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 | 145 | Founded | 3 years ago | Last Issue | 2 days ago |
| Active | |||||
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clausaasholm.substack.comLatest Issues
In the eye of the Storm
An update on semiconductor supply-chain earnings to date.
It is the middle of earnings season, and fresh earnings data is piling up on my desk as high as the piles of beets behind the sugar factory across the sound from where I live.
10 Insights from the Semiconductor Supply Chain
Dissecting the current earnings cycle.
If you have been following my posts here on Substack, you will know that I don’t believe “news” is insight.
The Evil Axis
According to the men in Shorts.
You will need to analyse more than the Hyperscaler CapEx to understand the strength of the AI Infrastructure boom.
If you have ever been to a trade show, you know how nice it is to leave. Big box...
Real Men Have Global Fabs
The Transformation of GlobalFoundries from a pure-play foundry to a tech company with fabs.
One of the most consequential statements ever in the history of the semiconductor industry was made at the beginning of the nineties when Jerry San...
WTF is happening in WFE?
An update on the semiconductor tools market.
I can feel it in my bones. Something is underway, and it is not good.
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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Authors
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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