Archive - Fabricated Knowledge

New Top Discussion

Some classic (non-aggregation) monopolization!

Doug O'Laughlin

Nov 19, 2020

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

Doug O'Laughlin

Dec 31, 2022

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

A power struggle was actually China encroaching on France's Largest Company. France decided to nationalize instead.

Doug O'Laughlin

Jan 21, 2022

The shortages are the first chapter in the Automotive Semiconductor story

Doug O'Laughlin

Feb 20, 2021

Headline Blitz: Semiconductor Edition

Doug O'Laughlin

Oct 14, 2022

It Isn't Transistory

Doug O'Laughlin

Nov 22, 2021

The Price Leaves a Lot of Room for Error

Doug O'Laughlin

Mar 6

I can't help ask: Why now? It does look priced to pop.

Doug O'Laughlin

Oct 22, 2022

Architecture bets that Intel and TSMC are making

Doug O'Laughlin

Jun 19, 2022

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

Doug O'Laughlin

Dec 22, 2022

The 1990s was the birth of the modern world order

Doug O'Laughlin

Jul 14, 2022

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts