4 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.
The Procurist publishes essays on procurement leadership, AI adoption and supplier and spend management, often built around practitioner commentary and survey data. Readers get analysis of how the profession, its skills and its processes are changing.
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.
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