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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
14
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
13
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
13
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
14
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
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…
Aug 5
•
Claus Aasholm
5
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…
Jul 28
•
Claus Aasholm
16
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…
Jul 23
•
Claus Aasholm
10
The Next Modest Chapter in the TSMC Chronicles
Towards the half-trillion US Dollar in Revenue for the pride of Silicon Island.
Jul 18
•
Claus Aasholm
15
2
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