Recommended Paid Newsletters for AI Semiconductor and Infrastructure Analysis
demian_ai · x · 2026-08-24
A list of recommended paid information sources focusing on AI semiconductors and infrastructure:
- SemiAnalysis: Covers AI infra, supply chain, fab costs, and cluster architecture. Data often appears here before broker notes.
- FundaAI: Equity research house with deep dives into AI infra, photonics, storage, plus earnings and model previews.
- damnang2: Korean semi expert reading the cycle in real-time, offering unsmoothed insights on real demand.
- PhotonCap: Expert in optics and photonics, documenting the transition from copper to optics.
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