Claus Aasholm
substackActive

Semiconductor Business Intelligence

by Claus Aasholm·Last posted Today

About Claus Aasholm

About me

I have lived my adult life in the semiconductor industry and held several leadership positions in different business areas.

When I was young, companies in the industry designed, manufactured and sold Integrated devices under their brands. As Jerry Sanders of AMD said: “Real men have fabs”.

The industry followed the Semiconductor boom and bust cycles, and navigating strategies and growth initiatives was relatively simple.

Since then, the industry has become insanely complex, accelerating with AI's emergence.

After doing odd market analyses and teaching strategy at business schools, I now spend all my time making sense of the industry and the supply chain.