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 | 58 |
| Subscribers | Read | clausaasholm.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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 being filled with expensive toys. It is time for a deeper dive into ASMLs result
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 the competitors can follow and capture the next long term HBM contract from Nvidia.
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 foreign companies amongst the powerbrokers and their networks. Also, the founder's abil...
The Formation of a Semiconductor Supercycle.
TSMCs Stellar Result and What It Means to the Semiconductor 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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