Claus Aasholm @clausaasholm
Digging semiconductor and tech data for evidence based management and strategies. Copenhagen Joined November 2009-
Tweets15K
-
Followers5K
-
Following5K
-
Likes392
The sniper rifle has been put away. As of the end of this month, the US government is significantly tightening the control of advanced computing and semiconductor manufacturing technology. High bandwidth memory features prominently, as does the advanced packaging of HBM and…
The AI revolution has made the semiconductor industry's demand equation less dependent on consumer sentiment. This can dramatically change the semiconductor's four-year boom-and-bust cycle, during which we collectively make the same mistakes as the last cycle, laying the…
The first stage of Nvidia's impressive growth journey has been fuelled by the AI training needs of Cloud companies and AI Natives like OpenAI. While the AI investment commitments from the cloud companies remain strong, Nvidia is looking to develop more income streams. Given the…
The semiconductor industry simmers and bubbles. The demand is shifting rapidly to data centre CapEx while the supply chain is trying to catch up. From one semiconductor cycle to many. From a complex supply chain to an even more complex supply chain. I will present my analysis at…
If you think it is irrelevant to be mentioned on an investor call, you should talk to Samsung. They were not mentioned in the Nvidia Investor Call, while their two main competitors, SK Hynix and Micron, were. Jensen was immediately confronted with the omission: "Nvidia is…
There is no company name-dropping in most investor calls in the Semiconductor industry except for competitor names. Information about suppliers and customers can be sensitive, and in general, it is not shared. However, a graphics gaming company changed that right before becoming…
Despite responding to the market downturn by cutting CapEx investments, semiconductor foundries had to fight over fewer orders while more capacity came online. The capacity is growing at 8%, similar to the current average global semiconductor market growth. The problem is the…
The supply chain is whispering while accelerated computing continues dominating the Semiconductor industry after Nvidia's release. The Hybrid Semiconductor companies dependent on the Industrial, Automotive and Communications markets guided Q4 revenue down collectively. But now…
To get a quick overview of Hybrid Semiconductors' current and future fab capacity, I use the Meteor Chart (which I call the Fireworks chart in better times). It shows the distance travelled in a year regarding the financial value of the capacity (Property, plant, and equipment)…
Like a slow rollercoaster, the Semiconductor industry moves in four-year cycles. The cycle length is more or less constant, but the timing of cycles is different in each industry subsector. While Nvidia will report on its own upcycle tomorrow, the Hybrid Semiconductor Companies…
One of my favourite Buffett quotes is: “Only when the tide goes out do you learn who has been swimming naked.” While none of the Semiconductor companies using hybrid manufacturing has been swimming naked, some are now revealing the colour of their bathing suits. It is not…
"Never waste a good crisis!" Hybrid semiconductor companies serving broader markets, such as automotive and industrial, must maintain faith in their business and manufacturing models. While it is easy to invest in upturns, investments in the downturn often create the foundation…
In the shadows of the AI revolution and Nvidia's meteoric rise, the Semiconductor Workhorses are still stuck in the downcycle that has lasted 8 quarters. What looked like a turning point was shot down by the Q4 guidance that will mark a new low point. These companies use the…
Investigating the CapEx of large cloud companies gives good insight into the near-term future of the Data centre capacity. Still, it is possible to look even deeper into the future. Investigating gross property, plant, and equipment in the balance sheet shows the share of…
Despite worries about diminishing returns on large LLM's the cloud companies will continue to increase CapEx investments in Q4-24 and into 2025. That is if you believe in investor communication from large cloud companies. Another question is whether accelerated computing is…
Since the last "normal" Semiconductor quarter in Q2-23, the top 5 Cloud owners have spent an additional $70B on CapEx or about the same as Nvidia's combined revenue has grown. With the recent news/research/noise of a diminishing return on even Larger LLMs (eLLLMs?), it is…
There is more business data than ever, but most of this data does not generate insights. It is like we got more hay on top of the same amount of needles. I am fascinated by stories told with data, and each blog post requires data collection, analysis and presentation. Most…
While Elon is busy with other stuff, Tesla has begun its total transformation into a tech company. If the car companies thought Tesla was difficult to compete with before, they haven't seen anything yet. Elon's interest in AI has been around for a while. He already has a few…
I just published a post about the status of the AI business from the supply side (GPUs) and the demand side (Cloud CapEx). Meanwhile, a story broke that the LLMs are flatlining, and the AI revolution is over. I got so depressed that I let AI lead a status overview of the Cloud…
Allan Lindemark @minkonto
4K Followers 4K Following politik og kage til alle! - tidligere ansat på Christiansborg nu i fagbevægelsen. Kan også findes på: @minkonto.bsky.dk
Marianne M☮️ @MarianneM10
6K Followers 5K Following Rettferdighet, er en tenker,#PayItForward Styreleder i @HumanityNorway Håper å dra ut for å hjelpe snart igjen🕊 #IDWP Twitrer for @gateteamet💜 #PeaceFluencer
Jarl Wåge @JarlWaage
20K Followers 10K Following Pensjonert lærar og engasjert skribent. Eg blir kalla blodraud muslimelskarvenstreekstremist av dei som vil ta meg. Ukjært barn har også mange namn.
