Semiconductor Business Intelligence
Claus AasholmAnalysing the business of semiconductors, the supply chain and the ecosystem. Are the up and downstream ripples in the semiconductor supply chain important for your business? Hire us to avoid surprises. Your future might be somebody else's past.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 40 | Subscribers | Read | clausaasholm.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The AI Memory Moat
SK Hynix is the undisputed leader in High Bandwith Memory, and its success in the AI market is changing the company. The HBM share of DRAM revenue will increase to 40% next quarter, making the company more resilient to the down cycle.
The last IDM?
Is a Lone Star born? TI is transforming, and it looks increasingly like the company is pursuing a full-blown IDM model. I thought IDM star formation was over in the Semiconductor Galaxy.
Leading or Bleeding Edge?
TSMCs Q3 result is terrible news for Intel and Samsung. While the 3nm technology is driving revenue, it also drives costs. Leading edge technologies are born bleeding edge technologies
The end of the AI revolution is near!
According to ASML stock squatters. The equation is simple: the AI revolution hinges on 3 Foundries and three memory companies that all buy their Lithography tools from ASML. If you like Microsoft, Tesla, Google, Meta, Amazon, and OpenAI bel...
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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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