ChinaTalk Transistor Radio: WFE and Doug's Claude Code Psychosis
12 snips
Jan 8, 2026 A lively discussion kicks off with insights on SemiAnalysis's plans for China-focused research and the challenges of building a team in Singapore. The hosts dive into the intricacies of Chinese AI IPOs, while Doug shares his love for Claude Code and how it automates his workflow. They touch on industry news regarding chip shortages and Oracle's moves, plus the playful intersection of AI researchers and gaming with Age of Empires. The humor flows as they joke about global hiring opportunities and underused turbines in Venezuela.
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Match China Research To Western Rigor
- Build a China research stack that mirrors your Western coverage down to suppliers and equipment details.
- Track WFE/SME shares by fab type and model adoption year to anticipate supply chain shifts.
AI As A Persistent Research Agent
- Claude Code(Opus) can act as a persistent agent that edits files, generates charts, and manages research workflows.
- Doug argues this turns AI into a general-purpose “cloud computer” that automates information work on your machine.
Persist AI Outputs In A Searchable Vault
- Use Obsidian (markdown) as a persistent store and pipe AI outputs into daily notes for searchable context.
- Ask the agent to reference specific prior deep research to produce new syntheses and maintain continuity.
