[eigenvalue]

Investment banks produce pretty decent industry “primers” as part of their equity research business (basically it’s a service to bank clients). Someone on twitter recently shared a Dropbox folder filled with recent primers, and I see at least 2 in there about semiconductors:

https://x.com/clarksquarecap/status/1703495357940822207?s=46

[natebleker]

anyone have leads on newer versions? many of these are over 10 years old

[eigenvalue]

Try doing a google search like this:

"semiconductor" "primer" "Important Disclosures" filetype:pdf

[eigenvalue]

Most of the stuff you'll find on the web is pretty old. In most industries it's not really a big issue-- waste management and industrial pump manufacturers don't change that quickly. But obviously in semis it matters more.

If you know anyone who works at a hedge fund or investment bank, you can ask them to grab some primers for you. All the big banks produce them for the major industries they cover. But they usually watermark every page of the report with the name of the client to discourage people from sharing more widely.

[surajs]

i used to read a lot of those as a financial journalist, afraid not exactly what i was hoping the top answer to be for an industry such as this