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September 2024

The sign of the timing
Intel's mid-quarter update is not a good sign. It primarily represented significant changes to Intel's strategy that should have been presented more…
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Claus Aasholm
2
Serving their AI Masters
The Impact of the AI Revolution on the Server Manufacturers. With flattish revenue and profits, the Server companies seem to gain little from the AI…
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Claus Aasholm
1
Business will find a way
This is an overview of the Semiconductor tools market, embargoes, and other fun stuff. The embargoes trying to prevent China from getting access to…
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Claus Aasholm
Pulled out of the Black Well
Despite a severe setback, Nvidia pulled it off again and delivered a result above guidance. Apart from a strong rebound of the embargoed China business…
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Claus Aasholm
8

August 2024

The State of The Foundry market
The Q2-24 results are in, and it is time to dig for Insights into the foundry market. To nobody's surprise, TSMC is still dominating all areas of the…
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Claus Aasholm
2
OMG, It's alive!
A Post-AI-ROI-Panic Overview of the Data Center Processing Market. A journey up and downstream the AI semiconductor supply chain can give insights into…
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Claus Aasholm
2
Intel's death spiral took another turn
Does this justify the widespread Intel bashing? Intel management has shown that it is willing and able to take tough decisions that will face…
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Claus Aasholm
4

July 2024

TSMC's business update and launch of a new Strategy
What looks like a modest market expansion strategy is all but modest. TSMC is setting up shop to cover the needs of all its AI GPU clients, Nvidia…
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Claus Aasholm
Has ASML Reached the Great Wall of China?
ASML has depleted the Chinese backlog, and is facing new export restrictions that can further damage the Chinese business. With 49% of all Semiconductor…
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Claus Aasholm
Will Semiconductor earnings live up to the Investor hype?
The state of the Semiconductor Industry before the earnings season. We are sharing the available information available before the Q2-24 earnings season
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Claus Aasholm
2
What if China doesn't want TSMC's factories but wants to take them out?
What is supposed to be deterrence could be a strategic advantage for China. The "Three Reunifications Scenario" explores a potential destructive avenue…
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Claus Aasholm
13
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