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The Tech Monopolies Go Vertical
Some classic (non-aggregation) monopolization!
Doug O'Laughlin
Nov 19, 2020
52
11
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The Tech Monopolies Go Vertical
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Semiconductor Outlook 2023: Green Shoots
It's the long Winter. Will Spring ever come?
Doug O'Laughlin
Dec 31, 2022
37
3
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Semiconductor Outlook 2023: Green Shoots
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Industry Structure: Fabs are in Favor - LTAs are the Tell
Long Term agreements, particularly the NCNR order is a relative newcomer this cycle. Let's see how they are holding up. The Industry Structure is…
Doug O'Laughlin
Aug 14, 2022
34
3
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Industry Structure: Fabs are in Favor - LTAs are the Tell
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How France's Largest Semiconductor Company Got Nationalized in Plain Sight
A power struggle was actually China encroaching on France's Largest Company. France decided to nationalize instead.
Doug O'Laughlin
Jan 21, 2022
29
3
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How France's Largest Semiconductor Company Got Nationalized in Plain Sight
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The Digital Transformation of Cars is Just Beginning
The shortages are the first chapter in the Automotive Semiconductor story
Doug O'Laughlin
Feb 20, 2021
30
3
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The Digital Transformation of Cars is Just Beginning
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US Export Restrictions, Intel Layoffs, Applied Materials, and TSMC
Headline Blitz: Semiconductor Edition
Doug O'Laughlin
Oct 14, 2022
24
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US Export Restrictions, Intel Layoffs, Applied Materials, and TSMC
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The Rising Tide of Semiconductor Cost
It Isn't Transistory
Doug O'Laughlin
Nov 22, 2021
25
1
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The Rising Tide of Semiconductor Cost
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Ride the Wave: Alphawave
The Price Leaves a Lot of Room for Error
Doug O'Laughlin
Mar 6
13
6
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Ride the Wave: Alphawave
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Mobileye S-1 Teardown
I can't help ask: Why now? It does look priced to pop.
Doug O'Laughlin
Oct 22, 2022
16
2
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Mobileye S-1 Teardown
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Backside Power Delivery and Bold Bets at Intel
Architecture bets that Intel and TSMC are making
Doug O'Laughlin
Jun 19, 2022
56
2
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Backside Power Delivery and Bold Bets at Intel
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The Old Testament: Q1 2023 Micron Earnings
We are seeing the ugly side of Semiconductor History. It's like the Old Testament.
Doug O'Laughlin
Dec 22, 2022
26
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The Old Testament: Q1 2023 Micron Earnings
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Lessons from History: The 1990s Semiconductor Cycle(s)
The 1990s was the birth of the modern world order
Doug O'Laughlin
Jul 14, 2022
14
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Lessons from History: The 1990s Semiconductor Cycle(s)
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