# SemiAnalysis

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

- **Platform:** substack
- **Category:** Business
- **Subscribers:** 301K
- **Paid subscribers:** 8K
- **Weekly growth:** +1.2%
- **Monthly growth:** +4.8%
- **Last updated:** 2026-07-16
- **Author:** Dylan Patel
- **URL:** https://newsletter.semianalysis.com
- **Profile:** https://newsletterinsights.io/newsletter/semianalysis

## Sponsors

- Cerebras seems
- Raytheon Technologies
- Brookfield Asset Management
- Llama 3 70B
- MediaTek