The Hybrid Semiconductor Conundrum

The only thing that is growing is the multiples.

May 28 • Claus Aasholm

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The Semiconductor Market Overview Part 2

Supply, Demand and the Future Q4-2025 Semiconductor Market: China's Advancing Independence, Global Supply Constraints, and the Road Ahead

May 19 • Claus Aasholm

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The Semiconductor Industry Overview, Q4-25

The Split Supercycle: How AI Drove 116% Semiconductor Revenue Growth While the Supply Chain Gained Just 3%

May 12 • Claus Aasholm

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Lunacy in the Cloud with Diamonds

Entering the age of the White Album. Hyperscaler CapEx Hits $300B in 2026: Cloud Revenue at 33% Growth and Memory Replaces GPU as the New Bottleneck

May 5 • Claus Aasholm

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April 2026

A journey Into The Eighties

The Midas result of SK Hynix SK Hynix Q1-2026 Results: HBM Dominance, Record Gross Margins, and the Midas Touch of the Memory Supercycle

Apr 30 • Claus Aasholm

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LAM: What is the KV Cache Hiding?

An analysis of LAM's Q1-2026 result and long term growth prospects Lam Research Q1-2026: How KV Cache Architecture Is Reshaping Etch Equipment Demand…

Apr 25 • Claus Aasholm

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5 Year Contracts in a 5 Hour News Cycle

Do you want that with Memory and Packaged to go? Strategic Customer Agreements in DRAM: How 5-Year Memory Supply Contracts Are Ending Commodity Pricing

Apr 9 • Claus Aasholm

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An Arm in Every Pie

Except the Most Delicious ARM Holdings: Merchant CPU Launch, Royalty Revenue Surge, and the Calculated Push Into x86-Dominated Data Centers

Apr 1 • Claus Aasholm

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March 2026

Commodity, Until It Isn’t

Microns Result and The Rapid Transformation of the Semiconductor Memory Market Micron's Strategic Customer Agreements, DRAM Gross Margin Expansion, and…

Mar 23 • Claus Aasholm

37

The Corporate Combover

or an Update of the Semiconductor Tools Market. Semiconductor Equipment Market 2026: ASML, Lam Research, and Applied Materials in the AI and China Tool…

Mar 16 • Claus Aasholm

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Laminated: The Corporate version of Strategy

or the business of tier 2 Fabless Semiconductor Companies

Mar 9 • Claus Aasholm

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February 2026

Finding Something to Bitch About

Men in Shorts and the Nvidia Q1-26 result

Feb 27 • Claus Aasholm

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