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Fabricated Knowledge
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Teradyne, Backlogs, and Barriers to EntryIt's hard to enter the market during a capacity crisis
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The Rising Tide of Semiconductor CostIt Isn't Transistory
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ON, NXPI, AlChip, ONTO, and NVMIThe last week of earnings coverage - and an idea
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Facebook's Spending Spree, Semicap Supply Issues, and EarningsEarnings season is upon us. Some companies are having more fun than others.
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Intel’s Turnaround Plan, Lam Research, ASML, and SoitecIntel’s turnaround turned around the stock
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Earnings Roundup: TSMC, Nanya, and VAT GroupA gentle reminder that things are still fine in semiconductors right now
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Marvell, Infineon and Other NewsA week of investor days and silicon dreams
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Global Foundries S-1 BreakdownA tale of two Global Foundries
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