Semiconductor manufacturing newsletters

NewsletterFIT tracks 38 newsletters that cover Semiconductor manufacturing as a primary topic, 32 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are Alts.co (348K), How They Make Money (345K) and SemiAnalysis (325K). Brands detected sponsoring these newsletters recently include EarthRarest, Alumni Ventures and Huawei.

Updated Oct 30, 2026 · sorted by publicly shown subscribers · methodology

  1. 1
    Alts.co 348K subscribers

    Substack Every two weeks · last post 22 days ago

    Likely audience: Individual investors

    Sponsors detected: Alumni Ventures, EarthRarest

  2. 2
    How They Make Money 345K subscribers

    Substack Every two weeks · last post 14 days ago

    Likely audience: Financial analysts

  3. 3
    SemiAnalysis 325K subscribers

    Substack Several times a week · last post 14 days ago

    Likely audience: AI researchers

  4. 4
    AI’s Safety Brain Drain: Why The Guardians Are Walking Away 100K subscribers

    beehiiv Weekly · last post 14 days ago

    Likely audience: Founders and operators of tech startups

  5. 5
    Seaside Success Story 66K subscribers

    Substack Every two weeks · last post 14 days ago

    Likely audience: Investors

  6. 6
    All Things AI 20K subscribers

    Substack last post Jul 28, 2026

    Likely audience: Semiconductor industry analysts

  7. 7
    SEMIVISION @_@ 19K subscribers

    Substack Daily · last post 18 days ago

    Likely audience: Semiconductor industry analysts

  8. 8
    Tech Investments 19K subscribers

    Substack Weekly · last post 19 days ago

    Likely audience: Semiconductor analysts

  9. 9
    Andrew Lu on global semis and techs 15K subscribers

    Substack Several times a week · last post 18 days ago

    Likely audience: Semiconductor industry analysts

  10. 10
    Damnang’s Substack 14K subscribers

    Substack Several times a week · last post 21 days ago

    Likely audience: Semiconductor engineers

  11. 11
    Chipstrat 13K subscribers

    Substack Weekly · last post 22 days ago

    Likely audience: AI infrastructure investors

  12. 12
    PhotonCap 11K subscribers

    Substack Weekly · last post 21 days ago

    Likely audience: Semiconductor industry analysts

  13. 13
    Gaetano 9K subscribers

    Substack Every two weeks · last post 10 days ago

    Likely audience: Financial analysts

  14. 14
    FutureRadar 9K subscribers

    Substack Monthly or less · last post 14 days ago

    Likely audience: Cybersecurity professionals

  15. 15
    Daily Journal 8K subscribers

    Substack Every two weeks · last post 15 days ago

    Likely audience: ML engineers

  16. 16
    StockOpine’s Newsletter 8K subscribers

    Substack Every two weeks · last post 15 days ago

    Likely audience: Investors

  17. 17
    Jason's Chips 8K subscribers

    Substack Every two weeks · last post 43 days ago

    Likely audience: AI infrastructure architects

  18. 18
    G2AI 7K subscribers

    Substack Weekly · last post 16 days ago

    Likely audience: Investment analysts

  19. 19
    Rijnberk InvestInsights 6K subscribers

    Substack Every two weeks · last post 9 days ago

    Likely audience: Investment analysts

  20. 20
    The Dutch Investors 🦁 4K subscribers

    Substack Every two weeks · last post 11 days ago

    Likely audience: Financial analysts

  21. 21
    Deep in Tech Newsletter 4K subscribers

    Substack Monthly or less · last post 18 days ago

    Likely audience: AI infrastructure engineers

    Sponsors detected: Huawei

  22. 22
    Here Comes China 4K subscribers

    Substack last post Jun 16, 2026

    Likely audience: Energy sector professionals

  23. 23
    Semiecosystem 3K subscribers

    Substack Every two weeks · last post 7 days ago

    Likely audience: Semiconductor industry analysts

  24. 24
    Silicon Co-Design 3K subscribers

    Substack Every two weeks · last post 16 days ago

    Likely audience: Semiconductor engineers

  25. 25
    Connect 1K subscribers

    Substack Every two weeks · last post 20 days ago

    Likely audience: Semiconductor industry professionals

  26. 26
    UnEngineering —

    Ghost Weekly · last post 18 days ago

    Likely audience: Data center planners

  27. 27
    Culpium, by Tim Culpan —

    Substack Weekly · last post 15 days ago

    Likely audience: semiconductor industry analysts

  28. 28
    Benzinga Tech Trends —

    beehiiv Weekly · last post 23 days ago

    Likely audience: AI researchers and developers

  29. 29
    stockmarketnerd.beehiiv.com —

    beehiiv Every two weeks · last post 14 days ago

    Likely audience: Investors analyzing semiconductor earnings

  30. 30
    Fast Company Middle East Pulse —

    LinkedIn Every two weeks · last post 15 days ago

    Likely audience: Policy experts

  31. 31
    AI Newswire —

    LinkedIn Every two weeks · last post 15 days ago

    Likely audience: AI engineers and developers

  32. 32
    Exploring the AI Cosmos —

    LinkedIn Every two weeks · last post 16 days ago

    Likely audience: Semiconductor industry leaders

  33. 33
    The Fusion Report —

    LinkedIn Every two weeks · last post 7 days ago

    Likely audience: Fusion energy investors

  34. 34
    Chipping In —

    Substack Monthly or less · last post 59 days ago

    Likely audience: Semiconductor industry analysts

  35. 35
    財報狗新聞 25K subscribers

    Substack last post Sep 5, 2023

    Likely audience: Supply chain managers

  36. 36
    SemiconSam 10K subscribers

    Substack last post Dec 27, 2025

    Likely audience: Supply chain managers

  37. 37
    Founder to Founder 3K subscribers

    Substack last post Dec 23, 2024

    Likely audience: Policy analysts

  38. 38
    New World Same Humans —

    Substack last post Nov 18, 2023

    Likely audience: AI researchers

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