Semicon Alpha
William Martin KeatingSemiconductor Opinions, Analysis, Predictions
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 675 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
Read this Newsletter
semiconalpha.substack.comLatest Issues
SMIC Q2 2026. Record Quarter & “AI Companion Chip” Demand Is Enormous
SMIC last week reported second quarter revenues of just over $3 billion, up 19.7% QoQ, up 36% YoY and handily beating the forecasted 15% growth at the midpoint.
SMIC last week reported second quarter revenues of just over $3 billion, up 19...
IBM Q2 2026. Was The Revenue Miss Destruction Or Deferral?
It’s rarely a good thing when a company like IBM does an earnings preannouncement, but that’s exactly what happened on July 14 last with an open letter to the company’s investors.
It’s rarely a good thing when a company like IBM does an ea...
Applied Materials Q3FY26. Greater & Greater Growth.
AMAT last week reported record revenues of $9.1 billion, up 15% QoQ (the highest QoQ growth in the company’s history), up 25% YoY, all while handily beating the guided midpoint of $8.95 billion.
AMAT last week reported record revenues of $...
Cerebras Q2 2026. Messy Numbers But What Did You Expect?
Back in early May 2026, I wrote about Cerebras then-upcoming IPO here:
Back in early May 2026, I wrote about Cerebras then-upcoming IPO here:
Lenovo Q1 FY26/27. Key Takeaways & Full Earnings Call Transcript
Lenovo (HKSE: 992) yesterday reported first-quarter fiscal 2026/27 results with revenues reaching an all-time quarterly high of US$26.9 billion, up 43% YoY, and up 25% QoQ, the highest YoY growth rate the company has posted in five years....
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Semicon Alpha.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #183 |
Authors
The writers behind this newsletter.
Please check out my bio on LinkedIn: www.linkedin.com/in/keatingliam
Social
Frequently Asked Questions
How can I access the email archive for Semicon Alpha?
You can find recent issues that have been published by Semicon Alpha 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 Semicon Alpha have?
To see how many people subscribe to Semicon Alpha, 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 Semicon Alpha?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Semicon Alpha 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 Semicon Alpha?
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 Semicon Alpha using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Semicon Alpha?
Scroll up to where it says Related Newsletters to see other publications like Semicon Alpha. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Semicon Alpha?
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.