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Ask HN: Best books to understand semiconductor business?

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Re: Ask HN: Best books to understand semiconductor business?

#21

https://www.semianalysis.com/ is the best blog by far...all the YouTubers (Asianometry as well) get the analysis from that blog.

2nd this. Great mix of journalism, criticism and deep technical insight while being accessible people not in the industry.

Re: Ask HN: Best books to understand semiconductor business?

#23
Andy Grove: The Life and Times of an American

https://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?

#24
The Idea Factory Book by Jon Gertner

The 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?

#26
For a stylized history of the early industry: The Tinkerings of Robert Noyce, by Tom Wolfe https://web.stanford.edu/class/e145/2007_fall/materials/noyc...

I 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?

#29
Investment banks produce pretty decent industry “primers” as part of their equity research business (basically it’s a service to bank clients). Someone on twitter recently shared a Dropbox folder filled with recent primers, and I see at least 2 in there about semiconductors:

https://x.com/clarksquarecap/status/1703495357940822207?s=46

Re: Ask HN: Best books to understand semiconductor business?

#30
post #5

Asianometry https://youtube.com/playlist?list=PLKtxx9TnH76SXumAiJX3N7Y36...

I'm cautious with Asianometry. I watched some about a year ago and he wasn't completely accurate. I don't remember which videos now, but letting people know they should consume more than just Asianometry to corroborate facts.
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