PERSON DIRECTORY
Simi Sherman
Simi Sherman appears in 1 indexed conversation across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos
Chaim EisenbergSimi ShermanJordan Nanos
ChipBook’s Taiwanese conventional DRAM inventory signal preceded 11 or 12 consecutive monthly declines, shifting the team from cycle discovery toward exit timing.Provincial WFE imports also challenged repeated 20-25% China guidance, while Photronics (PLAB)’s photomask mosaic linked design confidentiality to a stock that “doubled.”Tracking granular shipments, inventories, and supply-chain shifts can surface questions before company prints, but helium sourcing, smartphone relocation, and TSMC’s geopolitical exposure remain unresolved.