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Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
The first week of earnings lends us confirmation bias, and additional fears of export restrictions.
 • 
Doug O'Laughlin
5
Automotive: Rev Your Engines
AEHR, ACLS, and an important piece of legislation makes me think that the time is now for Automotive Semiconductors.
 • 
Doug O'Laughlin
15
42:59
An Interview with Wes Cummins, CEO of Applied Digital
Listen now | How Crypto Datacenters are becoming AI Factories.
 • 
Doug O'Laughlin
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The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling
 • Doug O'Laughlin
11
AI Industry Structure and Business Model: What Inning is It?
 • Doug O'Laughlin
3
Semiconductor Outlook 2024: AI's Adolescence
 • Doug O'Laughlin
5
The Tech Monopolies Go Vertical
 • Doug O'Laughlin
12
AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
 • Doug O'Laughlin
2
Why HBM is the Hottest Thing in Memory
 • Doug O'Laughlin
16
Fabricated Knowledge Q2 2024 Quarterly Review
Here's everything that happened this quarter, and some thoughts and ideas.
 • 
Doug O'Laughlin
9
Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)
 • 
Doug O'Laughlin
Crypto Datacenters NAV
Crypto miners have an interesting new NAV case
 • 
Doug O'Laughlin
4
Marvell Earnings
Results look fine, the market is not digging it. I think a closer look makes sense.
 • 
Doug O'Laughlin
6
The Internet as You Know It Is Dying
Humans are not alone on the internet anymore. That will change the Internet as you know it.
 • 
Doug O'Laughlin
34
An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office
Listen now (62 mins) | How the CHIPS Program office plans to divert the future of Semiconductors back to America
 • 
Doug O'Laughlin
3
1:01:50
Nvidia Earnings Overview: Networking in Focus
The AI giant continues to climb the wall of worry, and we have the first quarter of networking revenue broken out of results.
 • 
Doug O'Laughlin
6
Fabricated Knowledge
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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