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Is Nvidia hitting the Ceiling?
Despite a few interesting developments, the Wall Street response to the Q4-24 result has been underwhelming. Analysts are used to Nvidia adding another…
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Claus Aasholm
More Semi Dollars without Collars
The semiconductor industry associations warn about the lack of talent in the industry, yet semiconductor companies have not added meaningful headcount…
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Claus Aasholm
The Immense Changes in the Semiconductor Industry.
On the surface, the semiconductor industry is deep into what looks like a normal upcycle, but there is nothing normal about this cycle. This could be…
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Claus Aasholm
2
Small Yard, Even Higher Fence.
The new embargoes are further going to crippling China’s AI and Semiconductor Dream. Expanded to high-bandwidth memory manufacturing technology…
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Claus Aasholm
2
Marvells Transformation into an AI Company
Strong revenue growth, with Special Charges raining on the parade. The company is no longer pretending to be multidivisional. No more waiting for the…
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Claus Aasholm

November 2024

Nvidia's Enterprise Segment
As Nvidia continues to churn impressive results, the company is hunting for more than cloud customers. The enterprise segment will pose a more…
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Claus Aasholm
3
The AI Academy Awards
Who wins a Jensen? Nvidias quarterly investor call has turned into an award ceremony with many nominees. Does the name-dropping mean anything? Is it…
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Claus Aasholm
2
Signs of Life Outside Artificial Intelligence?
A Review of the Semiconductor Foundry Market (Q3-24). The supply chain is whispering. There are signs of recovery in most markets in the Semiconductor…
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Claus Aasholm
The Semiconductor Workhorses
When will they soon see green pastures again? In the shadows of the AI revolution and Nvidia's meteoric rise, hybrid manufacturing semiconductor…
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Claus Aasholm
It begins and ends in the USA
The AI Server Migration Caravan is necessary for the AI revolution as the chipmaking and manufacturing technologies are concentrated in a small area of…
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Claus Aasholm
The Corporate Sandwich Model
What is the filler in Intel's Q3-24 communication sandwich? Between the lovely pieces of optimistic bread was a tall stack of different fillings. We…
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Claus Aasholm
3

October 2024

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