Nomad Semi is a newsletter dedicated to the dynamic and ever-evolving world of semiconductors. With over a decade of experience in the investment industry, I’ve spent my career exploring the intersection of technology and markets globally.
Who Am I?
In 2014, I was a hedge fund analyst searching for high-quality companies with sustainable moats that could compound year after year. That’s when I came across TSMC. On the surface, it is capital-intensive and subjected to cyclical forces. But the more I looked, the more I realized something deeper was at play.
TSMC isn’t just another supplier as it is the invisible backbone of global innovation. Apple, Qualcomm, NVIDIA all relied on this quiet Taiwanese giant to turn their chip designs into physical reality. What really hooked me was the scale of trust placed in TSMC. As competitors struggled with yields and delays, TSMC executed node after node.
That investment in TSMC paid off, but more importantly, it pulled me into a world I hadn’t fully appreciated. I started to dig deeper into the global semiconductor supply chain and fell down the rabbit hole. Semiconductors are the invisible engine powering everything from smartphones and data centers to electric vehicles and AI. They shaped geopolitics and defined technological progress.
Why Subscribe?
At Nomad Semi, I aim to share insights, research, and perspectives that reflect a truly global view of the industry. By integrating learnings from both the East and the West, I hope to offer a more holistic understanding of the semiconductor landscape across supply chains and investment opportunities.
There will be greater focus on Asian and European semiconductor firms, which are often less covered despite their critical roles in the global supply chain. While not based in the U.S., they remain highly relevant to the global semiconductor companies - reflecting its deeply interconnected nature.
Whether you're an investor, operator, or simply a curious observer, I invite you to join me on this journey through the most exciting and strategically vital industry of our time.
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