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Semiconductor Business Intelligence

About the Substack

Analysing 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.

About Claus Aasholm

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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