Substacks recommended by Vikram Sekar

Recommended by Vikram Sekar

Always Be Curious is your weekly shot of sci-tech coverage. Bringing you the now, the how and the wow of science and technology with a special focus on the chip industry.

Always a great collection of latest news and insights around semi!

- Vikram Sekar

zach's tech blog

building chips and writing words

Excellent articles on computing, security and EDA!

- Vikram Sekar

Irrational Analysis

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**

I get a chuckle out of every article! Easy to read, and loaded with great content.

- Vikram Sekar

Chip Log

By Subbu

Deep dives into memory, compute, and all things ASIC/SoC engineering

Subbu is a seasoned expert in digital design whose writings in this substack on the day-to-day of SoC/ASIC design is great for anyone working in this field or interested in behind-the-scenes content.

- Vikram Sekar

Chip Insights

By Bharath Suresh

Semiconductor Industry Deep Dives

Excellent content on digital chip design!

- Vikram Sekar

SEMIVISION @_@

SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.

The Chip Letter

By Babbage

Computer history and architecture

Great read if you are a history buff and techie. In-depth and engaging stories about chips.

- Vikram Sekar

Chipstrat

By Austin Lyons

Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.

Austin covers both educational material and industry insights in the semiconductor world. Articles are a good read!

- Vikram Sekar

Semi Doped

The Daily Brew of Semiconductors. News and analysis from Vik Sekar and Austin Lyons.

Contraptions

By Venkatesh Rao

Janky, wobbly models of everything from philosophy to technology and everything in-between.

Collyer Bridge

Differentiated research in poorly covered markets. Currently covering Japanese data center supply chain, Chinese power equipment, Johor data centers, and Singapore construction.

On-the-ground perspectives from relatively unheard of companies! A very interesting approach to Substack, and great content too!

- Vikram Sekar

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.

Learn about semiconductor companies from a business perspective.

- Vikram Sekar

Vik's Newsletter

Recommended by Vikram Sekar