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The Semiconductor DigestToday
TSMC lifts 2026 capex as Arizona yields beat plan
A record $52B budget, citing stronger N4 yields and sustained AI-accelerator demand[1]
The night shift
While you sleep, it reads everything.
No editorial backlog, no aggregation lag. The agent goes to filings, papers, repos and the wire, reads them end to end, and cites every line.
- 1Goes to the sourceThe primary record, not a roundup of a roundup.
- 2Can't invent a citationOnly pages it actually fetched and read can be cited.
- 3Ready by morningA concise, cited issue by your name for dawn.
Working · tonight
02:14Gathering primary sources for 6 topics
03:48Reading filings, papers, the wire
05:12Citing every line
05:30Delivered to 6 inboxes
Hundreds of digests. One that's yours.
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Your daily brief, with the receipts.
Pick a topic and read your first cited issue tomorrow morning.