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Got some new announcements including new launche + company updates below We hit 17 folks globally /w 2 office locations, most of our revenue comes from industry models and consulting With that comes our new site, leaving Substack, and new site features 1/5 https://t.co/vHUX72BzSW The first free feature we are launching is the die yield calculator. This includes many features such as different wafer/panel sizes, various yield models, and much much more. This can be used to understand costs of chips and the manufacturing cost. https://t.co/3gWZpdbPNT 2/5 https://t.co/S0xnbSf9si Given most our business is data and consulting, we are launching a lot more data dashboards which we couldnt with Substack including Fab Map, which will show every fab on the planet + many details including capacity / node / fabbed products This is why we are leaving Substack 3/5 I still love Substack, would still recommend almost everyone thinking about a blog use Substack. The network effects and ease of use are incredible Unfortunately, it isn't tailored to our growing needs Having all our users re-login and supporting them is going to be a hassle 4/5 Initially SemiAnalysis was on Wordpress, then moved to Substack, and now back to Wordpress with Passport from @benthompson managing entitlements & emails. Please contact us if you need help logging in or have feedback on the site. We can change anything given its our own backend.
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Library as of 2026-10-22