CommodityCycles🇺�... @Yjoxaw01408
37 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Kelly @WroytheesmF7BN
6 Followers 243 Following Success is a concept, getting rich is a duty, and happiness is a right.
EvangelinePoe @mLd6MCB68tAHc4z
34 Followers 2K Following
PennyStockRadar🇺�... @Blieku3823107
35 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Ashley Wilson @Sunny89Sunnyg
37 Followers 936 Following "Life is a journey, not a destination." "Every day is another chance to try."
MiniCrypto @jasony362mini
6 Followers 120 Following
Angela Edmonds @AngelaEd78
1K Followers 7K Following light in the mind, peace in the soul and love in the heart!! I’m a proud American 🇺🇸
Thijs van der Spil @thijsvanderspil
535 Followers 75 Following Compounding with AI winners | 41.7% CAGR | not investment advice | 🇳🇱
Markbeurs10 @markbeurs10
95 Followers 377 Following
Mike @mvp96mike
73 Followers 118 Following
Alex @Alex44356093
385 Followers 1K Following The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane.
Mattias Blaq @mattiasblaq
92 Followers 115 Following
Frank Bösenberg @F_Boesenberg
2K Followers 1K Following Managing Director @Silicon_Saxony. 🇩🇪/🇬🇧 on #semiconductors, #innovation, #Saxony + more, interested in (geo-/#security)#politics. Old boy @dresdenrugby.
Alok @AlokR604
8 Followers 6 Following
Goran Stojcic @GanSic966
34 Followers 83 Following
Selena Swift @supernovahuman
1 Followers 579 Following
Phyllis Bass @BassPhylli5517
1 Followers 175 Following Recruiting webshell engineers to penetrate websites, with a monthly salary of up to $100,00 0. If interested, please contact https://t.co/Udq34LlFXo
may_cool lee @Cool_TechEdge
124 Followers 837 Following Taiwan is a country. You should respect that!
Icawtu @Icawtu5888256
24 Followers 1K Following
J P @JP200501202320
4 Followers 60 Following
mkerlan @mkerlan
166 Followers 4K Following
Graham Allen @Gallen5
218 Followers 557 Following Manager, Investments and Partnerships @ Office of Energy R&D for the Government of Canada. @beondeck Climate Tech Fellow #ODCT2
