Semiconductors & Chips
The chip industry: fabs, GPUs, export controls, and the market analysts who track them.
We index newsletters and podcasts — where named humans still talk to real audiences, and the one part of the media your monitoring tool can't see — and make them searchable by your AI agent. This page is one market's worth of that corpus.
- Sources
- 6
- Posts and episodes
- 902
- Podcasts
- 0
- Newsletters
- 6
- Latest post
- 1 day ago
Who publishes here — active in the last 90 days
Daniel Nishball
121 posts
Writer credited on SemiAnalysis, the semiconductor and AI infrastructure research newsletter, with pieces on N...
Myron Xie
89 posts
Semiconductor and AI hardware analyst covering high bandwidth memory, DRAM supply, advanced packaging capacity...
Jeremie Eliahou Ontiveros
77 posts
Analyst who writes for SemiAnalysis on AI datacenters, power supply and grid interconnection, from constructio...
Gerald Wong
54 posts
Call me Howie
Wukong
45 posts
tech/ investment
Reyk Knuhtsen
41 posts
Wega Chu
36 posts
Analyst - Hardware, ODM
Kimbo Chen
35 posts
Ivan Chiam
35 posts
Jordan Nanos
27 posts
Cheang Kang Wen
27 posts
Ranked by how many posts and episodes each person is credited on across this collection — writers by byline, hosts and guests from the transcript. These are the names to pitch, book, or watch.
What they're talking about — in each source's latest posts
Who advertises here — active in the last 90 days
Nothing recorded in the last 90 days.
Brands read out in ad slots and sponsor mentions in these newsletters and episodes. This is the view that answers "where is my competition advertising?" — no other monitoring tool can see inside a podcast ad read.
Where these numbers come from
- Sources are hand-picked by us for this market. Post and episode counts are everything we have indexed for them, back to whatever archive the source publishes.
- People and advertisers are everyone credited or heard on these sources in the last 90 days, ranked by every post they have appeared on here. Topics come from the 10 newest posts of each source, so every source counts equally.
- A person is counted once per post, whether they wrote it, hosted it, or appeared on it as a guest. Podcast credits come from the transcript.
- Everything on this page is a live query against the corpus.
