Browse newsletters about semiconductors
6 semiconductors newsletters from across the web

Chipstrat
by Austin Lyons
Austin Lyons' Chipstrat explores the intersection of semiconductors, AI, and strategy, offering deep dives into chip design and product strategy.

Interconnected
by Kevin Xu
Kevin Xu's Interconnected provides weekly, bilingual analysis of tech's builders, investors, and regulators. Insights often cited in major media.

Stratechery
by Ben Thompson
Ben Thompson's Stratechery provides independent, acclaimed analysis of technology and media strategy, business, and societal impact.

SemiconSam
by Jukan
SemiconSam author Jukan shares unique insights and ideas from his semiconductor industry sources at companies like Samsung and SK hynix.

UncoverAlpha | Substack
by UncoverAlpha
Rihard provides in-depth research on AI, semiconductors, cloud, ad tech, and software. He analyzes industry trends, companies, and earnings.

Hardware FYI
by Hardware FYI
Weekly insights and essential resources on technology hardware from Hardware FYI. Stay informed with timely updates.