Archive - Fabricated Knowledge

A Conversation with Val Bercovici about Disaggregated Prefill / Decode

Learn about one of the biggest trends in Inference.

13 hrs ago •

Doug O'Laughlin

47:04

June 2025

May 2025

NVLink Fusion: Embrace, Extend, Extinguish

When you're the only fabric that's working, might as well extend the moat.

May 27 •

Doug O'Laughlin

China's Race to The Bottom: Margin Zero

Huawei is going to repeat one of the most common playbooks, and semiconductor margins are the target

May 19 •

Doug O'Laughlin

Earnings: AMD, CDW, STRL, ONTO, WOLF, MCHP, SITM

Obvious Tariff Pull Forwards meet positive earnings

May 12 •

Doug O'Laughlin

Earnings: FIX, Advantest, AAPL, MSFT, AMZN, META, MPWR, TOLEY, TER, QRVO

Quick takes (backlog from last week)

May 5 •

Doug O'Laughlin

April 2025

The Three Tariff Problem

Chaos and complexity in a global supply chain

Apr 29 •

Doug O'Laughlin

Earnings: INTC, STM, TXN, VRT, LRCX and More

A very quick round up of earnings

Apr 28 •

Doug O'Laughlin

Where is the Tariff Pull Forward?

A brief overview of TSMC and then a conversation of supply chains and inventory orders

Apr 22 •

Doug O'Laughlin

MRVL-IFX Deal and Intel Silver Lake Deal

A quick update about two deals, and why something seems up at Marvell.

Apr 14 •

Doug O'Laughlin

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