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Mobile Phones (AAPL, QCOM, QRVO, MediaTek, SWKS), POWI, MCHP, ONTO, and SITM
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Automotive Semiconductors (STM, WOLF, MBLY, ON), Intel and AMD, and RMBS
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TSMC Earnings, CDW says IT Spending is Weak, and Further Networking Weakness
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Fabricated Knowledge
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
Fabricated Knowledge
Fabricated Knowledge
www.fabricatedknowledge.com
Fabricated Knowledge
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
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“On point analysis of the semi industry. ”
Jon Y, The Asianometry Newsletter
“Every LP in the world should be begging Doug to run a semiconductor fund.”
Dylan Patel, SemiAnalysis
“Thorough, fundamental research which is timely and well written on a misunderstood sector of the market.”
Anon, Brevarthan Research