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description=Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time. Click to read The Asianometry Newsletter, by Jon Y, a Substack publication with tens of thousands of subscribers.;
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the asianometry newsletter substack the asianometry newsletter subscribe sign in home archive about an interview with stratechery a new start i got interviewed by ben thompson of stratechery i also want to talk a change jan 21 2025 jon y 54 7 latest top discussions looking back at 2024 can you imagine it dec 31 2024 jon y 54 2 nvidia s unique history and culture an interview with tae kim author of the nvidia way dec 6 2024 jon y 126 12 the big data center water problem a datacenter with 15 megawatts of it capacity is estimated to use about 80 130 million gallons of water each year nov 20 2024 jon y 56 3 how sony mastered the transistor last month s aisalon was quite fun nov 7 2024 jon y 30 3 euv with fewer mirrors has it really been so long since i last did a newsletter oct 28 2024 jon y 42 2 the creation of stmicroelectronics two semiconductor companies aug 31 2024 jon y 39 1 the 600 billion ai chip giant note all i would like to point out is that broadcom s market cap is 771 billon now aug 20 2024 jon y 90 5 see all the asianometry newsletter newsletter for the asianometry channel studies on asia financials semiconductors history demography development and other stuff a letter every week thursday 1 am taipei time subscribe recommendations view all 9 konichivalue japan rei saito fabricated knowledge doug olaughlin semianalysis dylan patel irrational analysis irrational analysis chinatalk jordan schneider the asianometry newsletter subscribe about archive recommendations sitemap 2026 jon y privacy terms collection notice start your substack get the app substack is the home for great culture this site requires javascript to run correctly please turn on javascript or unblock scripts