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The Tech Monopolies Go Vertical
Some classic (non-aggregation) monopolization!
Doug (mule)
Nov 19, 2020
46
11
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The Tech Monopolies Go Vertical
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Dark Horse Discord
How a gaming chat platform is secretly connecting the internet, and defining the future of work
Doug (mule)
Jan 7, 2020
41
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Dark Horse Discord
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The Digital Transformation of Cars is Just Beginning
The shortages are the first chapter in the Automotive Semiconductor story
Doug (mule)
Feb 20, 2021
25
3
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The Digital Transformation of Cars is Just Beginning
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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 (mule)
Jan 21
25
2
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How France's Largest Semiconductor Company Got Nationalized in Plain Sight
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Quantifying the Adpocalypse
Someone is off sides - advertising revenue in the time of COVID
Doug (mule)
Apr 8, 2020
24
6
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Quantifying the Adpocalypse
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The Rising Tide of Semiconductor Cost
It Isn't Transistory
Doug (mule)
Nov 22, 2021
21
1
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The Rising Tide of Semiconductor Cost
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Lessons from History: The 1980s Semiconductor Cycle(s)
Japan and overcapacity. A new series on cycles to gain insight into today's semiconductor market.
Doug (mule)
Mar 22
17
2
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Lessons from History: The 1980s Semiconductor Cycle(s)
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In the Middle of Transition: 2022 Semiconductor Outlook
What would the shift from cyclical to secular look like?
Doug (mule)
Jan 6
29
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In the Middle of Transition: 2022 Semiconductor Outlook
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Backside Power Delivery and Bold Bets at Intel
Architecture bets that Intel and TSMC are making
Doug (mule)
Jun 19
42
2
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Backside Power Delivery and Bold Bets at Intel
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TSMC Earnings
The most important semiconductor company in the world shocks everyone
Doug (mule)
Jan 14, 2021
11
7
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TSMC Earnings
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Nvidia's Crypto Issues, Cisco's Supply Chain issues
Nvidia's results are a tale of two segments, Cisco says Chinese supply chain bumps ahead.
Doug (mule)
May 26
12
1
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Nvidia's Crypto Issues, Cisco's Supply Chain issues
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TSMC Earnings - The Handoff from Mobile to HPC
2022 will be the year datacenter takes front and center at TSMC
Doug (mule)
Jan 13
22
2
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TSMC Earnings - The Handoff from Mobile to HPC
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