Adarsh @PuttiAdarsha
41 Followers 162 Following
SYY Figo @syadigaryilmaz
8 Followers 1K Following If two men agree on everything, you may be sure that one of them is doing the thinking.
Vedvati Shrotre @VShrotre
11 Followers 70 Following
Krill Investments @CKriezis
24 Followers 3K Following
Uday Yadati @UdayYadati
168 Followers 1K Following Building businesses, products, and teams that make a difference in the world.
Miles Nash @milesnash_
525 Followers 3K Following meet cool people, build cool things @ucberkeley EECS | prev Tesla, Microsoft, Lockheed | go mf bears
Rahul @RahulVenkat
479 Followers 2K Following
Ashley Pilipiszyn @AviatorAshley
2K Followers 1K Following space industrialist 🚀 🏗️ pilot ✈️ fmr @OpenAI 👾
Graced @Graced1413866
0 Followers 122 Following
Omnia Vanitas @slipperslope71
28 Followers 70 Following
Randy Green @sfchichi
20 Followers 458 Following
Le Quotidien - en Ret... @en_retard_quoti
57 Followers 212 Following English language account for France's smallest independent newspaper. Late edition.
Justin @17juzz
13 Followers 3K Following
semisuccess @_wrong_path_
19 Followers 279 Following
UnderFollower38 @Follower321092
3 Followers 611 Following
Larry Matus @LarryMatus
7 Followers 77 Following
Michael Fritzell (Asi... @MikeFritzell
28K Followers 2K Following 15 years in Asian equities. I'm the author of the "Asian Century Stocks" Substack newsletter (https://t.co/SECHidmM9w). Personal account.
Puk Damsgård @PukDamsgaard
72K Followers 3K Following Award winning Middle East correspondent, Danish TV, also roaming Afghanistan. Latest books Drageland, Arabica, Den Sorte Kat i Mosul, The ISIS Hostage.
KaldMigBareSoya 👀 @KarinaMimoun
5K Followers 3K Following Det her er min private profil. Jeg er altid personlig, men sjældent privat. #TalPænt 🟢
Max Bitter @MaksBitter
5K Followers 485 Following En bitter person der aldrig blev filosof, politisk kommentator eller komiker. Skriver blot, hvad andre tænker - eller burde tænke.
Allan Lindemark @minkonto
4K Followers 4K Following politik og kage til alle! - tidligere ansat på Christiansborg nu i fagbevægelsen. Kan også findes på: @minkonto.bsky.dk
Marianne M☮️ @MarianneM10
6K Followers 5K Following Rettferdighet, er en tenker,#PayItForward Styreleder i @HumanityNorway Håper å dra ut for å hjelpe snart igjen🕊 #IDWP Twitrer for @gateteamet💜 #PeaceFluencer
Jarl Wåge @JarlWaage
20K Followers 10K Following Pensjonert lærar og engasjert skribent. Eg blir kalla blodraud muslimelskarvenstreekstremist av dei som vil ta meg. Ukjært barn har også mange namn.
Stine Bosse / Christi... @BosseStine
40K Followers 2K Following Member of the European-Parlament Board Professionel exp from GER, DK, UK, SWE and North Atlantic
tveskov @tveskov
17K Followers 4K Following Digital/Analog Concept Wrangler. I used to design spaceships @ LEGO. Love to build concepts, models, meaning and more. Into art, creativity, AI, walking..
Özlem Sara Cekic @cekicozlem
23K Followers 990 Following Generalsekretær for Brobyggerne - Center for #Dialogkaffe. Foredragsholder og tidl MF’er. Eski Danimarka milletvekili. Tlf +45 61 46 07 64 / [email protected] /
Jakob Engel-Schmidt @engelschmidt
15K Followers 2K Following Kulturminister og MF (M) - Alle tweets af mig selv. Off henvendelser 📧 [email protected] . Anonyme profiler blokeres.
Lasse From @lassefrom
5K Followers 1K Following Konceptmager og digital altmuligmand. Udviklingsredaktør hos @DRNyheder. Optimist, multiallergiker, Vestegnsgut i Nordjylland.
Marie @msbrinx
4K Followers 733 Following Arkæolog på Lolland-Falster, museumsperson, udflytter fra Vestegnen, podcaster på @historiepodcast, A-menneske.
Lykke Friis @lykkefriis
56K Followers 5K Following Director @thinkeuropa; @ecfr co-chair; board of @teamdanmark Fm. 🇩🇰minister of climate, energy and gender equality #miasanmia🇩🇪
Kristian Leth @kristianleth
24K Followers 1K Following Teller of stories. 16 albums. 13 books. Numerous radio programs and podcasts. 'Bibelen Leth fortalt' DR P1. https://t.co/bJ01f1IGPK
SemiBizIntel @siliconomy
193 Followers 82 Following
3F Superliga @Superligaen
42K Followers 317 Following Den officielle Twitter-profil for 3F Superliga. The official account of the Danish Superliga football league. Vi bruger #sldk til vores dækning.
nanna 3point.dk @nannasoph
12K Followers 2K Following Chefredaktør på @3pointdk og vært på @BrondbyLyd
Matt Yardley @yardleyafrica
64 Followers 39 Following International Expedition, Tour Leader and Wildlife Photographer for WildEye. Planning custom travel and private guided tours in Africa and around the world.
