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The Masters of Narrative Realignment
Intel's tragic loss of Paranoia to Corporate Candyfloss
Jan 30
•
Claus Aasholm
10
1
The Increasing Complexity of the Semiconductor Supply Network
Unpacking the Packaging and PCB materials market insights. More can be learned from the upstream companies in the Semiconductor Supply Network.
Jan 23
•
Claus Aasholm
13
2
The Declining Capacity of TSMC
While the result goes from Stellar to Better, the Wafer Shipments declined as did Capacity.
Jan 16
•
Claus Aasholm
32
1
3
A Colossus on Tiny Silicon Feet
Mind the Gap in Semiconductor Value Add
Jan 7
•
Claus Aasholm
20
5
1
December 2025
The year of the Flock of Black Swans
I got lucky, thanks to you.
Dec 31, 2025
•
Claus Aasholm
25
2
1
Complete: The Deconstruction of a Semiconductor Cycle
What can be learned from the Q3-25 results of the Semiconductor Industry?
Dec 22, 2025
•
Claus Aasholm
From a World of Hurt to Vertical Violence
The Micron Memory Revenge Tour of 2026
Dec 19, 2025
•
Claus Aasholm
13
1
The Deconstruction of a Semiconductor Cycle
What can be learned from the Q3-25 results of the Semiconductor Industry?
Dec 16, 2025
•
Claus Aasholm
9
7
The end of the 2026 Semiconductor Cycle
The Samsung Tea leaves does not bring good news for the Semiconductor Industry. It is time to brace for impact.
Dec 3, 2025
•
Claus Aasholm
12
3
1
November 2025
The Circular Collapse Cult has Converted to Cudaism
Nvidia has reported, and the AI Balloon stays inflated for now. The company is rapidly transforming further away from the mold of a semiconductor…
Nov 24, 2025
•
Claus Aasholm
15
2
1
The Silent Rotation Inside the Datacenter
The underlying shifts in the Datacenter Processing Market become visible as the GPU revenue growth takes a break.
Nov 11, 2025
•
Claus Aasholm
17
1
1
AMD's Bottleneck Guidance?
Supply backlog: Too little, too late?
Nov 5, 2025
•
Claus Aasholm
8
1
1
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