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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
6
1
1
AMD's Bottleneck Guidance?
Supply backlog: Too little, too late?
Nov 5
•
Claus Aasholm
7
1
1
October 2025
Did The Dutch Draw a Line — Or a Bottleneck?
Nexperia Shortage drives fear in the automotive industry.
Oct 28
•
Claus Aasholm
5
2
My Precious - TI’s Love Affair with Inventory.
Is TI turning into the Cult of Semiconductor Inventory?
Oct 24
•
Claus Aasholm
15
1
2
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
3
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
1
2
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
14
1
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
10
4
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
17
2
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
14
2
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