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 | 130 | Founded | 3 years ago | Last Issue | 13 days ago |
| Active | |||||
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clausaasholm.substack.comLatest Issues
The Hybrid Semiconductor Conundrum
The only thing that is growing is the multiples.
The last few months have been pretty insane for a semiconductor analyst, as the large AI companies have offloaded their massive results on the market.
The Semiconductor Market Overview Part 2
Supply, Demand and the Future
Q4-2025 Semiconductor Market: China's Advancing Independence, Global Supply Constraints, and the Road Ahead
The relentless news stream in the semiconductor industry is relentlessly challenging my 2025-Q4 over...
The Semiconductor Industry Overview, Q4-25
The Split Supercycle: How AI Drove 116% Semiconductor Revenue Growth While the Supply Chain Gained Just 3%
Many of you will know my story and decision to fly solo with Semiconductor Business Intelligence was rooted in frustration. A decade...
Lunacy in the Cloud with Diamonds
Entering the age of the White Album.
Hyperscaler CapEx Hits $300B in 2026: Cloud Revenue at 33% Growth and Memory Replaces GPU as the New Bottleneck
While I am old, it is not so bad that I grew up in the glory days of the Fab Four from Li...
A journey Into The Eighties
The Midas result of SK Hynix
SK Hynix Q1-2026 Results: HBM Dominance, Record Gross Margins, and the Midas Touch of the Memory Supercycle
I am back from the Alps, and my pulse is slowly approaching hillbilly level again. While Zurich is no...
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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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