Citrini
· Citrini Research
· May 12, 2026 at 13:58
· ⏱ 4 min read
| Read on Substack ↗
Summary
The author introduces a memo focused on the semiconductor industry's supply chain. The planned discussion covers several key areas including power and analog semis, CPUs for AI agents, the emergence of 'Neoclouds', material bottlenecks, and opportunities within the Korean market.
•The memo will analyze the semiconductor supply chain's inheritance and evolution.
•Key topics include Power & Analog Semis and CPUs in the 'Agentic Era'.
•The author plans to discuss the concept of 'Neoclouds' and potential material bottlenecks.
•Investment themes related to the South Korean market ('Korea Unlocked') will also be explored.