Data and AI newsletters

Newsletters996This month2,396

996 newsletters · 2,396 this month

Semiconductor Business Intelligence newsletter by Claus Aasholm: latest issues, cadence and price

by Claus Aasholm · Substack · Paid · every two weeks · last issue Nov 5, 2026 · Active

SubscribeArchive

If your business or portfolio depends on semiconductors, this is the one weekly analysis, backed by 130+ deep dives into companies, sectors, and events, that tells you where supply and demand are heading before it hits t.

Thu Nov 51 issue

Fri Oct 301 issue

Thu Oct 221 issue

Thu Oct 151 issue

Mon Oct 51 issue

Thu Sep 241 issue

Wed Sep 231 issue

Thu Sep 101 issue

Tue Sep 11 issue

Mon Aug 241 issue

Mon Aug 171 issue

Mon Aug 101 issue

Fri Jun 261 issue

Mon Jun 151 issue

Sat Jun 61 issue

Thu May 281 issue

Tue May 191 issue

Tue May 121 issue

Tue May 51 issue

Thu Apr 301 issue

Sat Apr 251 issue

Thu Apr 91 issue

Wed Apr 11 issue

Mon Mar 231 issue

Mon Mar 161 issue

25 issues on file since Mar 16, 2026; every one is in its own archive ↗.

About this newsletter

Photo

None found, so the logo or initials show. Photos come from Wikimedia Commons or official company pages, never LinkedIn or image search.

Free or paid

Paid on Substack. 100% of its latest 12 issues are for paying subscribers (from its public archive, checked weekly).

Issues per week, last 26 weeks

every two weeks, measured over the last six months (or since the feed's oldest issue)

Issues by month

Writes about

Chips and infrastructure (9), AI and agents (7), Software engineering (1) in the last six months.

More on chips and infrastructure

History

Listed on Newsletters Sep 25, 2026. No changes to its feed, price, platform, status or cadence since.