Substacks recommended by Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

Recommended by Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

Clarity on the future of connectivity, Cloud, semiconductors, and AI infrastructure. Capital allocation, spectrum policy, and compute economics now define competitive advantage more than marketing cycles or technology.

I highly recommend Sebastian Barros Newsletter. I learn something with every article.

- Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

The Israel Test

By Richard Vigilante

Israel has become the heart of the West. Whether there is to be a "next American century" largely depends on whether the U.S. passes "the Israel Test."

I highly recommend The Israel Test. I learn something with every article.

- Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

George Gilder

Author of twenty books on economics and technology, from Wealth and Poverty (1980) to Life After Google (2018), The Israel Test (2014, 2024) and Life After Capitalism (2024).

I highly recommend George Gilder's work. A gentleman and a scholar.

- Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

Software y Hardware

By Juan C Garces

Esto es "Software y Hardware", donde escribo sobre tecnología, su difusión e impacto para refinar ideas, aportar perspectiva y generar mejores decisiones.

I highly recommend Software y Hardware. I learn something with every article.

- Dr. Robert Castellano's Semiconductor Deep Dive Newsletter