Semiconductor supply chain newsletters

NewsletterFIT tracks 11 newsletters that cover Semiconductor supply chain as a primary topic, all with posts in the last 90 days. By publicly shown subscriber count, the largest are Fabricated Knowledge (95K), MultiVersial (47K) and Irrational Analysis (23K).

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

  1. 1
    Fabricated Knowledge 95K subscribers

    Substack Monthly or less · last post Jun 24, 2026

    Likely audience: Robotics industry analysts

  2. 2
    MultiVersial 47K subscribers

    Substack Several times a week · last post 14 days ago

    Likely audience: Startup founders

  3. 3
    Irrational Analysis 23K subscribers

    Substack Weekly · last post 23 days ago

    Likely audience: Semiconductor industry analysts

  4. 4
    FUNDA 17K subscribers

    Substack Weekly · last post 18 days ago

    Likely audience: AI infrastructure investors

  5. 5
    Andrew Lu on global semis and techs 15K subscribers

    Substack Several times a week · last post 17 days ago

    Likely audience: Semiconductor industry analysts

  6. 6
    Damnang’s Substack 14K subscribers

    Substack Several times a week · last post 21 days ago

    Likely audience: Semiconductor engineers

  7. 7
    Semiconductor Business Intelligence 10K subscribers

    Substack Every two weeks · last post 14 days ago

    Likely audience: semiconductor industry analysts

  8. 8
    Rijnberk InvestInsights 6K subscribers

    Substack Every two weeks · last post 8 days ago

    Likely audience: Investment analysts

  9. 9
    the dosage makes it so 5K subscribers

    Substack Monthly or less · last post 51 days ago

    Likely audience: Philosophers

  10. 10
    Grab a Chip｜半導體速報 4K subscribers

    Substack Monthly or less · last post 49 days ago

    Likely audience: policy makers

  11. 11
    Archetypes & Objectives —

    Substack Every two weeks · last post 7 days ago

    Likely audience: Cybersecurity professionals

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