Substacks recommended by SkyJuice

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SemiAnalysis

By Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

More Than Moore

By Dr. Ian Cutress

The latest in semiconductors: silicon, AI, processors, market trends.

The written continuation of Dr. Ian Cutress

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Fabricated Knowledge

By Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Great financial analysis of Semi companies

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Locuza

A place focused around semiconductor information and die shot analysis

Technical analysis of Semi design & layout

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Angstronomics

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