Claus Aasholm
@clausaasholm
Digging semiconductor and tech data for evidence based management and strategies.
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The entire semiconductor industry recorded its first half-a-trillion-dollar quarter in the second quarter of 2026. Revenue grew by more than $100B QoQ to $545B, or 22.7% growth. Of the total, $75B was driven by memory growth
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While the DX division has lost the power battle, its employees have lost the bonus battle and must live on one-tenth of DS employees' bonuses.
When the people begin to dislike each other and the power struggle is over, the hacksaw comes out.
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On the surface, the Oracle result was very strong from a cash-flow perspective, but the bride was not entirely dressed in white.
You can read more about the changes in strategy of the large hyperscalers here:
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Long before I realised they had a role in the AI Infrastructure supply chain, I used Ajinomoto products in my kitchen. The inventor of umami in powder form should have a place in every serious spice cabinet.
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