A Colossus on Tiny Silicon Feet

Mind the Gap in Semiconductor Value Add

Jan 7 • Claus Aasholm

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December 2025

The year of the Flock of Black Swans

I got lucky, thanks to you.

Dec 31, 2025 • Claus Aasholm

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Complete: The Deconstruction of a Semiconductor Cycle

What can be learned from the Q3-25 results of the Semiconductor Industry?

Dec 22, 2025 • Claus Aasholm

From a World of Hurt to Vertical Violence

The Micron Memory Revenge Tour of 2026

Dec 19, 2025 • Claus Aasholm

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The Deconstruction of a Semiconductor Cycle

What can be learned from the Q3-25 results of the Semiconductor Industry?

Dec 16, 2025 • Claus Aasholm

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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, 2025 • 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, 2025 • 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, 2025 • Claus Aasholm

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AMD's Bottleneck Guidance?

Supply backlog: Too little, too late?

Nov 5, 2025 • 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, 2025 • 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, 2025 • Claus Aasholm

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One Peak short of Twin Peaks

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

Oct 22, 2025 • Claus Aasholm

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