https://www.semianalysis.com/ is the best blog by far...all the YouTubers (Asianometry as well) get the analysis from that blog.
Ask HN: Best books to understand semiconductor business?
21–30 of 47 posts
Re: Ask HN: Best books to understand semiconductor business?
#22Re: Ask HN: Best books to understand semiconductor business?
#23https://www.amazon.com/Andy-Grove-Life-Times-American/dp/159...
This appears to be out of print. I read it a long time ago when it was new. I enjoyed the book.
One of the things that I remember from it was how Intel really overestimated how quickly video calls would take off. They thought that video calls would be the "killer app" for desktop computers in the late 1990s / early 2000s.
Re: Ask HN: Best books to understand semiconductor business?
#24The Idea Factory: Bell Labs and the Great Age of American Innovation is a 2012 book by Jon Gertner that describes the history of Bell Labs, the research and development wing of AT&T, as well as many of its eccentric personalities, such as Claude Shannon and William Shockley. It is Gertner's first published book.
Re: Ask HN: Best books to understand semiconductor business?
#25'Crystal Fire: The Invention of the Transistor and the Birth of the Information Age', Riordan.
Re: Ask HN: Best books to understand semiconductor business?
#26I also read "A History of Silicon Valley" back in college (~2010) and really enjoyed it; looks like it's been updated continuously since then: https://www.scaruffi.com/svhistory/sv.html
Re: Ask HN: Best books to understand semiconductor business?
#27https://www.spiedigitallibrary.org/ebooks/PM/Optical-Lithogr...
Re: Ask HN: Best books to understand semiconductor business?
#28Chip War (2022) by Chris Miller
Re: Ask HN: Best books to understand semiconductor business?
#29https://x.com/clarksquarecap/status/1703495357940822207?s=46
Re: Ask HN: Best books to understand semiconductor business?
#30Asianometry https://youtube.com/playlist?list=PLKtxx9TnH76SXumAiJX3N7Y36...