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.
Website: https://www.semiconsam.com
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.
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