Best semiconductor Newsletters

by Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

by Chamath Palihapitiya

I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.

by Doug OLaughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

by Nathan Lambert

The cutting edge of AI, from inside the frontier AI labs, minus the hype. The border between high-level and technical thinking. Read by leading engineers, researchers, and investors.

by Irrational Analysis

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**

by SEMIVISION

SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.

by Vikram Sekar

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.

by Damnang

Welcome to my Substack. Here, I share in depth analysis of semiconductor technology, companies, and industry trends in a way that is still easy for non specialists to follow. I hope you gain many valuable insights along the way.

by PhotonCap

Seeing tech through a different wavelength. Photonics & semiconductor research

by Claus Aasholm

If your business or portfolio depends on semiconductors, this is the one weekly analysis, backed by 130+ deep dives into companies, sectors, and events, that tells you where supply and demand are heading before it hits the headlines.

by Jason's Chips

semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor

by Michael Spencer

This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.

by The Semiconductor Engineer

Weekly news, compact reports, strategic analysis and investments insights on semiconductor industry.

by Pushkar Ranade

A newsletter about the semiconductor landscape and its evolution in the next wave of computing

by Dr. Robert Castellano

With 40+ years analyzing semiconductors, I deliver data-driven insights linking chip industry fundamentals to stock performance—helping investors identify structural winners, assess risk, and understand how cycles, AI, and capex shape returns.

by Michael Spencer

Semiconductor Reports ™ is for deep dives into the semiconductor and AI chip industry specializing in Taiwan affairs. It is the higher tier of my Newsletter Semiconductor Things.

by Deepika Ahlawat

Semiconductor fundamentals you should know, industry news worth paying attention to, and career insights from over a decade inside EDA and VLSI. Written for engineers, by someone who has hired them.

by Semiconductor Ambassador.

Robert Quinn is a seasoned Semiconductor Industry Expert with 25 years of experience. As a Speaker, Educator, and Tech Evangelist, he leads Quinn's Media, driving strategic B2B marketing. Robert fosters innovation, education, and connection.

by InCore Semiconductors

InCore Semiconductors, a Chennai-based chip-enablement company, pioneers chip design automation to simplify RISC-V SoC creation. Their tools include RTL Core-hub Generators, Reference SoC designs, and the SoC Generator platform.

by India Semiconductor Digest

by Emilio Garcia Garcia

Recorrido semanal de las noticias del ecosistema de semiconductores y su geopolítica

by Semiconductor Insights

Research Analyst

by Semiconductor Ecosystem

by House of Semiconductors

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