Substacks recommended by Jon Y | The Asianometry Newsletter

Recommended by Jon Y

Exploration of new ideas in technology and science of the small. "Plenty of room at the bottom" - Feynmann, Caltech, 1959

I speak to Tanj and his knowledge of semiconductors is limitless. Definitely follow this one.

- Jon Y

The Chip Letter

By Babbage

Byte sized stories about the history of computing.

Every time I see a Chip Letter, my heart skips a beat because I know it's gonna be good.

- Jon Y

KonichiValue

By Rei Saito

Your insider on investing in Japan

I love his YouTube channel too. Thoughtful articles

- Jon Y

SemiAnalysis

By Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

Content I wish I could have written.

- Jon Y

Value Investing Substack

By Aaron Pek

Featured on NIKKEI | US Equity Research for Sophisticated Value Investors | 10 Years of Professional Investment Experience | Warren Buffett's Fan

Fabricated Knowledge

By Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

If Doug says it, I pay attention.

- Jon Y

ChinaTalk

By Jordan Schneider

Deep coverage of technology, China, and US policy with a focus on semis and AI We feature original analysis and reporting as well as interviews with leading thinkers and policymakers

People ask me to do this or that topic on China and I just tell them to go to ChinaTalk.

- Jon Y