Learning of the Week

We’re now on Part 8 of our Semiconductor Series, at the last step before wrapping it up. Today, we will discuss India’s efforts in the global semiconductor value chain. For decades, India has watched from the sidelines as Taiwan, South Korea, and the U.S. have turned silicon into a source of sovereignty. But now, a […]

We’re now in Part 7 of our Semiconductor Series, just one step away from wrapping it up. Today, we shift focus to the real market darlings, the companies that command the highest valuations in the semiconductor world. If you’re still guessing who these might be, we won’t keep you hanging. This edition is all about

This is the 6th part of our Semiconductor Series. Last Saturday, we talked about TSMC and how it took the leadership from Intel in terms of manufacturing excellence pertaining to semiconductors. Today, we are going to talk about another company which took the leadership from Intel when it comes to designing chips that perform at low power. But

This is the 5th part of our Semiconductor Series. Today, we will cover how TSMC dominated the entire semiconductor market and became the PLAYER that manufacture the majority of semiconductor chips globally. But first, a quick recap of our journey so far: Semiconductor Series Letter 1: History of the Semiconductor Industry Semiconductor Series Letter 2:

From PC Dominance to Smartphone Silence, & now, an all-in bet on reinvention Continuing with our Semiconductor Series, today’s story is about the rise, fall, and ongoing reinvention of a company that once defined the semiconductor era, a pioneer that lost its way but is now mounting an audacious comeback. You’ve probably guessed it already. Today,

Companies that work in the Background to bring Semiconductors to Life This the THIRD edition of our semiconductor newsletter series. In the FIRST edition, we journeyed through the fascinating history of semiconductors, from the invention of the first transistor to the rise of industry pioneers. The SECOND edition took us through the intricate value chain of semiconductor manufacturing, uncovering how a chip goes from

Key Steps Involved in Bringing Semiconductors to Life This is the second edition of our semiconductor newsletter series. Last week, we traced the fascinating origins of semiconductors, from the invention of the first transistor to the rise of pioneers like Shockley, Fairchild, and the Traitorous Eight who laid the foundation of the invisible engine that runs our electronic

The invisible engine powering every electronic item that we see around Today, we’re diving into a product that barely got any attention until the world ran out of it. When COVID hit, its sudden shortage didn’t just raise eyebrows but brought factories across industries to a screeching halt. You’ve probably guessed it by now: we’re talking

Why everyone from doctors to investors is excited about this treatment? In this edition of LEARNING OF THE WEEK, In today’s newsletter, we dive into the GLP-1 buzz, why doctors, patients, and even investors are all talking about this game-changing treatment. From Hollywood to Silicon Valley, from doctors’ clinics to dinner table chats, GLP-1 is the hot

In this edition of LEARNING OF THE WEEK, we will cover the investment philosophy of Mr. Jatin Khemani “In small & micro caps, entry during a bull market is easy & smooth, however, there is no exit in a bear market as volumes dry up or exit has to be at a huge impact cost. This is like