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Finding Something to Bitch About
Men in Shorts and the Nvidia Q1-26 result
Feb 27
•
Claus Aasholm
14
2
1
The Cloudy Semiconductor Market Driver
The Structural Change of the Hyperscalers Infrastructure Investments
Feb 24
•
Claus Aasholm
16
4
1
Time to be The "Unlucky" customer again?
The current state of the of Hybrid Manufacturing Semiconductor Companies
Feb 13
•
Claus Aasholm
10
3
1
Famine: The 3rd Rider of the Apocalypse
A Dive into the Lavish Semiconductor Memory Business of SK Hynix
Feb 7
•
Claus Aasholm
20
6
1
January 2026
The Masters of Narrative Realignment
Intel's tragic loss of Paranoia to Corporate Candyfloss
Jan 30
•
Claus Aasholm
13
1
The Increasing Complexity of the Semiconductor Supply Network
Unpacking the Packaging and PCB materials market insights. More can be learned from the upstream companies in the Semiconductor Supply Network.
Jan 23
•
Claus Aasholm
13
2
The Declining Capacity of TSMC
While the result goes from Stellar to Better, the Wafer Shipments declined as did Capacity.
Jan 16
•
Claus Aasholm
34
1
3
A Colossus on Tiny Silicon Feet
Mind the Gap in Semiconductor Value Add
Jan 7
•
Claus Aasholm
20
5
1
December 2025
The year of the Flock of Black Swans
I got lucky, thanks to you.
Dec 31, 2025
•
Claus Aasholm
25
2
1
Complete: The Deconstruction of a Semiconductor Cycle
What can be learned from the Q3-25 results of the Semiconductor Industry?
Dec 22, 2025
•
Claus Aasholm
1
From a World of Hurt to Vertical Violence
The Micron Memory Revenge Tour of 2026
Dec 19, 2025
•
Claus Aasholm
13
1
The Deconstruction of a Semiconductor Cycle
What can be learned from the Q3-25 results of the Semiconductor Industry?
Dec 16, 2025
•
Claus Aasholm
9
7
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