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January 2025

The Chips Act's second act
ASMLs Q4-24 result and what it reveals about the Semiconductor Industry. The construction of fab shells are coming to an end as the concrete shrines are…
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Claus Aasholm
The Newfound Ambition of SK Hynix
Is it possible to exit the Memory Rollercoaster? SK Hynix is planning to jump off while at the top. The plan is to expand the HBM moat more rapidly than…
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Claus Aasholm
Stargate
The Powerbrokers and the Business Case. For a project that is supposed to be a Sovereign AI project to promote US interests, there are surprisingly many…
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Claus Aasholm
The Formation of a Semiconductor Supercycle.
TSMCs Stellar Result and What It Means to the Semiconductor Industry
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Claus Aasholm
Wafer Workshops are Waiting for the Wave
The people in the Blank Wafer companies sit in front of Bloomberg TV, wondering what is happening. They have watched Nvidia grow over 300% since the…
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Claus Aasholm
Update on Samsung Guidance
The Samsung revenue miss is likely great news for SK Hynix Investors. While the impact might not be immediate, Nvidia has already placed orders for $20…
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Claus Aasholm
2
Tool Jockeys are receiving Kit
A good quarter for the Semiconductor Tool companies was talked down. Soft markets and plenty of uncertainties were highlighted in the investor…
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Claus Aasholm
2

December 2024

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
© 2025 Claus Aasholm
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