Archive - Fabricated Knowledge

Foundry Idea(s)

Not one but two foundry ideas today.

5 hrs ago •

Doug O'Laughlin

Intel's One True Stakeholder is Here

What an Intel with Government help would look like.

Aug 15 •

Doug O'Laughlin

Earnings: Hyperscalers, AMD, ALAB, ANET

Aug 11 •

Doug O'Laughlin

July 2025

Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR

Was way too late on AEHR

Jul 25 •

Doug O'Laughlin

Software Follow Up

Let's refine the thesis. Sorry guys, the net cope means I'm probably going to be right.

Jul 15 •

Doug O'Laughlin

AI is Creating Peak Software, Media is the Best Analogy

Jul 10 •

Doug O'Laughlin

A Conversation with Val Bercovici about Disaggregated Prefill / Decode

Learn about one of the biggest trends in Inference.

Jul 7 •

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

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