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Thriving or surviving?
In the shadows of TSMC, the other foundries are hard to find. While TSMC accounts for 70% of the revenue, there are insights to be uncovered when…
Oct 13
•
Claus Aasholm
9
The Tool Cool Trade Winds
The Semiconductor tool markets provide insights into the future of the Semiconductor industry, and it is windy.
Oct 7
•
Claus Aasholm
15
1
September 2025
The Next Imbalance in Markets Caused by Semiconductors
The Memory market is moving from heated to hotter and some end products are being fried.
Sep 27
14
1
Would You Like to Get Access to My Data?
First of all, thank you for being a subscriber of my blog and thanks to all of you that are encouraging me to continue by liking and sharing my posts.
Sep 25
•
Claus Aasholm
10
4
Intel got Everything Except what it Really Wanted.
..and what the media really wanted to talk about regarding the deal with Nvidia. Nvidia got what it wanted the most, and it was not a stake in Intel…
Sep 19
•
Claus Aasholm
17
The Evolving Datacenter Compute Market
Will Nvidia be outcompeted by its customers? Can the Green Giant coexist with the emerging accelerator architectures? Is the AI revolution over?
Sep 17
•
Claus Aasholm
14
The Reshaping of the Server Market and Manufacturing
The Current Strength of the AI Revolution - Part Two. Investigating the ever-increasing complex business of the branded servers and their manufacturing…
Sep 10
•
Claus Aasholm
16
The Current Strength of the AI revolution
A dive into the moving parts of the AI supply Chain.
Sep 3
•
Claus Aasholm
11
August 2025
Update on Intel Headcount
HR is back from vacation, and the number of open jobs has increased by 53% over the last 5 weeks. The new strategy is surfacing.
Aug 27
•
Claus Aasholm
13
The First Canary in the Hybrid Semiconductor Coal Mine
Despite a good result, it seemed like ADI was pulling "An Epstein". Why did the CEO want to focus on a subset of a division in the investor call? Was…
Aug 23
•
Claus Aasholm
15
Subscription price change.
If you consider a subscription to Semiconductor Business Intelligence, please act now.
Aug 14
•
Claus Aasholm
6
The Warehouse was our Main Customer
The result and guidance of the Hybrid Semiconductors suggest the most prolonged downturn is over, and it is time for an upcycle. While the Q2-25 growth…
Aug 13
•
Claus Aasholm
11
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