Stimulating, Original, Dynamic, and Accessible Tech News and Insights covering Semiconductors, Optical, Digital, and AI Industries! © 2025 Judy Lin 林昭儀, All Rights Reserved

I'm Nicolas Baratte, Tech equity analyst for 25 years, focusing on Tech, Semi, Hyperscale, Asia. Company & Industry analysis. I’ve worked on the sell-side (JPM, CLSA) and buy-side (Tiger, Prudential). Now on Substack!

News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.

Datagraphy creates data driven stories, turning numbers into meaningful insights for you.

My personal Substack

SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.

If your business or portfolio depends on semiconductors, you must know the supply chain dynamics: "Your future might be somebody's past!" Get one deep analysis a week of a key company or sector of the semiconductor supply chain.