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 • 

Claus Aasholm

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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 • 

Claus Aasholm

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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 • 

Claus Aasholm

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AMD's Bottleneck Guidance?

Supply backlog: Too little, too late?

Nov 5 • 

Claus Aasholm

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October 2025

Did The Dutch Draw a Line — Or a Bottleneck?

Nexperia Shortage drives fear in the automotive industry.

Oct 28 • 

Claus Aasholm

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My Precious - TI’s Love Affair with Inventory.

Is TI turning into the Cult of Semiconductor Inventory?

Oct 24 • 

Claus Aasholm

16

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One Peak short of Twin Peaks

What did the TSMC Q3-2025 result reveal about the Semiconductor market?

Oct 22 • 

Claus Aasholm

14

3

Not All Light Travels West

The Chinese filled the EUV Void of ASML when needed the most.

Oct 16 • 

Claus Aasholm

13

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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

17

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

16

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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

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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

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