Semiconductor Business Intelligence

Semiconductor Business Intelligence

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February 2025

The Server Company Formerly known as "Chip"
Nvidia's Q1-2025 Result and Its Impact on the Semiconductor Industry. If you believe Nvidia is still a chip company, you will have to accept one hell of…
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Claus Aasholm
1
Embargoes and Other Growth Strategies
Status of the Semiconductor Tool market. Despite increased embargoes, the tool companies delivered a strong Q4. While CEOs are talking about a flat…
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Claus Aasholm
The Semiconductor tide is not lifting all boats
The Depressing State of the Hybrid Semiconductor Manufacturing Companies. With Q1 -25 guidance down, not event the Chief Excitement Officers believe…
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Claus Aasholm
1
The Untangling of Intel's Value Triad.
Intel's new strategy is beginning to become apparent. Hints were dripping out of the corporate script, and the new path could make Intel more valuable…
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Claus Aasholm

January 2025

The Chips Act's second act
ASMLs Q4-24 result and what it reveals about the Semiconductor Industry. The construction of fab shells are coming to an end as the concrete shrines are…
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Claus Aasholm
The Newfound Ambition of SK Hynix
Is it possible to exit the Memory Rollercoaster? SK Hynix is planning to jump off while at the top. The plan is to expand the HBM moat more rapidly than…
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Claus Aasholm
Stargate
The Powerbrokers and the Business Case. For a project that is supposed to be a Sovereign AI project to promote US interests, there are surprisingly many…
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Claus Aasholm
The Formation of a Semiconductor Supercycle.
TSMCs Stellar Result and What It Means to the Semiconductor Industry
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Claus Aasholm
Wafer Workshops are Waiting for the Wave
The people in the Blank Wafer companies sit in front of Bloomberg TV, wondering what is happening. They have watched Nvidia grow over 300% since the…
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Claus Aasholm
Update on Samsung Guidance
The Samsung revenue miss is likely great news for SK Hynix Investors. While the impact might not be immediate, Nvidia has already placed orders for $20…
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Claus Aasholm
2
Tool Jockeys are receiving Kit
A good quarter for the Semiconductor Tool companies was talked down. Soft markets and plenty of uncertainties were highlighted in the investor…
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Claus Aasholm
2
© 2025 Claus Aasholm
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