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
- 953
- Podcasts
- 0
- Newsletters
- 6
- Latest post
- 2 days 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
80 posts
Analyst who writes for SemiAnalysis on AI datacenters, power supply and grid interconnection, from constructio...
Wukong
71 posts
Writes WK, a Substack newsletter on technology and investing, with posts on semiconductor supply chains, DRAM,...
Reyk Knuhtsen
42 posts
Robotics analyst at SemiAnalysis who covers AI applied to real-world automation, including compute for embodie...
Kimbo Chen
36 posts
Author at SemiAnalysis writing technical pieces on AI inference and hardware, including attention mechanisms,...
Wega Chu
36 posts
Analyst at SemiAnalysis covering hardware, ODMs and the semiconductor supply chain, including sourcing trends,...
Gerald Wong
31 posts
Writer at SemiAnalysis covering semiconductor design, including EDA tools, chip design workflows and the press...
Jordan Nanos
27 posts
Member of technical staff at SemiAnalysis focused on neoclouds, where he leads the ClusterMAX GPU cloud rating...
Bryan Shan
25 posts
Author at SemiAnalysis writing on AI hardware and inference economics, from Nvidia Blackwell and Vera Rubin pe...
Mark Zetter
20 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.
