Xiaojin Tech Daily — China Semiconductor Research

Deep-dive China semiconductor research, delivered weekly. This membership gives you the data layer underneath the market narrative — the spreadsheets, supply chain calls, and tracked judgments that we don't publish publicly. Every week you get: • Supply chain tracker: shipment data, price trends, capacity utilization across 20+ Chinese equipment and materials suppliers • Policy radar: Beijing subsidy programs, export control updates, localization mandates — decoded with impact analysis • Company deep-dive: one Chinese semiconductor firm per week, with financials, order book analysis, and competitive positioning Every month you get: • Fund flow map: where institutional money is rotating inside China's semiconductor sector • Judgment tracker: every prediction we've made, scored and verified, with 1-7 day lookback — so you can see our track record Who this is for: Investors, analysts, and industry professionals who need ground-level China semiconductor data that Western sell-side research doesn't cover. What stays free: Market color, narrative pieces, and public data commentary remain freely available at xiaojintechdaily.substack.com. The membership is for the proprietary data and tracked judgments. Questions? Email zhaoxxnj@gmail.com

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