SemiAnalysis
Substacknewsletter · by Dylan Patel · English
Bridging the gap between the world's most important industry, semiconductors, and business.
- Audience
- 325K subscribers
- Shown publicly on Substack
- Publishing
- Several times a week
- 27 posts indexed in the last 90 days
- Last post
- Oct 15, 2026
- 15 days ago
- Likely audience
- AI researchers
- Inferred from post content
Momentum
#6 on Substack's Technology leaderboard
From daily snapshots of Substack's public figures · how rising is measured
SemiAnalysis is a Substack newsletter by Dylan Patel covering Hybrid Bonding, Semiconductor Manufacturing and Die-to-Wafer Bonding. NewsletterFIT indexed 27 posts from it in the last 90 days, most recently on Oct 15, 2026. Shown publicly on Substack: 325K subscribers. It ranks #6 on Substack's Technology leaderboard.
Topics
- Hybrid Bonding
- Semiconductor Manufacturing
- Die-to-Wafer Bonding
- ASML Strategy
- Vertical Integration
Recent posts
- ASML Is…
- Beijing Will…
- Anthropic Subscriptions…
- How GLM5.3…
- Intel Panther…
- The Chinese…
Sponsors detected
No sponsored posts detected in the last 180 days of indexed posts.
Detected automatically from posts marked as sponsored. Detection can miss or misread placements.
See the full picture on SemiAnalysis
Subscriber momentum over time, every detected sponsor with the source post, companies and people it mentions, guests, and an alert when any of it changes.
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Compiled from public pages · refreshed Oct 16, 2026 · How NewsletterFIT collects and labels data