Jon Y

Manufacturing·Asianometry ↗

Writes Asianometry, covering topics in manufacturing.

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ChinaTalkKonichiValue Japan ↗Fabricated KnowledgeIrrational Analysis ↗SemiAnalysisPoratbo ↗Dwarkesh Podcast ↗Culpium, by Tim Culpan ↗The Chip Letter ↗

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Writers who vouch for Jon.

Dwarkesh PatelThe Chip Letter ↗Dwarkesh Podcast ↗Vik's Newsletter ↗Poratbo ↗KonichiValue Japan ↗Splitting Infinity ↗Value Investing Substack ↗Compounding Curiosity ↗Grisa s Substack ↗Alpha Talon Investment Research ↗

Recent Articles

The Big Data Center Water Problem
Asianometry · Manufacturing · 17mo ago
How Sony Mastered the Transistor
Asianometry · Manufacturing · 18mo ago
EUV With Fewer Mirrors?
Asianometry · Manufacturing · 18mo ago
The Creation of STMicroelectronics
Asianometry · Manufacturing · 20mo ago
The $600 Billion AI Chip Giant
Asianometry · Manufacturing · 20mo ago
What’s Next For ASML?
Asianometry · Manufacturing · 23mo ago
Why Brain-like Computers Are Hard
Asianometry · Manufacturing · 24mo ago
TSMC's CHIPS Act Money
Asianometry · Manufacturing · 25mo ago
Analog Chip Design is an Art. Can AI Help?
Asianometry · Manufacturing · 27mo ago
Toshiba’s Big Technology Export Scandal
Asianometry · Manufacturing · 28mo ago
EUV Lithography. But With a Free Electron Laser
Asianometry · Manufacturing · 29mo ago
TSMC's New R&D Fab in Taiwan
Asianometry · Manufacturing · 32mo ago
TSMC's New Fab in Germany
Asianometry · Manufacturing · 33mo ago
The 20 Year Fall of Japan's Sharp Corporation
Asianometry · Manufacturing · 34mo ago