semiAIfoundry
Semiconductor Executive Intelligence.
A dated assessment of semiconductor markets, technology, capacity, policy, and value capture.
Published work
Semiconductor Executive Intelligence - October 19, 2026
TSMC and ASML results, divided end markets, compute implementation choices, specialty manufacturing, and financing and policy. A weekly review distinguishing reported results, project milestones and unresolved risks.
Semiconductor Executive Intelligence - October 12, 2026
Memory contract repricing, PC shipment weakness, custom silicon, packaging agreements, financing, and policy. A revised weekly review separating reported results, company plans, and conditional forecasts.
Semiconductor Executive Intelligence - October 5, 2026
Memory and compute pricing, AI-native design, manufacturing readiness, financing, and policy. The operating implications of the latest evidence across the semiconductor value chain.
Semiconductor Executive Intelligence - 30 Sept, 2026
Foundry concentration, HBM scarcity, qualified packaging, and the financing behind AI infrastructure. What the signals establish—and what still requires evidence.
Semiconductor Executive Intelligence - 25 Sept, 2026
Price-led growth versus physical demand, qualified alternatives, AI-enabled design flows, and the contractual consequences of infrastructure readiness.
Semiconductor Executive Intelligence - 22 Sept, 2026
Selective physical recovery, unequal memory economics, software-driven hardware decisions, and investments moving on different readiness clocks.
Semiconductor Executive Digest - 19 Sep, 2026
Uneven value capture in the AI buildout, competing compute architectures, manufacturing integration, and memory placement beyond HBM.
Semiconductor Executive Digest — 17 Sep, 2026
The AI boom is broadening its supply chain—not yet the recovery. Separate specific process opportunities, powered capacity, and software efficiency from blanket growth assumptions.