Semiconductor newsletters follow the chip industry: manufacturing, design, supply chains, export controls and the companies at the centre of the AI buildout. They are written by analysts and engineers and are unusually technical for a general audience.
AI infrastructure, data centers and China are the neighbouring pages.
39 newsletters below, ranked by editorial quality and how recently they published.
In-depth analyses of technology companies and sub-industries, focused on AI, semiconductors, cloud, software and ad tech. Issues combine expert interviews, alternative data and earnings previews to argue where value is shifting in the AI stack.
Big Technology is an independent newsletter by journalist Alex Kantrowitz covering big tech and its effects on society, largely through interviews with tech executives and analysts. Recent issues cover Google's frontier AI push, robotics progress at Rivian's Mind Robotics, and the scale of the AI infrastructure buildout.
SemiAnalysis is a paid research newsletter covering semiconductors and their business implications, including datacenter buildout, chip manufacturing equipment, and AI policy. Each issue offers deep-dive analysis with forecasts, supply-chain detail, and data models for investors and industry professionals.
Long-form equity research memos on small and mid-cap space, semiconductor, hardware and defense technology stocks, built from primary filings, federal award records and orbital data. Each piece includes valuation context, bull and bear cases, and dated tripwires to watch.
Reported analysis of Taiwan's semiconductor supply chain, covering TSMC, Nvidia suppliers, packaging and test-equipment makers. Combines earnings-call takeaways, industry-source commentary and exclusive interviews with executives.
Former CHIPS Program Office leaders write about how to design and run government programs, drawing on their experience building CHIPS and Tech Hubs. Issues cover statutory authorities, the case for discretionary grants over tax credits, and data governance for new programs.
Sinocities offers place-based analysis of China's technology, cities and geopolitics, including essays on industrial policy, semiconductor hubs and AI deployment. It also runs the China Innovation Atlas, a mapping project that tracks the geography of frontier technology in China.
Essays on technology, geopolitics and U.S.-China relations, drawing on original research, firsthand travel and policy analysis. Readers get argued positions on AI chips, frontier AI access as a tool of power, and allied strategy in Asia.
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.
SemiAnalysis is a deep-dive newsletter on the semiconductor industry and its business dynamics, covering AI datacenters, GPU and accelerator roadmaps, and chip export policy. Readers get detailed analysis of Nvidia, xAI, Huawei, and other players' compute strategies and market implications.
Chipstrat is an independent newsletter by a former Intel engineer covering semiconductors, optics, AI infrastructure and business strategy for tech leaders and investors. Recent issues explain technical topics like coherent optics for scale-across AI networks, and offer opinionated takes on companies such as Dell and Intel.
Each issue takes one number-driven question about Chinese industry or infrastructure, such as chip equipment, metro debt or GaN chargers, and explains the story behind it. It draws lessons for India from China's experience.
A daily newsletter covering tech stocks, combining morning and end-of-day market wraps, earnings recaps and summaries of sell-side research, with commentary from a veteran tech hedge fund investor. It also includes podcast briefs on executives and analysts in the tech coverage universe.
A physicist explains quantum computing engineering topics in accessible detail, such as magic-state cultivation, why fabless models may or may not transfer to quantum chips, and whether bigger dilution fridges help scaling. Readers get technical context that is hard to find elsewhere, with a clear personal voice.
Weekly breakdowns of company earnings, business models and financials, presented with visuals and data across tech, semiconductors, banks and consumer companies. Readers get concise analysis of quarterly results, key takeaways from earnings calls and investment angles, with paid tiers adding deeper reports.
An essayist's newsletter on how technology and politics interact in a globally interdependent world, covering topics such as semiconductor supply chains, chokepoints, and the politics of AI. Its issues mix close readings of recent articles and books with reflections on writing, publishing, and the platform economy.
A Traditional Chinese investing newsletter offering deep dives on AI infrastructure companies, earnings analyses such as TSMC's, and weekly market commentary. It aims to help readers build their own investment decision framework rather than chase stock tips.
Damnang Research publishes in-depth analysis of semiconductor technology, companies and industry trends, aimed at non-specialists. Recent issues include an interview-based look at AI in Meta's advertising business, a yield model for Cerebras's wafer-scale chip, and an expert call on manufacturing life at Micron's Taiwan fabs.
