Semiconductors / Hardware / Robotics blogs and newsletters worth following, and what each is good for

These are the blogs and newsletters Briefwire has chosen to cover Semiconductors / Hardware / Robotics, each one fetched and checked before it is listed. Company engineering blogs, analyst newsletters and practitioner posts. The receipt is the post it was written in.

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The list

In no ranked order. The note beside each says what it is good for, which is a different thing from how big it is.

Each note describes the publication in its own terms. Briefwire reads what these sources publish, in public, and nothing else.

SemiAnalysis
Dylan Patel's supply-chain and datacentre analysis; the most-cited independent semis research.
EE Times
Electronics-industry trade press; design wins, fab capacity and component pricing.
Tom's Hardware
High-volume hardware news including supply, pricing and roadmap leaks.
The Chip Letter
Semiconductor history and architecture essays; strong context for competitive positioning.
Chips and Cheese
Microarchitecture measurement and benchmarking; independent evidence on real chip performance.
SemiWiki
EDA and foundry-ecosystem commentary from industry insiders.
IEEE Spectrum
Engineering-society journalism across semis, robotics and power; technically reliable.
The Robot Report
Robotics industry news: funding, deployments and component supply.
NVIDIA Blog
Product and partnership announcements from the dominant AI-hardware vendor.
NVIDIA Newsroom
Formal press releases including earnings and major customer wins; the citable version.
Hackaday
Hardware-hacking coverage; early signal on component availability and teardown findings.
More Than Moore (Ian Cutress)
Conference notes and roadmap detail filed from the show floor.
ServeTheHome
Server and accelerator launches with real deployment specifications attached.
SEC EDGAR - NVDA 8-K
Material-event filings straight from the issuer; swap the CIK to cover any other company.
Federal Register - BIS
Export-control rules; the single largest demand shock lever over semiconductors.
TechInsights
Teardown and process analysis — who actually shipped what silicon, from the firm that opens the packages. Replaces Intel Newsroom, whose feed the publisher retired (2026-09-12). Two candidates were refused first: Toms Hardware redirects https to http, which safe-fetch will not follow, and Semiconductor Digest was already in this vertical.
SK hynix Newsroom
The HBM market leader on memory roadmaps and fab construction; the AI-memory supply story firsthand.
Samsung Newsroom - Semiconductors
Memory and foundry announcements filtered to the semiconductor category of Samsung's global newsroom.
GlobalFoundries
The US-based specialty foundry on RF, automotive and packaging nodes; the non-leading-edge half of the supply story.
RISC-V International
The open ISA consortium's announcements; dates the architecture's commercial adoption milestones.
Raspberry Pi News
Now a listed silicon vendor (RP-series chips) as well as the default embedded platform; product and chip launches.
Espressif Developer Blog
The dominant IoT-silicon vendor's engineering blog; ESP32 platform capabilities as they ship.
Mannerisms (David Manners)
A veteran semiconductor columnist's daily observations; decades of industry memory applied to today's moves.
Irrational Analysis
Deep semis earnings and technology analysis (optics, RF, custom silicon) by a named analyst with positions disclosed.
Semiconductor Engineering
Deep trade coverage of EDA, packaging, test and manufacturing; where chip-design problems get written up.
Semiconductor Digest
Industry-news wire for fab tools, materials and device research; broad daily coverage of the supply chain.
eeNews Europe
European electronics-industry reporting; power semis, automotive silicon and EU chip-policy moves.
AMD Press Releases
The citable stream for AMD earnings, acquisitions and datacenter-GPU wins.
The Next Platform
Analytical reporting on datacenter silicon economics; the numbers behind AI-infrastructure deals.

How the list was made, and what we do with it

Chosen by hand: Every source is here because people who work in Semiconductors / Hardware / Robotics say substantive things on it, not because it is large. Enough of them to cover the field, few enough to audit.
Checked before listing: Each feed is fetched and checked when it is added and again whenever the library is re-checked by hand: one whose newest item is more than six months old fails, and one quiet for more than three is flagged but can stay listed. Every source is English-language and public.
Read, so you need not: You do not have to read all of them. Each new post is read, and the claims worth keeping are pulled out, each linked to the post it was written in.
When it is read: Briefwire reads a beat’s sources through the day while a trial or paid account tracks it. A beat nobody tracks may not be read at all, and its page shows the library, not a live feed.
Sent as a brief: The 12 lines that rank highest across the whole Semiconductors / Hardware / Robotics beat go out daily or weekly. A claim several independent sources made ranks higher — that counts agreement, not accuracy.

The blogs and newsletters are one part of the beat. Every Semiconductors / Hardware / Robotics source, all media — or just the podcasts or YouTube channels.

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Semiconductors / Hardware / Robotics in 12 lines a brief, each with a receipt.

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