//
Get monthly newsletter intelligence — trends, top movers, new opportunities
Newsletter Insights — advertising rates and audience data for 33K+ newsletters
Browse all →Platform Portability
Uses Substack subdomain (semifundamental.substack.com). Migrating would require subscribers to re-subscribe at a new address.
Custom domains let newsletters switch platforms without losing their audience.
Are you a newsletter creator? Get verified insights →
AI and semiconductor supply chain analysis.
Data updated 2 months ago
vs 131 newsletters in AI
3K places you in the top 50% of newsletters in this category.
Engagement Rate
0.70%
median: 0.00%
Posts per Week
1.0
median: 1.0
Subscribers
3K
median: 2K
Semi Fundamental hasn't published recently
Last post was 2 months ago. Growth, revenue and CPM projections assume ongoing activity, so they're hidden until posting resumes.
90 paid
We don't have enough growth data for Semi Fundamental yet. The average AI newsletter has 2K subscribers and grows +0.4%/week.
Based on 576 AI newsletters tracked
Avg Likes
21.0
Engagement Rate
0.70%· ~21 likes + comments/post
(comments + likes) / subscribers
Quality Score
Engagement vs AI
0.70% engagement rate
Score Breakdown
Engagement Score
| Subscriber-only |
Publishing Frequency
Previously Weekly
Inactive — last post 2 months agoAI Pricing
$6/mo median
Premium tier
Monetization Readiness
Already monetizing
100% of similar-size AI newsletters also have paid tiers
Unlock revenue estimates, CPM benchmarks, and detected sponsors
Start tracking — freeBrazil AgTech Report
3K subs
Develop AI by Paul McNally
3K subs
Euclid Insights
4K subs
Get email alerts when subscribers drop or spike, when new sponsors appear, when pricing changes, or when publishing cadence shifts. Track unlimited newsletters across your watchlist with the Starter plan.
$29/mo·cancel anytime
See what's includedGet the full whitespace list with each brand's category fit, audience overlap, and recommended pitch order. Plus a comparison of Semi Fundamental vs the top 15 peer newsletters on sponsor mix, growth, and CPM.
Including Welcome back, Gemini 2.5 Flash, AI agents + 56 more.
$300·2-3 working days·refunded if we can't deliver