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, markets, and innovation globally.

I am deeply passionate about semiconductors as a driving force behind modern life. They are the invisible engine powering everything from smartphones and data centers to electric vehicles and AI. They shape how we live, work, and connect with the world around us.

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.

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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