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https://semianalysis.com/simi-sherman-2/(semianalysis.com)Simi Sherman co-manages the SemiAnalysis Chipbook, where he curates global semiconductor data. He creates actionable reports for semiconductor investors and executives to enable more timely and informed decisions. Before this role, Sherman was the semiconductor sector head for a hedge fund, focusing on global equities. This experience provided him with a broad understanding of the entire semiconductor supply chain and market dynamics.
0 points•by hdt•2 days ago