Jason's Chips
semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 66 | Founded | 8 months ago | Last Issue | 3 days ago |
| Active | |||||
Read this Newsletter
jasonschips.aiLatest Issues
Portfolio Review | May 2026 (+26%, +167% YTD)
may
Apologies for the low posting frequency this week. I have been inundated lately. I know people have been asking for portfolio reviews, so I am getting this one out first.
Optical Illusion: CPO is Dead, Long Live NPO
SemiAnalysis "CPO Delay" Selloff & NPO Mass Adoption Rumors
We have gotten a hilarious amount of discussion in a three-day span about CPO.
Computex 2026 Review (ft. Lumentum & the CPO Endgame)
Jason's Chip Trip. Computex from an investor's POV. Lumentum to the moon.
Sorry if my posting frequency is down this week. I went on a chip trip to Taiwan.
Sivers Semiconductors Earnings Review Q1 2026 (Free)
I think it’s time to stop bashing this company aimlessly (and won’t have any coverage on it until next quarter probably) but I do still think they are a very interesting business and that’s why you are reading this brief on their earnings r...
Soitec Earnings Review Full Year FY26
Soy
What a loooooooooooooooooooooong earnings call. I guess lunch break isn’t the only thing that the French stretch to two hours.SemiAnalysis Giveaway: The first person to subscribe using the paywall on this post will be selected to recei...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Jason's Chips.
| Subscribers | Engagement | 84 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Jason's Chips ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 9 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #21 |
Authors
The writers behind this newsletter.
Gen Z semis & AI L/S investor writing easily digestible research with a blend of first-principles logic, economics, and humor. New articles 2x/week, written by hand. +205% YTD returns.
Frequently Asked Questions
How can I access the email archive for Jason's Chips?
You can find recent issues that have been published by Jason's Chips on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Jason's Chips have?
To see how many people subscribe to Jason's Chips, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Jason's Chips?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Jason's Chips as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Jason's Chips?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Jason's Chips using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Jason's Chips?
Scroll up to where it says Related Newsletters to see other publications like Jason's Chips. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Jason's Chips?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.