Best Semiconductor Supply Chains Newsletters in 2026

SubstackMonthly or less · last post Jun 24, 2026

From recent posts: Fabricated Knowledge publishes in-depth articles and podcast episodes on technology's socioeconomic impact, covering topics like AI displacement, robotics manufacturing, and labor economics. The publication targets…

Likely audience: Robotics industry analysts

SubstackSeveral times a week · last post 2 days ago

Deep coverage of technology, China, US policy, and war. We feature original analysis alongside interviews with leading thinkers and policymakers.

Likely audience: Geopolitical strategists

Sponsors detected: DeepSeek

SubstackSeveral times a week · last post 5 days ago

From recent posts: MultiVersial publishes weekly issues combining psychological essays on workplace behavior with financial and tech roundups covering AI infrastructure, semiconductor supply chains, and major corporate earnings. The…

Likely audience: Startup founders

SubstackWeekly · last post 5 days ago

From recent posts: Irrational Analysis publishes weekly engineering critiques and market memos focused on semiconductor hardware, optical communications, and AI chip manufacturing. The content targets investors and industry professionals…

Likely audience: Semiconductor industry analysts

SubstackSeveral times a week · last post yesterday

FUNDA provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI

Likely audience: AI infrastructure investors

SubstackSeveral times a week · last post yesterday

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

SubstackSeveral times a week · last post 8 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

SubstackWeekly · last post 5 days ago

If your business or portfolio depends on semiconductors, this is the one weekly analysis, backed by 130+ deep dives into companies, sectors, and events, that tells you where supply and demand are heading before it hits…

Likely audience: semiconductor industry analysts

SubstackSeveral times a week · last post yesterday

Likely audience: Investment analysts

SubstackMonthly or less · last post 57 days ago

nature be my god | thermodynamics flows through all things | neoromantic | complex & adversarial systems | dyads | deep technology | finance | Biofoundationalism.com | Donations…

Likely audience: Philosophers

SubstackMonthly or less · last post 55 days ago

From recent posts: Grab a Chip publishes in-depth industry analysis on semiconductor geopolitics, AI infrastructure power systems, and tech conference presentation trends. The publication targets professionals and enthusiasts in the…

Likely audience: policy makers

SubstackEvery two weeks · last post 18 days ago

From recent posts: Robonomics publishes weekly data-driven analyses on AI infrastructure, compute scaling, and market dynamics for investors and industry observers. The publication covers topics ranging from global semiconductor supply…

Likely audience: Venture capitalists

SubstackEvery two weeks · last post 22 days ago

涮涮九等 | 投資升等｜Upgrade Your Investment 真正在線外資金融圈經驗的九等，每週撰寫原創投資的觀察文章、股票市場開市期間的即時事件的投資看法，錄製語音讓大家更容易獲取投資想法，和你一起拓展國際及台灣金融投資視野，替你整理出清晰有條理的觀點

Likely audience: Taiwanese investors

SubstackEvery two weeks · last post Aug 22, 2026

Likely audience: Global macro strategists

SubstackMonthly or less · last post 43 days ago

From recent posts: The Emerging Technology Observatory publishes data-driven analysis on semiconductor supply chains, AI governance, and research forecasting trends. It serves researchers and industry professionals with specific reports…

Likely audience: Policy makers

SubstackEvery two weeks · last post 12 days ago

Cross domain analysis and observations

Likely audience: Cybersecurity professionals

LinkedInEvery two weeks · last post 12 days ago

Technology Weekly Highlights. Visit https://backendnews.net/

Likely audience: IT decision-makers in Philippine enterprises