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Platform Portability
Uses custom domain — can migrate to any platform without losing subscribers
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Bridging the gap between the world's most important industry, semiconductors, and business.
Data updated Today
a16z speedrun
168K subs
++1.2%/wk
Scarlet Ink
73K subs
Accelerated
38K subs
GTM Vault
25K subscribers
| Subscriber-only |
| Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom Pricing doubles again, Supercycle is bigger, and could last longer than you thinkFeb 6, 2026 | Subscriber-only |
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| Interconnects Beyond Copper, 1,000 CFETs, SK Hynix Next-Gen NAND, 2D Materials, and MoreIEDM 2025 Round-UpJan 13, 2026 | Subscriber-only |
| Apple-TSMC: The Partnership That Built Modern SemiconductorsWafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscapeJan 8, 2026 | Subscriber-only |
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brookfieldassetmanagement.com
cadence.com
toshiba.com
llama3.com
northerndatagroup.com
aichip.com
nvidiacloud.com
mediatek.com
amphenol.com
Engagement Rate
0.00%
Business category average
Quality Score
Engagement vs Business
Category comparison available
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Quality sub-scores, category percentile, and engagement benchmarks
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6.4K paid
Weekly Growth
+0.3%
Paid Subscriber Retention
+3.9%
net growth
Paid newsletter — revenue data available
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MRR methodology, pricing analysis, and revenue projections
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$21–$47
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Category benchmarks and audience-size adjusted rates
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Publishing Frequency
Weekly
Last published Feb 25, 2026
0.9 posts/week avg
Business Pricing
$144.67/mo avg
Below average(-65%)
Monetization Readiness
Already monetizing
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