Fabricated Knowledge

Fabricated Knowledge

Earnings: NXPI, CDNS, TXN, SLAB, Alphawave, TSEM, KLAC, SK Hynix, MXL, STM, ASMI, VRT, UCTT

China is surprisingly good. Automotive is mixed, and Industrial surprises to the downside.

Doug O'Laughlin
Jul 28, 2024
∙ Paid
User's avatar

Continue reading this post for free, courtesy of Doug OLaughlin.

Or purchase a paid subscription.
© 2026 Doug OLaughlin · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture