Zephyr’s Substack alternatives: newsletters like it

24 newsletters in the NewsletterFIT index cover the same topics as Zephyr’s Substack (AI chip exports, Nvidia H20 and Chinese AI market). The closest matches are AI’s Safety Brain Drain: Why The Guardians Are Walking Away, Seaside Success Story and All Things AI. They are ranked by how many topics they share with it, then by publicly shown subscribers.

Updated Nov 11, 2026 · ranked by shared topics, then publicly shown subscribers · methodology

About Zephyr’s Substack

Zephyr's Substack publishes weekly deep-dive articles on China's semiconductor industry, robotics sector, and AI chip export policies. The content focuses on specific companies like Nanjing Estun and AMEC, analyzing…

Full profile
  1. 1

    beehiivDaily · last post today

    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

  2. 2
    Seaside Success Story66K subscribers

    SubstackSeveral times a week · last post 8 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

  3. 3
    All Things AI20K subscribers

    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

  4. 4
    SEMIVISION @_@19K subscribers

    SubstackDaily · last post 8 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

  5. 5
    Tech Investments19K subscribers

    SubstackWeekly · last post 9 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: AI researchers

    1 shared topic

  6. 6

    SubstackSeveral times a week · last post 8 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

  7. 7
    Damnang’s Substack14K subscribers

    SubstackSeveral times a week · last post 15 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

  8. 8
    Chipstrat13K subscribers

    SubstackWeekly · last post 14 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

  9. 9
    PhotonCap11K subscribers

    SubstackWeekly · last post 18 days ago

    Seeing tech through a different wavelength. Photonics & semiconductor research

    Likely audience: Semiconductor industry analysts

    1 shared topic

  10. 10
    Gaetano9K subscribers

    SubstackSeveral times a week · last post 7 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

  11. 11
    FutureRadar9K subscribers

    SubstackEvery two weeks · last post 12 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

  12. 12
    Daily Journal8K subscribers

    SubstackSeveral times a week · last post 7 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

  13. 13

    SubstackWeekly · last post 12 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

  14. 14
    Jason's Chips8K subscribers

    SubstackEvery two weeks · last post 55 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

  15. 15
    G2AI7K subscribers

    SubstackSeveral times a week · last post 8 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

  16. 16

    SubstackSeveral times a week · last post 7 days ago

    Likely audience: Investment analysts

    1 shared topic

  17. 17

    SubstackSeveral times a week · last post 8 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

  18. 18

    SubstackMonthly or less · last post 30 days ago

    on the business of Semiconductors and AI

    Likely audience: AI infrastructure engineers

    1 shared topic

  19. 19
    Here Comes China4K subscribers

    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

  20. 20
    Semiecosystem 3K subscribers

    SubstackSeveral times a week · last post 6 days ago

    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

  21. 21
    Silicon Co-Design3K subscribers

    SubstackWeekly · last post 17 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

    1 shared topic

  22. 22
    Exponential Industry2K subscribers

    SubstackWeekly · last post 8 days ago

    From recent posts: Exponential Industry is a weekly industrial newsletter covering manufacturing automation, AI hardware, additive manufacturing, robotics, and U.S. manufacturing investment through news briefs, factory walkthroughs, and…

    Likely audience: manufacturing executives

    1 shared topic

  23. 23
    Steel & Silicon2K subscribers

    SubstackWeekly · last post 10 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

  24. 24
    Connect1K subscribers

    SubstackEvery two weeks · last post 32 days ago

    From recent posts: Connect publishes a mix of industry analysis, academic updates, and personal essays focused on semiconductor markets, regional economics, and Silicon Valley leadership. The content targets professionals and academics…

    Likely audience: Semiconductor industry professionals

    1 shared topic

Find every newsletter in this space

Search every post these newsletters publish, see who sponsors each one, and get alerted when a new one starts covering the same ground.

Search the index

7-day Pro trial · no card required