A Sputnik Intelligence collection: the newsletters and podcasts covering one market, picked by hand. Everything below — who publishes here, what they talk about, who advertises — is a live query against our corpus, refreshed hourly.
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
- 805
- Podcasts
- 0
- Newsletters
- 5
- Latest post
- 2 days ago
Who publishes here — the last 90 days
Dylan Patel
47 posts
Bridging the gap between business and the worlds most important industry.
Bryan Shan
16 posts
HPC
Jeremie Eliahou Ontiveros
14 posts
Daniel Nishball
13 posts
TrendForce
13 posts
TrendForce is a global market intelligence firm with 25+ years of supply chain expertise. Subscribe for weekly...
Jordan Nanos
13 posts
Myron Xie
11 posts
Reyk Knuhtsen
10 posts
Max Kan
10 posts
Cam Quilici
9 posts
AI at SemiAnalysis
Zane Fong
9 posts
Kimbo Chen
9 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 — the last 90 days
Who advertises here — 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.
Every source in this collection — 6 of them
| Source | Type | Posts | Latest |
|---|---|---|---|
| https://newsletter.semianalysis.com | Blog | 319 | — |
| SemiAnalysis | Newsletter | 308 | 5 days ago |
| Global Semi Research | Newsletter | 107 | 1 week ago |
| Wukong | Newsletter | 30 | 2 days ago |
| TrendForce | Newsletter | 26 | 1 week ago |
| Mark Zetter INsight | Newsletter | 15 | 1 month ago |
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, topics and advertisers are counted over the last 90 days only, so they describe what the collection is doing now rather than its whole history.
- 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, refreshed hourly.
