I'd pay for something that was 'SemiAnalysis, but high quality'. Perhaps that's getting too much into insider territory?
Depends on what you're looking for. In a previous life we subscribed to some semiconductor analysis pubs that we're insanely deep dives into the industry. But they weren't so much technical deep dives as stuff a industry sector trader wants to know. And AFAIK they were very, very expensive.
“Phoronix, but high quality” would also be great.
People kept asking if they could pay for AnandTech, and they said “we'll think about it” for years until they shut down instead because it was financially unsustainable.