LAM: What is the KV Cache Hiding?

An analysis of LAM's Q1-2026 result and long term growth prospects

Apr 25 • Claus Aasholm

23

5 Year Contracts in a 5 Hour News Cycle

Do you want that with Memory and Packaged to go?

Apr 9 • Claus Aasholm

25

4

2

An Arm in Every Pie

Except the Most Delicious

Apr 1 • Claus Aasholm

20

1

March 2026

Commodity, Until It Isn’t

Microns Result and The Rapid Transformation of the Semiconductor Memory Market

Mar 23 • Claus Aasholm

37

The Corporate Combover

or an Update of the Semiconductor Tools Market

Mar 16 • Claus Aasholm

17

7

Laminated: The Corporate version of Strategy

or the business of tier 2 Fabless Semiconductor Companies

Mar 9 • Claus Aasholm

20

5

1

February 2026

Finding Something to Bitch About

Men in Shorts and the Nvidia Q1-26 result

Feb 27 • Claus Aasholm

16

2

1

The Cloudy Semiconductor Market Driver

The Structural Change of the Hyperscalers Infrastructure Investments

Feb 24 • Claus Aasholm

18

4

1

Time to be The "Unlucky" customer again?

The current state of the of Hybrid Manufacturing Semiconductor Companies

Feb 13 • Claus Aasholm

10

3

1

Famine: The 3rd Rider of the Apocalypse

A Dive into the Lavish Semiconductor Memory Business of SK Hynix

Feb 7 • Claus Aasholm

20

6

1

January 2026

The Masters of Narrative Realignment

Intel's tragic loss of Paranoia to Corporate Candyfloss

Jan 30 • Claus Aasholm

13

1

The Increasing Complexity of the Semiconductor Supply Network

Unpacking the Packaging and PCB materials market insights. More can be learned from the upstream companies in the Semiconductor Supply Network.

Jan 23 • Claus Aasholm

14

2