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 | 140 | Founded | 3 years ago | Last Issue | 2 days ago |
| Active | |||||
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clausaasholm.substack.comLatest Issues
Semiconductor Supply Chain on the Edge?
The Semiconductor Supply Chain Update for Q2-2026
The Q2-2026 semiconductor earnings rush is long gone, and even the laggards have now reported in their first Q3-2026 earnings calls. It is time to get a grip on what is going on in the semi...
The Brightest Star of the Constellation
Is Samsung Electronics Heading for a Break-up? " People are our greatest strength" should be replaced with "People are our Greatest Glue," and the glue is gone at Samsung.
When I was a young lad and, by chance, ended up in the Semiconducto...
The Comms Company Formerly Known as Broad
AI Business the Hard Way. Broadcom takes over as Google lose interest in owning Anthropic infrastructure. Owning Chip IP is a better deal.
When I saw Broadcom's new business model, I initially thought it would be hard, but that is not an...
The 8 Dimensions of Nvidia’s Strategy
New Enemies Emerge as AI War Moves Up The Stack
At the beginning of the millennium, something strange began to happen to me. It began gradually like simmering popcorn. A pop. What was that? Then another. Within a short while, it was imposs...
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...
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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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