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Migrated from YouTube
Posted 55d ago

Takeshi Arai

@arai_chips

Semiconductor supply chain. Foundries, equipment, export controls.

#SEMICONDUCTOR SUPPLY#POLICY & REGULATOR SIGNALS
Renewal · 90d
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post-first-cycle
Cadence · 90d
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posts · 2,410 subs
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About

About Takeshi

Former TSMC procurement, now writing the most-read independent newsletter on semiconductor supply. Migrated 8.4k YouTube subscribers to Accessura in November.
Strategy

Semiconductor equipment cycle tracking and export-control scenario analysis.

Tiers

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Free

Free
  • Weekly market wrap
  • Headlines feed
Recommended

Standard

$24/month
or $240/yearsave $48
  • Twice-weekly deep dives
  • Equipment shipment tracker
  • Discord room

Premium

$95/month
or $950/yearsave $190
  • Everything in Standard
  • Real-time export-control alerts
  • Quarterly model walkthrough
  • Direct DM line
Focus · rolling 90 days

Top topics by volume

Will US tighten Taiwan semiconductor export controls in Q3 2026?Will the Fed cut rates in June 2026?Will OPEC cut production in May 2026?
Recent posts

From the notebook.

38 posts total · showing 4 most recent · earlier posts in creator archive
Two supply axes

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