The Semiconductor Business will find a way!

The Semiconductor Business will find a way!
by Claus Aasholm on 09-09-2024 at 6:00 am

Endless Loop of Sanctions rotates while China buys more

Embargoes and other fun stuff in the Semiconductor Tools Market

While this post dives into the semiconductor tool market’s Q2 data, it is also about the senseless embargo game currently in place. The post illustration shows what my notebooks look like as embargoes enforce what they are supposed to suppress and are replaced… Read More


Nvidia Pulled out of the Black Well

Nvidia Pulled out of the Black Well
by Claus Aasholm on 09-03-2024 at 6:00 am

Nvidia Pulled the Quarter out of the Well

Despite a severe setback, Nvidia pulled it off once again

There have been serious concerns about the ROI on AI and yield problems with Blackwell, but Nvidia pulled it off again and delivered a result significantly above guidance.

Beating the revenue guidance of $28B with 2B$ to just above 30B$, representing 15% QoQ and a 122% YoY … Read More


A Post-AI-ROI-Panic Overview of the Data Center Processing Market

A Post-AI-ROI-Panic Overview of the Data Center Processing Market
by Claus Aasholm on 08-11-2024 at 8:00 am

Datacenter Supply Chain 2024

With all the Q2-24 results delivered, it is time to remove the clouds of euphoria and panic, ignore the performance claims and the bugs, and analyse the Data Center business, including examining the supply chain up and downstream. It is time to find out if the AI boom in semiconductors is still alive.

We begin the analysis with the … Read More


Intel’s Death Spiral Took Another Turn

Intel’s Death Spiral Took Another Turn
by Claus Aasholm on 08-04-2024 at 8:00 am

Intel Death Sprial 2024

Does this justify the widespread Intel bashing?
The latest Intel earnings release was another sharp and deeper turn into the company’s death spiral. On the surface, it is just a whole load of bad news, and the web has been vibrating with Intel bashing since the release.

So what are the facts?
From a revenue perspective, Intel was inside… Read More


Has ASML Reached the Great Wall of China

Has ASML Reached the Great Wall of China
by Claus Aasholm on 07-19-2024 at 6:00 am

ASML Holdings 2024

Is it time to abandon the ASML stock?

The first tool company to report Q2-24 results is ASML, and the lithography leader delivered a result above the guidance of EUR5.95B. Revenue of EUR6.242B is 4.9% above guidance and 18% above last quarter’s result of EUR5.29B.

Both operating profit and gross profit grew but not to the level of … Read More


Will Semiconductor earnings live up to the Investor hype?

Will Semiconductor earnings live up to the Investor hype?
by Claus Aasholm on 07-10-2024 at 10:00 am

NVIDIA Fastest Growing Semiconductor company

The state of the Semiconductor Industry before the earnings season. This post will give the industry’s status before the results are revealed. We are sharing the information available.

The first Q2 swallows
A few companies with quarters not aligned to calendar quarters have reported. Nvidia was slightly ahead of expectations,… Read More


Blank Wafer Suppliers are not Totally Blank

Blank Wafer Suppliers are not Totally Blank
by Claus Aasholm on 06-09-2024 at 8:00 am

Sand to Semiconductors

AI requires more Silicon capacity
Deep in the supply chain, some wizards turn sand into perfect diamond-structured crystal disks of silicon, which are necessary for the entire semiconductor supply chain.

They are part of the semiconductor supply chain, making Silicon Sand almost a thousand times more valuable.

The glimmer … Read More


What’s all the Noise in the AI Basement?

What’s all the Noise in the AI Basement?
by Claus Aasholm on 06-05-2024 at 8:00 am

Nvidia is HUGE 2024

My dog yawns every time I say Semiconductor or Semiconductor Supply Chain. Most clients say, “Yawn…. Don’t pontificate – pick the Nasdaq winners for us!”

Will Nvidia be overtaken by the new AI players?

If you follow along with me, you might gain some insights into what is happening in AI hardware. I will leave others to do the… Read More


Ncredible Nvidia

Ncredible Nvidia
by Claus Aasholm on 05-24-2024 at 8:00 am

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This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our… Read More


Tools for Chips and Dips an Overview of the Semiconductor Tools Market

Tools for Chips and Dips an Overview of the Semiconductor Tools Market
by Claus Aasholm on 05-15-2024 at 7:00 am

Chips and Dips 2024

From humble beginnings in military applications, the semiconductor industry has been fundamental to all societal growth, and everything that grows exponentially depends on semiconductors.

It is not a gentle industry. Products over two years old are unsellable, and there is either too much supply or none. Semiconductor scarcity… Read More