Redaktionelle Standards

What we publish

Wafer Report explains the semiconductor industry — TSMC, Nvidia, ASML, export controls and the fabs behind them — for investors and tech professionals. Every number is sourced, every correction is public. Each video takes a clear position, and says so.

Sourcing

Every video starts from at least two primary or reputable sources: company filings, official statistics, regulators, peer-reviewed work, or established newsrooms. We link every source we rely on.

Fact-checking

Before any voice is recorded, every factual claim in the script is matched to an exact sentence in one of those sources. Software confirms that the quoted sentence really exists in the source; calculations are re-computed. A claim that can't be matched is removed or rewritten as clearly labelled opinion. A video with an unverified claim cannot be published automatically.

Staying current

Published videos are re-checked against their sources every month. The "Last verified" date on each page shows when that last happened.

Corrections

If we get something wrong, or a figure changes, we say so: on the video's page, in the YouTube description, and in our public corrections log. We never silently edit.

Opinion vs fact

Analysis and predictions are framed as our view. Facts are attributed.

How videos are made

Research, scripting and fact-checking are assisted by AI and reviewed against the standards above. Narration uses an AI voice. Graphics are generated from the verified data.

Independence

Education, not investment advice. We do not hold positions in companies we cover unless stated. Sponsors, if any, are disclosed in the video and on this page, and never see a script before publication.

Contact

Spotted an error? Comment on the video on YouTube and write "correction" — every such comment is reviewed.