SemiAnalysis alternatives: newsletters like it

SubstackSeveral times a week · last post 12 days ago

Seeing tech through a different wavelength. Photonics & semiconductor research

Likely audience: Semiconductor industry analysts

2 shared topics

SubstackWeekly · last post 12 days ago

From recent posts: Silicon Co-Design publishes deep-dive technical articles on advanced semiconductor manufacturing, AI infrastructure bottlenecks, and high-performance computing scaling. The publication targets engineers and industry…

Likely audience: Semiconductor engineers

2 shared topics

SubstackWeekly · last post 7 days ago

Unique investment ideas worth exploring.

Likely audience: Individual investors

1 shared topic

SubstackSeveral times a week · last post 4 days ago

From recent posts: How They Make Money publishes weekly financial analysis covering corporate earnings, AI infrastructure trends, and long-term investing strategies. The publication targets investors and industry professionals with…

Likely audience: Financial analysts

1 shared topic

beehiivDaily · last post yesterday

From recent posts: This publication delivers daily briefings on tech, business, and AI news, covering topics like Anthropic's internal safety assessments, Meta's open-weight models, and AI regulation. It targets readers interested in…

Likely audience: Founders and operators of tech startups

1 shared topic

SubstackSeveral times a week · last post 3 days ago

From recent posts: Seaside Success Story publishes financial analysis on corporate capital expenditure and Federal Reserve policy, targeting investors and professionals tracking market trends. The publication covers topics such as…

Likely audience: Investors

1 shared topic

Substacklast post Jul 28, 2026

From recent posts: All Things AI publishes in-depth analysis on semiconductor lithography, AI hardware supply chains, and corporate governance within the AI sector. The publication targets investors, industry analysts, and tech…

Likely audience: Semiconductor industry analysts

1 shared topic

SubstackDaily · last post 3 days ago

From recent posts: SEMIVISION publishes deep-dive technical analysis on semiconductor manufacturing, AI infrastructure, and global supply chain dynamics for industry professionals and investors. Content ranges from engineering feasibility…

Likely audience: Semiconductor industry analysts

1 shared topic

SubstackWeekly · last post 4 days ago

In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the…

Likely audience: Semiconductor analysts

1 shared topic

SubstackSeveral times a week · last post 2 days ago

From recent posts: This publication delivers daily analysis of semiconductor industry trends, AI infrastructure supply chains, and data center energy procurement. It targets investors and industry professionals with specific reports on…

Likely audience: Semiconductor industry analysts

1 shared topic

SubstackSeveral times a week · last post 9 days ago

Welcome to my Substack. Here, I share in depth analysis of semiconductor technology, companies, and industry trends in a way that is still easy for non specialists to follow. I hope you gain many valuable insights along…

Likely audience: Semiconductor engineers

1 shared topic

SubstackWeekly · last post 9 days ago

Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.

Likely audience: AI infrastructure investors

1 shared topic

SubstackSeveral times a week · last post 2 days ago

From recent posts: Gaetano publishes weekly investment analysis focusing on semiconductor manufacturing, AI infrastructure, and specific company earnings reports like Vicor and Amazon. The publication targets investors seeking portfolio…

Likely audience: Financial analysts

1 shared topic

SubstackEvery two weeks · last post 6 days ago

From recent posts: FutureRadar publishes weekly summaries of major developments in the AI industry, covering topics like regulation, safety, and hardware advancements. The newsletter targets professionals and enthusiasts interested in the…

Likely audience: Cybersecurity professionals

1 shared topic

SubstackSeveral times a week · last post 2 days ago

From recent posts: Daily Journal publishes weekly tech news covering AI company earnings, regulatory litigation, semiconductor manufacturing, and LLM launches. The publication targets readers interested in the financial and operational…

Likely audience: ML engineers

1 shared topic

SubstackWeekly · last post 7 days ago

From recent posts: StockOpine's Newsletter publishes in-depth financial analysis and portfolio updates on technology and consumer stocks, specifically focusing on semiconductor manufacturing, AI infrastructure economics, and ride-hailing…

Likely audience: Investors

1 shared topic

SubstackEvery two weeks · last post 49 days ago

From recent posts: Jason's Chips publishes weekly technical analysis of the Hot Chips conference, covering CPU and GPU architectures, memory shortages, and AI hardware advancements. The publication targets engineers and investors seeking…

Likely audience: AI infrastructure architects

1 shared topic

SubstackSeveral times a week · last post 3 days ago

From recent posts: G2AI publishes weekly deep-dive articles on AI market concentration, infrastructure bottlenecks, and revenue dynamics for investors and industry analysts. Content covers specific topics such as S&P 500 exposure, OpenAI…

Likely audience: Investment analysts

1 shared topic

SubstackSeveral times a week · last post 2 days ago

Likely audience: Investment analysts

1 shared topic

SubstackSeveral times a week · last post 3 days ago

From recent posts: The Dutch Investors 🦁 publishes weekly earnings updates for European companies alongside deep-dive analysis on semiconductor manufacturing and investment research tools. The publication targets investors seeking…

Likely audience: Financial analysts

1 shared topic

SubstackMonthly or less · last post 24 days ago

on the business of Semiconductors and AI

Likely audience: AI infrastructure engineers

1 shared topic

Substacklast post Jun 16, 2026

From recent posts: Here Comes China publishes weekly reports on China's technological advancements in energy, quantum computing, and semiconductors, alongside economic shifts, geopolitical dynamics, and public health policy. The…

Likely audience: Energy sector professionals

1 shared topic

SubstackSeveral times a week · last post yesterday

From recent posts: Semiecosystem publishes weekly reports on semiconductor foundry and OSAT earnings, manufacturing expansions, and supply chain developments for investors and industry professionals.

Likely audience: Semiconductor industry analysts

1 shared topic

SubstackWeekly · last post 5 days ago

From recent posts: Steel & Silicon publishes weekly reports on AI model releases, cybersecurity incidents, and industry pricing trends for developers and industry observers. The content mixes technical analysis of frontier models and…

Likely audience: AI researchers and developers

1 shared topic