Ask HN: Best books to understand semiconductor business? • Hacker News Board

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

#41

Post by treme » Wed, Oct 04, 2023, 6:15 AM UTC

pottertheotter wrote: post #30

treme wrote: 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.

probably not 100% accurate but 95%. if you read his comment section tons of industry folks praise him for his content / correct him if he's wrong

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

#42

Post by tranchms » Wed, Oct 04, 2023, 10:52 AM UTC

Email me and I’ll tell you everything you want to know. I’ll share my experiences, all the books, history, biographies, and industry nuances.

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

#43

Post by ezedv » Wed, Oct 04, 2023, 12:45 PM UTC

Understanding the semiconductor business can be quite complex, but there are some excellent books that can help. "The Innovators" by Walter Isaacson provides historical context on the tech industry, including semiconductors. "Semiconductor Manufacturing Technology" by Michael Quirk and Julian Serda is a comprehensive guide to the manufacturing side.

For a broader view of the industry, "Semiconductor Basics" by Christopher Saint and "Microchip: An Idea, Its Genesis, and the Revolution It Created" by Jeffrey Zygmont are good choices.

These books offer valuable insights into the semiconductor world from various angles. Happy reading!

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

#44

Post by jacomoRodriguez » Fri, Oct 06, 2023, 12:26 PM UTC

xiphias2 wrote: post #12

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

The articles are great, but sadly the subscription model is quite expensive if one is just privately interested in the topic.

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

#45

Post by surajs » Mon, Oct 09, 2023, 3:09 AM UTC

treme wrote: post #5

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

one of the finest!

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

#46

Post by surajs » Mon, Oct 09, 2023, 3:10 AM UTC

eigenvalue wrote: post #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

i used to read a lot of those as a financial journalist, afraid not exactly what i was hoping the top answer to be for an industry such as this

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

#47

Post by PoignardAzur » Tue, Oct 10, 2023, 2:17 PM UTC

pottertheotter wrote: post #30

treme wrote: 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.

When describing someone who does vulgarization videos about the semi-conductor industry, "he wasn't completely accurate" seems like praising with faint damnation!