Semiconductor Business Intelligence
by Claus AasholmSemiconductor Business Intelligence
About the Substack
If your business or portfolio depends on semiconductors, you must know the supply chain dynamics: "Your future might be somebody's past!"
Get one deep analysis a week of a key company or sector of the semiconductor supply chain.
Free Subscription Benefits
- Occasional public posts & previews
Paid Subcription Benefits
- Weekly Subscriber-only posts and full archive
- Post comments and join the community
- Analysis of each section of the Semiconductor Supply Chain every quarter
Paid Subscription Plans
- $80 a year
- $8 a month
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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commentary and analysis on Strategy for the Networked Economy; Clusters; Japan; happenings at UC-Berkeley; business school teaching.