About AYZ
What I Do
Basically a tech geek, I have 10~20 years of semiconductor investing experience.
I am passionate about digging deep into the latest technology trends, and finding out how the technology changes impact individual companies along the supply chain.
My research interest ranges from the most upstream (eg. semiconductor equipment and materials), to the most downstream (eg. AI server clusters) of the entire semiconductor and technology hardware supply chain.
Popular Articles
Here are some popular articles:
ASML (ASML US) -- The Return of the EUV King?