Chiraag Gandecha @SemiconCT
458 Followers 579 Following Hi, I'm the Head of Clean Technology & Semiconductors EMEA at GBI Research - offering latest news on semiconductors & business intelligence alerts. Contact me!
Semiconductor News @_semiconductors
836 Followers 3 Following Track all of the latest Semiconductor News with Owler. View all companies in the Semiconductors Sector: https://t.co/nRfilJHWLf
SemiWiki @DanielNenni
11K Followers 4K Following SemiWiki, the open forum for semiconductor professionals.
TV3sport.dk @TV3sportdk
11K Followers 32 Following TV3 Sport sender sport på tv og laver nyheder på https://t.co/SwFNWQkwNQ. Vi har blandt andet tv-rettigheder til Champions League, Formel 1 og Premier League.
Camilla Martin @CamillaMartin99
13K Followers 493 Following Former professional badminton player in ladies single. World champion '99. Now host at TV2 Sporten
Semiconductor @SemiconTech
1K Followers 2K Following Semiconductor technology, equipment, reconditioning, maintenance, spare parts and know-how.
Micron Technology @MicronTech
37K Followers 1K Following We're accelerating the transformation of information to intelligence.
Semiconductor @Semiconductor24
6K Followers 2K Following Tweeting about top fantasy Semiconductor stories.
The Register @TheRegister
101K Followers 46 Following Enterprise technology news and views, on the web since 1998. Part of the @SitPub family. Send news tips via https://t.co/UTSGHfn6hq
Darshan @dthakore
155 Followers 792 Following Engineer, @ASU Grad, #Semiconductor professional #IoT #analytics #startups Always thinking for 2nd right answer! #Amsterdam to #Ahmedabad via #SanJose ☺
Achronix 📦 Order V... @AchronixCorp
2K Followers 593 Following Privately held, fabless semiconductor corporation offering high-performance #FPGA and #eFPGA IP solutions. Now shipping #VectorPath Accelerator Card #Linkinbio
Ralf P. Gerteis @Ralf_Gerteis
6K Followers 6K Following Co-Founder Scaleswap | Lead Advisor Dmany | Wolves of Rome ¬ Board Member | Strategic Advisor | IDO | DeFi | DAO | NFT | Blockchain
Compound Semiconducto... @compoundsemi
4K Followers 947 Following The most respected, authoritative and distributed platform connecting the compound semiconductor industry since 1995. #CSMagazine #CSInternational
Toshiba @ToshibaUSA
102K Followers 1K Following Welcome to the official Toshiba Twitter account in the United States.
Panasonic @panasonic
136K Followers 68 Following This is the official Panasonic account. Find updates about latest Panasonic news all around the world from headquarters in Japan. https://t.co/gt2stICV7K
Texas Instruments @AroundTI
12K Followers 1K Following We believe diversity fuels innovation. We’re passionate about educating and engaging with high-tech innovators in an innovative and inclusive work environment.
Olga Pestereva @opestereva
1K Followers 872 Following #Mikron #technology #industry #digital #smartcity #промтуризм #чипы #трипы
Sony Electronics @SonyElectronics
359K Followers 4K Following News, events, and innovations from Sony. The official Twitter account for Sony Electronics. Product Support: @SonyConnect
Intel News @intelnews
160K Followers 944 Following Breaking news direct from Intel's online Newsroom
Intel Network & Edge @IntelEdge
129K Followers 1K Following Combining edge compute with IoT, AI, and 5G connectivity in order to turn data into split-second insights and provide positive impact to your business outcomes.
DIGICOM Electronics @DigicomEMS
5K Followers 4K Following DIGICOM Electronics offers Electronics Manufacturing Services including automated assembly for PCB, semiconductor packaging, aerospace, and medical industries.
