If your business or portfolio depends on semiconductors, this is the one weekly analysis, backed by 130+ deep dives into companies, sectors, and events, that tells you where supply and demand are heading before it hits the headlines.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 136 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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clausaasholm.substack.comLatest Issues
The State of the Hybrid Semiconductor Companies
Is the AI business killing succession planning?
One of the foundational principles of my work is to never use insider information. It is not only because it is a requirement of my clients in the financial community, but also because I gene...
The Transformation of the Semiconductor Assembly and Test Business
TSMC is sharing the wealth for good reason
As my unfortunate corporate friends have once again resisted the temptation to stay on vacation forever and are returning to the hamster wheel, I have had much time to reflect on my professional j...
The Formation of AI Chaebols
Cloudnomics is Evolving from From Circular Deals to Chaebols
The fields of Lolland are now being harvested. The white gold is still in the ground, with lush green tops pointing to a good sugar harvest, but the wheat and barley are now in t...
Prepare for More Memory Pricing Pain
No Line of Sight to Memory Market Equilibrium Micron's results ended the illusion that memory pricing was near its maximum. Micron declared it had no line of sight to a memory market equilibrium.
After a sabbatical shorter than a Trump sil...
Don't Just Buy What is There
The Nvidia journey from a Device Company to a Supply Chain Giant
Three years ago, I had my last break.
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The writers behind this newsletter.
Spending my time dissecting the state of the semiconductor industry and the semiconductor supply chain one bit at a time. The Semiconductor supply chain works as a time machine: "Your future might be somebody else's past."
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