Best Custom Silicon Newsletters in 2026
NewsletterFIT tracks 3 newsletters that cover Custom silicon as a primary topic, all with posts in the last 90 days. By publicly shown subscriber count, the largest are Outperforming the Market (26K) and P Equity Research (2K).
Updated Nov 13, 2026 · sorted by publicly shown subscribers · methodology
- 1Outperforming the Market 26K subscribers
SubstackSeveral times a week · last post 11 days ago
From recent posts: This publication delivers weekly market updates and in-depth stock analysis on technology companies, specifically focusing on AI-driven growth in semiconductors, data platforms, and cybersecurity. It targets investors…
Likely audience: Financial analysts
- 2P Equity Research2K subscribers
SubstackDaily · last post 11 days ago
From recent posts: P Equity Research publishes expert-level interviews and financial inquiries focused on AI infrastructure, semiconductor supply chains, and hyperscaler capital expenditure. Content consists of structured analyst…
Likely audience: Investment analysts
- 3
SubstackWeekly · last post 13 days ago
Analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency.
Likely audience: Investors
Latest posts from these newsletters
- Expert Call…P Equity Research
- Weekly newsletter…Outperforming the Market
- Speedrun |…P Equity Research
- Vertiv Q3:…JP Insights
- Expert Call…P Equity Research
- Portfolio Update…P Equity Research
- ASML: Increasing…Outperforming the Market
- Expert Call…P Equity Research