Fabricated Knowledge
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Some classic (non-aggregation) monopolization!
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How a gaming chat platform is secretly connecting the internet, and defining the future of work
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The shortages are the first chapter in the Automotive Semiconductor story
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What would the shift from cyclical to secular look like?
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Someone is off sides - advertising revenue in the time of COVID
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2022 will be the year datacenter takes front and center at TSMC
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The most important semiconductor company in the world shocks everyone
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It Isn't Transistory
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Semis are not that crowded & I take a crack at valuing Intel (model attached)
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Something New is in the Works! Link Below!
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TLDR: Moore’s law is dead and we are on the cusp of a new paradigm, Heterogeneous compute. Some are calling it a Renaissance, and through specialization…
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Just a quick update on WFE 🔥🔥🔥
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