Rick Merritt @rickbmerritt
7K Followers 2K Following Retired. Former NVIDIA staff writer 2019-2024) and EE Times reporter (1990-2019),
Omdia @OmdiaHQ
30K Followers 2K Following Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group.Follow us on LinkedIn too: https://t.co/KXS96Ejb2m
MediaTek @MediaTek
96K Followers 4K Following MediaTek powers the biggest brands around the world from #smartphones, #TVs, and #smartspeakers to #Chromebook, fitness equipment, #WiFi routers and more.
Brian Fuller @bfuller9
4K Followers 1K Following Editor-in-Chief at Arm; writer; occasional musician; Deadhead, SF Giants fan. Opinions and ravings my own.
SIA @SIAAmerica
8K Followers 1K Following The Semiconductor Industry Association (SIA) is the voice of one of America's top exports, dedicated to advancing policy goals that spur innovation & growth.
Amkor Technology @AmkorTechnology
6K Followers 954 Following Amkor provides #semiconductor design, assembly & test services. We offer advanced innovations in Wafer-Level Flip Chip, #MEMS, #SiP and AiP/AoP Packaging. $amkr
Socialemedier.dk @socmeddk
4K Followers 4K Following På socialemedier.dk finder du et stort udvalg af nyheder, tips og gode råd inden for #smdk #somedk #socialdk
Wolfspeed, Inc. @Wolfspeed
33K Followers 1K Following Electrifying the world with #siliconcarbide technology. Bring us your what-ifs, those never-been-done-before ideas. We'll bring you The Power To Make It Real.
Jim Elliott @Jimelliott70
297 Followers 115 Following
Trigence @trigence
781 Followers 72 Following Trigence Semiconductor, Inc. is audio IP development company that realize high-quality audio sound with unique algorithm to control speaker response
FBH @FBH_News
518 Followers 198 Following Inactive. Stay connected with us on LinkedIn: https://t.co/i7VMMqhogm
Digital Blocks Inc. @DigitalBlocksIP
644 Followers 1K Following Digital Blocks offers semiconductor Intellectual Property (IP) cores for System-on-Chip (SoC) ASSP, ASIC, and FPGA designers.
Ken Sigmon, MBA @_KSigmon_
760 Followers 789 Following A passionate technical business and product development professional with SaaS, Semiconductor, IIoT, Analog Mixed-Signal and RF experience.
DigiKey @digikey
91K Followers 8K Following We’re a full-service partner offering design tools, business solutions, and the world’s largest selection of in-stock electronic components
ASE @aseglobal
1K Followers 477 Following Official account of ASE Inc | ASE Tech Holding Co (NYSE: ASX. TWSE: 3711) #VIPACK #HeterogeneousIntegration #chiplets #SysteminPackage #3DIC
Dafydd Roche @ExpatAudio
591 Followers 348 Following Microcontroller Marketing Director by day, Designing for Expat Audio by Night. My opinions are my own, not a reflection of any company policy.
Linear Technology @LinearTech
18K Followers 2K Following On March 10, 2017, Linear Technology officially became part of Analog Devices. For more information, please follow @ADI_news.
Future Electronics @FutureElec
32K Followers 3K Following Worldwide leader in electronic components distribution
Microsemi @pmcmicrosemi
1K Followers 415 Following Microsemi is a leading provider of semiconductor solutions differentiated by power, security, reliability and performance.
NVIDIA @nvidia
2.4M Followers 47 Following The official handle for NVIDIA. Blog: https://t.co/JAn5eKOTBT Support: https://t.co/6ln5FVnA2o All our social media: https://t.co/Uc56dL57Dh
ASAP Semiconductor @electronic_part
3K Followers 956 Following #ElectronicDistributorUSA, A complete part purchasing platform for top #ElectronicParts #Aviationparts manufacturer in #USA
Mouser Electronics @MouserElec
46K Followers 701 Following Authorized distributor of semiconductors and electronic components for design engineers and purchasing professionals. @MouserElecEU @MouserElecJapan
Trends for United States
You might like
