Why 99% Can't Use Semiconductor Data

It's all open source. It's all public, but it's messy and it's distributed all over the world. It's in different languages. It's coded. Oftentimes, most of the time, you don't even know what you're looking for and how to use it. So there's all this data out there. And what we do is we say that data is interesting information, but information is interesting. What we want to do is turn that interesting information into actionable intelligence. And the way we do that is we kind of learned how to gather all of this data. Put it together in a package that can help inform your idea generation, your tracking and monitoring, your investment thesis validation. So this Chips and Wafers Chipbook platform is a way for the investment community and for semiconductor companies themselves to have insight into big picture where the industry is going. And on a more granular level, how that impacts individual companies, trends, themes, inflections within the space.