Choose Your Edge
AI & semiconductor supply chain intelligence for investors who demand clarity. From weekly summaries to daily deep dives.
Free
Weekly intelligence brief with the week's top signals, movers, and catalysts.
- The Blade Weekly — one curated brief per week
- Top market signals and supply chain moves
- Taiwan and global stock movers
- What to Watch catalyst calendar
- Web access to all published briefs
Paid
Full daily intelligence delivered every market day. The edge serious investors need.
- The Blade Daily — every market day in your inbox
- Everything in Free, plus:
- Deep-dive analysis on key developments
- Real-time supply chain and earnings coverage
- Full archive access to all past briefs
- Priority email support
Institutional Investor
Direct access to our research team. Built for funds, family offices, and professional investors.
- Everything in Paid, plus:
- Direct analyst access via email and chat
- Custom research requests (2/month)
- Quarterly strategy call with our team
- Early access to new research products
- Multi-seat licensing available
What The Blade Covers
Every brief distills hundreds of sources into the signals that matter for semiconductor and AI supply chain investors.
- Semiconductor equipment & foundry capacity
- HBM, advanced packaging & AI infrastructure
- Taiwan supply chain ground truth
- Export controls & geopolitical risk
- Earnings signals & guidance shifts
- Stock movers with supply chain context
Also Available On
Institutional investors can access our research through leading platforms:
Asia-Pacific's leading independent research network
Global financial data and research terminal
Start With The Free Weekly
See why investors across the world rely on The Blade for semiconductor supply chain clarity.
Sign Up Free →