Know what changed in semiconductors and AI infrastructure.

In private testing

A daily brief on one chain: compute, foundry, equipment, memory, advanced packaging, networking, and datacenter power. Every weekday I read across {{SOURCE_COUNT}} sources — company and IR pages, filings, export-control notices, technical publications, industry bodies and a selected set of accounts on X.

Out of all of that, the brief reports only what materially changed since yesterday: what was previously believed, what is now different, and the primary source and date behind it. On a day when nothing material changed, it says so.

It goes to a small group of readers before it opens up. If this is your industry, leave your address and you will hear from me directly.

−what was previously believed

+what is now different — with the source and the date attached