HeyJaredSemiconductor Business Intelligence
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.
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 24, 2026
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- Aug 10, 2026
Latest issues
Semiconductor Supply Chain on the Edge? (opens the original)
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The Q2-2026 semiconductor earnings rush is long gone, and even the laggards have now reported in their first Q3-2026 earnings calls. It is time to get a grip on what is going on in the semiconductor industry and its supply chain.The headlines are already clear, and most experts have formed their opinion in line with the dug-in convictions and what benefits their wallets. They are focused on the next quarter and have already made up their minds about that too.An expert mindset is one that knows b
The Brightest Star of the Constellation (opens the original)
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When I was a young lad and, by chance, ended up in the Semiconductor Industry, I was also introduced to Samsung's three-star logo. I had not been the brightest or most hardworking engineering student in my cohort, and my grades were average (judged on a very favourable scale), but during my final project, I found a pure spark of energy hidden in all my laziness, and, to everybody's surprise, it got the highest grade.One of my electronics professors was present when I received my grade, and the s
The Comms Company Formerly Known as Broad (opens the original)
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When I saw Broadcom's new business model, I initially thought it would be hard, but that is not an excuse not to do it. A lot can be said about Hock Tan and the rest of the Broadcom crew, but calling them chickens would be wrong.I am no stranger to doing things the hard way. I would have chosen a different way of making a living if it were not for that. Life was certainly easier with a fat paycheck, restricted stock units, a company car and quarterly bonuses, but it was not better.You certainly
The 8 Dimensions of Nvidia’s Strategy (opens the original)
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At the beginning of the millennium, something strange began to happen to me. It began gradually like simmering popcorn. A pop. What was that? Then another. Within a short while, it was impossible to identify the individual pops. It was all white noise.Up until then, I had mainly used my brain to solve practical, everyday problems at work and at home. I had been thinking without thinking about why and how I was thinking.If you are living a happy and fulfilled life, please do not think about how y
The State of the Hybrid Semiconductor Companies (opens the original)
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One of the foundational principles of my work is to never use insider information. It is not only because it is a requirement of my clients in the financial community, but also because I generally believe that insider information is unreliable and factually unsound.You can also be certain that the information revealed is for a reason. The leaker has an agenda and a storyline to promote.Recently, an “industry source” revealed that a Chinese tool manufacturer was close to volume production of a DU
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