About me
I have lived my adult life in the semiconductor industry and held several leadership positions in different business areas.
When I was young, companies in the industry designed, manufactured and sold Integrated devices under their brands. As Jerry Sanders of AMD said: “Real men have fabs”.
The industry followed the Semiconductor boom and bust cycles, and navigating strategies and growth initiatives was relatively simple.
Since then, the industry has become insanely complex, accelerating with AI's emergence.
After doing odd market analyses and teaching strategy at business schools, I now spend all my time making sense of the industry and the supply chain.
My Principles
I have shares in almost all companies I write about, but I am a long-term investor and do not talk companies up or down.
I call it as I see it. I am sometimes wrong, but I am always honest.
I am curious and driven by a need to understand what goes on.
I see the Semiconductor supply chain as a Time Machine, and I know that before something happens, something else happens.
If you need a more extensive analysis, contact me at Semiconductor Business Intelligence
The next ripple is coming to you.
Observing ripples that propagate upstream or downstream in the supply chain can predict many “surprises” in the semiconductor industry.
Issues in the deep semiconductor chain create a supply ripple, while changes in consumer or business confidence create a demand ripple.
In the semiconductor industry, supply and demand are like two high-speed trains traveling in opposite directions—they are only briefly aligned.
We monitor all levels of the supply chain and the end market demand to generate insights for your strategy formulation.
“Your future might be somebody else’s past.”
Consider supporting my work by subscribing to my My Blog
I have an opinion like everybody else, but I must put that aside for a proper analysis.
My consultancy work and blog posts always start with data collection, followed by analysis. Analysis is a sense-making process that always leads to more data collection and analysis, but the pen needs to come to paper at a certain point.
This is not a daily newsletter. I post a deep analysis once every 5-7 days, with the occasional short-form post if something important happens.
My cycle is the quarter, so I will get around many topics that uncover the current state.
I will cover Semiconductor Tools, Materials and Foundry at least once during the quarter.
Whatever is surprising, up or down, that materially impacts the industry will be covered.
Nvidia and the AI revolution are redefining the industry and will be covered more than once.
Intel and other companies in trouble are also on the agenda.
Embargoes, subsidies and other drivers impacting the industry will be covered as soon as possible as they profoundly shape the industry.
Every once in a while, I will make my data sets available to my subscribers, and if you choose to become a founding member, you can influence my editorial plans and fulfill special data requests.
