WhatTheChipHappened

Connecting the semiconductor world.

Institutional-quality analysis on semiconductors & AI — for investors who want to understand what's actually happening in the chip industry.

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What Members Are Saying

Spring MorningMember

"I've been following YouTube for a while, and got to your free newsletter lately. This enables me as a non-tech person to understand what's going on, and how should I invest. Well done Jose!"

KMSMember

"The world of semiconductors, chips, AI, robotics is certainly the future and overwhelming. I've read your free daily articles and found them very informative, helpful, and well worth changing to a paid subscriber."

Harold Lee DarterMember

"I'm subscribing because I like the extra effort you put into your work. I don't understand much of the electronics industry at least the technical side. You help me understand what's going on and make me a better investor."

AnonymousMember

"You are very knowledgeable in the AI realm and it gives me insight to the possibility of new investment ideas. Keep up the good work!"

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