What this record is not.
Every reference site has a list of things it refuses to do. Most keep it private. This is ours, and where we send people instead.
We record what was published, when, by whom, and every time it changed. We do not tell you what it means. For that, these people are better than us, and here they are.
Nobody on this page was asked, nobody paid to be here, and there are no affiliate links anywhere on this site. Where a source is paid, it says so, because sending somebody to a subscription without mentioning it is a recommendation wearing a favour's clothes. The groups are questions, not rankings; inside a group the order is alphabetical, which asserts nothing.
By the question you arrived with
If your question is in this list, the answer is somewhere else, and that is the intended outcome.
How the technology actually works
Explainers on lithography, packaging physics, accelerator architecture. Others have done this for years and do it better. This record only ever states what was published, which is not the same as explaining it.
What a chip costs to build, and what is inside it
Teardowns and per-chip cost models. Reverse engineering is a laboratory business with a capital base behind it, and no amount of public-source collection substitutes for opening the package.
What a policy or an export rule means
Recording that a rule was published is this record's job. Reading its consequences is opinion by nature, and it sits next to a boundary this project keeps deliberately.
- Chip Capitols
- CSIS
- Federal Register primary source
What a change means for a company or a market
The record shows that a publisher restated a figure, when, and what it replaced. It never says what that implies. These do, and they say so.
- Chipstrat
- Fabricated Knowledge paid tier
- SemiAnalysis paid
A price, a market cap, a target
Never here, and the reason is not squeamishness: redistribution licences and the securities rules this record's whole compliance position rests on. Any broker or market data site does it properly.
- Your own broker or market data provider
A summary of the news, written for you
An AI summary of a press release is an unsourced restatement of a sourced fact, which inverts the one thing this record is for. Several products do it well and cheaply, and their engineering is ahead of anything a one-person project would build.
- Any summarising reader you already use
A place to discuss it
Moderation is a permanent staffing cost for a one-person business, and the first stock tip in a comment thread breaks the compliance position this record depends on.
What this record does instead
- It states what a named publisher published, on the date they published it, with a link to the page it came from.
- It keeps every earlier version, so a figure that moved can be read against what it replaced, both linked.
- It names what it is missing, in public, rather than filling the hole with an estimate. Where this record is least certain →
- It states no view on any company or security in the record: no rating, no target, no opinion on any outlook. Naming the people who explain this industry is a different act from assessing a company this record tracks, and this page is the one place the two could be confused.