Analysis of technology, policy and strategic infrastructure across the Indo-Pacific, with a focus on China, export controls and elite Party politics. Includes guest essays by Yue Millward alongside the author's own commentary, written for decision makers in government and industry.
A computer history and architecture newsletter with long-form interviews, guest posts and deep dives into chip design, semiconductor industry history and unusual computing approaches. Readers get insider context on figures and companies like Intel and Arm, plus explanations of obscure hardware ideas.
A technical newsletter examining AI infrastructure hardware, including copper and optical interconnect signaling at 448 Gbps, event coverage of Ethernet and OCP conferences, and power semiconductor trends for AI data centers. It aims to translate engineering detail for professionals and investors.
Research notes from a Washington non-partisan AI policy initiative, covering semiconductor export controls on chipmaking lithography tools and proposed hardware-focused evaluations for robots. Readers get technical policy analysis on AI chip supply chains, US-China competition and the physical limits of robotics.
SemiVision publishes analytical pieces on the semiconductor supply chain, covering PCB and substrate materials, advanced packaging, and emerging computing such as quantum. Recent issues combine conference coverage with site-visit reporting and technical explanation of manufacturing trends.
Profiles of influential companies, executives and industries, with a focus on technology, semiconductors, AI and robotics. Issues combine background facts with strategic assessments of key players, and the newsletter also reviews the track record of its own picks.
An independent tech analyst writes long-form pieces on quantum computing, Apple products, and consumer tech such as Tesla's new Roadster. Issues combine explainers of recent research with first-hand product impressions and opinion.
Summarizes and curates long-form talks and conference sessions from leading investors and technology executives, with key quotes, clips and links. Adds the author's commentary on investing, AI infrastructure and how AI is changing finance jobs.
A Chinese-language newsletter on US stock investing that combines industry insight, policy trends and financial analysis with personal anecdotes. Readers get a mix of in-depth pieces on AI and memory-chip themes and daily digests of the author's chat-room discussions on market positioning.
A Substack by Andrew Lu offering analysis of semiconductor and technology company earnings, supply chain shifts and investment implications, drawing on sell-side research and consensus comparisons. The excerpts are mostly English summaries of quarterly results and packaging trends, with some Chinese-language sections.
TrendForce's Substack publishes in-depth semiconductor and AI infrastructure analysis plus a weekly supply chain radar tracking lead times and shortages for CPUs, GPUs, DRAM, NAND, HDD and other components. Readers get market forecasts, vendor roadmap takeaways from events like OCP, and status signals on memory and storage tightness.
An investor letter analysing the Bitcoin mining sector, covering miner economics, hashprice and difficulty trends, ASIC chip supply concentration at TSMC and Bitmain, and the effect of AI data center demand on mining companies. It aims to help readers decide how to allocate capital in mining businesses and equipment.
Rebound Capital publishes in-depth research on beaten-down stocks, including company deep dives and market commentary on semiconductors and bond yields. Readers get investment theses, valuation context and historical comparisons aimed at finding recovery opportunities.
Sources is an interview-based newsletter and podcast companion that talks with executives and founders driving the AI race, such as Robinhood's CEO, Qualcomm's CEO and Reflection's founders. Each issue offers a long-form conversation with highlights on AI products, business strategy and the economics of open versus closed models.
A public-markets investor writes about AI through first-principles, economic and cross-asset lenses, with trade ideas such as shorts on labor-exposed companies and an AI-disruption short. Recent issues cover the labor impact of AI, why AI shorts usually fail, and a formal-logic debate on whether AI is a bubble.
SemiconSam is a semiconductor newsletter by an author who analyses memory-chip industry dynamics, including past 'chicken game' price wars and their implications for future competition. Its sample also includes expert-call summaries on AI server supply chains such as Nvidia GB200/GB300 rack shipments and Foxconn's FII.
A personal Substack by a former Big Tech engineer and architect who writes opinionated commentary on AI, the software industry, and the US-China tech race. Issues pair clickbait-style headlines with explanatory essays, personal experiments, and speculation about where the technology is heading.
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.
A stock-picking newsletter that pitches high-conviction 'disruptive' tech stocks, with recent issues centred on Meta's Muse agent and chart-based swing trade setups aimed at paid subscribers. It mixes market commentary with promotional calls to subscribe for price targets and triggers.
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