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…
- AI chip exports
- Nvidia H20
- Chinese AI market
- Semiconductor manufacturing
- 1AI’s Safety Brain Drain: Why The Guardians Are Walking Away100k+ subscribers
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
- 2Seaside 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
- 3All 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
- 4SEMIVISION @_@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
- 5Tech 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
- 6Andrew Lu on global semis and techs15K subscribers
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
- 7Damnang’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
- 8Chipstrat13K 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
- 9PhotonCap11K subscribers
SubstackWeekly · last post 18 days ago
Seeing tech through a different wavelength. Photonics & semiconductor research
Likely audience: Semiconductor industry analysts
1 shared topic
- 10Gaetano9K 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
- 11FutureRadar9K 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
- 12Daily 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
- 13StockOpine’s Newsletter8K subscribers
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
- 14Jason'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
- 15G2AI7K 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
- 16Rijnberk InvestInsights6K subscribers
SubstackSeveral times a week · last post 7 days ago
Likely audience: Investment analysts
1 shared topic
- 17The Dutch Investors 🦁4K subscribers
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
- 18Deep in Tech Newsletter4K subscribers
SubstackMonthly or less · last post 30 days ago
on the business of Semiconductors and AI
Likely audience: AI infrastructure engineers
1 shared topic
- 19Here 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
- 20Semiecosystem 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
- 21Silicon 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
- 22Exponential 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
- 23Steel & 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
- 24Connect1K 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
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