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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…
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Claus Aasholm
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Claus Aasholm
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…
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Claus Aasholm
On a New Path or More of the Same?
Despite Billions in investments, onsemi is back to where it began the Cycle from a profit perspective. The guidance is weaker than the CEO's confidence…
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Claus Aasholm
1

July 2025

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…
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Claus Aasholm
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…
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Claus Aasholm
The Next Modest Chapter in the TSMC Chronicles
Towards the half-trillion US Dollar in Revenue for the pride of Silicon Island.
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Claus Aasholm
2
“It’s a riddle wrapped in a mystery inside an enigma…
Uncovering the Chinese Semiconductor Market
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Claus Aasholm
One in a Million
People used to be our greatest strength. At least before the Chips Act and other government interventions changed the industry.
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Claus Aasholm
Born on the 4th of July
Micron's American Dream
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Claus Aasholm
2

June 2025

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