI infrastructure research for serious investors — semiconductors, optical interconnects, software, and systems-level thinking on the plays that matter before Wall Street catches on.
AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
Engineering-Driven Investment Analysis
**Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
The mission of MIJ is to become your field guide to Business and Investing in Japan.
My goal is to make businesses in Japan more accessible to everyone by breaking down cultural barriers and provide differentiated ideas and insights.
News, views, and commentary from a free market point of view. I moved from Blogger to Substack in December 2023. For previous posts back to 2011 see my Blogger page at https://johnhcochrane.blogspot.com
SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.
Tech and AI infrastructure (mainly semiconductors, data center interconnect, test & measurement, optics, and photonics), art, music, capital markets, and endurance sports. Not financial advice. Not investment advice. Not any advice. DYOR.
This Substack "Elementary, Dear Watson" will render technical concepts underlying commercial products digestible and understandable for the technology C-suite and financial investors.
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time
