Andrew Lu on global semis and techs mostly covers TSMC, EDA and Lip-Bu Tan. Based on 2 issues we scanned in the last 6 months, these 12 newsletters cover the most similar ground. The closest match is SemiAnalysis, which also writes about Advanced Packaging and TSMC.
Ranked by topic overlap: newsletters score higher when they share distinctive topics, not just broad ones everyone covers.
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