Archive - Fabricated Knowledge

New Top Discussion

Earnings blitz, near term China headwinds, capacity cuts and under utilization charges

Doug O'Laughlin

Feb 5

January 2023

Doug O'Laughlin

Jan 29

Intel defends the dividend. The balance sheet is in shambles. Additional thoughts on positioning.

Doug O'Laughlin

Jan 27

Earnings dodges and data center smoke

Doug O'Laughlin

Jan 22

I think the first half is the bottom. That's good for semiconductors. Nvidia GPUs have cleared the channel.

Jan 12

Data center misses are palpable. TSM on Thursday. It's also time to look towards China's reopening.

Jan 8

December 2022

It's the long Winter. Will Spring ever come?

Doug O'Laughlin

Dec 31, 2022

We are seeing the ugly side of Semiconductor History. It's like the Old Testament.

Doug O'Laughlin

Dec 22, 2022

Marvell has the right game plan and players for the future: Can they win?

Doug O'Laughlin

Dec 18, 2022

IEDM is showing how DTCO will overcome the end of Moore's Law.

Doug O'Laughlin

Dec 10, 2022

November 2022

I love trends - I want to write about them more often.

Doug O'Laughlin

Nov 27, 2022

ASML looks to be a "fair" price on a DCF

Doug O'Laughlin

Nov 25, 2022

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