11 tagged cycle analysis, measured the same way as everything else here.
Browse within: chain-research 11china-stocks 11investing 11
ivanyinjc-blip/industry-chain-research
Skill Claude CodeCodex
A semiconductor supply-chain research step focused on manufacturing processes. It examines process routes, limits to local replacement, bottlenecks, and technology-generation gaps in areas such as chips, wafers, and optical modules.
ivanyinjc-blip/industry-chain-research
Skill Claude CodeCodex
A report-structure step for industry-chain research, written in Chinese. It turns the results from four earlier sections into a readable research report.
ivanyinjc-blip/industry-chain-research
Skill Claude CodeCodex
A stock-selection step for industry-chain research. It maps important parts of a supply chain to specific publicly listed companies in mainland China, Hong Kong, and the United States.