About Silicon Matter

Disclaimer: The Silicon Matter newsletter is NOT investment advice.

The aim of this newsletter is to provide subscribers with basic and simplified insights about the semiconductor industry and its participants. The newsletter will also include general insights about stocks, investment related topics and various tech buzz.

Articles will be published semi-frequently, so make sure to subscribe if you want to access an article as soon as it gets published.

Who am I?

I'm Johan, a former sell-side equity research analyst with a keen interest in the semiconductor industry, investments and general technology.

I started investing in the semiconductor industry back in 2016/2017, with Micron Technology, ASML and Nvidia being the the first semiconductor holdings in my portfolio.

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