2 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
In-depth analyses of AI and semiconductor supply chains, covering topics such as co-packaged optics testing, Chinese LLM economics and laser vendor competition. Each issue maps the vendors, prices, production stages and bottlenecks, and names the listed companies involved.
An engineering-driven investment newsletter covering semiconductors and optical interconnect, with recaps of conferences like OCP and investor days alongside contrarian stock commentary. Readers get informal, opinionated takes on technologies such as co-packaged optics and 3D XPoint, though the excerpts lean heavily on rough, shorthand notes.
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