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Bleak Blue Badges
The Ex, Soon to be Ex, the Survivors and the Future employees of Intel. While the Intel job shedding began in 2023, it became a seasonal event in 2024…
Jul 28
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Claus Aasholm
12
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Bleak Blue Badges
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The Outline of an Upturn.
It is just words, but words matter! Texas Instruments reports the Q2-25 result, and the Analyst did not like the "tone" of the call. Does the…
Jul 23
•
Claus Aasholm
9
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Semiconductor Business Intelligence
The Outline of an Upturn.
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The Next Modest Chapter in the TSMC Chronicles
Towards the half-trillion US Dollar in Revenue for the pride of Silicon Island.
Jul 18
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Claus Aasholm
14
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Semiconductor Business Intelligence
The Next Modest Chapter in the TSMC Chronicles
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“It’s a riddle wrapped in a mystery inside an enigma…
Uncovering the Chinese Semiconductor Market
Jul 14
•
Claus Aasholm
10
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Semiconductor Business Intelligence
“It’s a riddle wrapped in a mystery inside an enigma…
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One in a Million
People used to be our greatest strength. At least before the Chips Act and other government interventions changed the industry.
Jul 7
•
Claus Aasholm
24
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One in a Million
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Born on the 4th of July
Micron's American Dream
Jul 4
•
Claus Aasholm
14
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Born on the 4th of July
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June 2025
The Latest Drivers and Trends in the Semiconductor Tools Market
Everything in the semiconductor industry begins with a tool, so the business of Semiconductor Tools is a window into the future of Semiconductors. Read…
Jun 23
•
Claus Aasholm
11
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Semiconductor Business Intelligence
The Latest Drivers and Trends in the Semiconductor Tools Market
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Tales From Nvidia's Backyard
How deep are the roots of the AI revolution? The CapEx increases, but Nvidia's stock price is flatlining. How strong is the business and its prospects.
Jun 17
•
Claus Aasholm
11
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Semiconductor Business Intelligence
Tales From Nvidia's Backyard
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Semiconductor Match stats just before the bell
No effect of the tariff liver punch yet, but soon the new trade "policies", will have an impact. The baseline growth numbers for Q1-25 are available
Jun 11
•
Claus Aasholm
11
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Semiconductor Business Intelligence
Semiconductor Match stats just before the bell
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Should somebody have cried Wolf?
Tik, Tok, Tik Tok, SIC SUCK. The end of Wolfspeeds massive bet.
Jun 3
•
Claus Aasholm
9
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Semiconductor Business Intelligence
Should somebody have cried Wolf?
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1
Nvidia's Next Strategic Power Move is Now Visible
The Nvidia result was dominated by the impact of China's embargoes, but could not hide the new development.
Jun 1
•
Claus Aasholm
16
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Semiconductor Business Intelligence
Nvidia's Next Strategic Power Move is Now Visible
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May 2025
The Upturn or Another Ski Jumping Hill?
The semiconductor companies with a hybrid manufacturing model are guiding up. Is this finally the long-awaited and delayed upturn, or is it another Ski…
May 22
•
Claus Aasholm
14
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Semiconductor Business Intelligence
The Upturn or Another Ski Jumping Hill?
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