Semiconductor Business Intelligence
Claus AasholmIf your business or portfolio depends on semiconductors, you must know the supply chain dynamics: "Your future might be somebody's past!" Get one deep analysis a week of a key company or sector of the semiconductor supply chain.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 106 | Subscribers | Read | clausaasholm.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Circular Collapse Cult has Converted to Cudaism
Nvidia has reported, and the AI Balloon stays inflated for now. The company is rapidly transforming further away from the mold of a semiconductor company.
The Silent Rotation Inside the Datacenter
The underlying shifts in the Datacenter Processing Market become visible as the GPU revenue growth takes a break.
AMD's Bottleneck Guidance?
Supply backlog: Too little, too late?
Did The Dutch Draw a Line — Or a Bottleneck?
Nexperia Shortage drives fear in the automotive industry.
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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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