14 Comments
Apr 8, 2021Liked by Doug O'Laughlin

Hi Mule, thanks for all the writing and insight of semi conductor industry. Are there any books/text that you recommend to read in order to better understand the industry? Although I had studied in college in computer architecture but the text like "Computer Architecture, A Quantitative Approach, Patterson and Hennessy" gives more design perspective. And I found out your writings probably overlaps more on practical perspective.

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Excellent article Mule! I loved your workbook work.

On Intel, having worked a long time there I agree execution is going to be the challenge. Culture is not something easy to change, but if anyone can pull off a Satya to Microsoft then Pat is the best for that job at Intel. And with the geopolitical situation of Taiwan Intel could get really lucky here.

Question on wfe, apologizes if it's repetitive but can you point or list your top companies in wfe with respect to their current price and future growth.

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Hi. I just β€œsubscribed”, but it sounds like I may be on a waitlist. I was hoping you could address something. I am apparently long the semiconductor companies you don’t cover (or don’t think much of, or I am totally wrong). Would you mind either briefly giving your opinions (or linking to them if they are somewhere else) on MRVL (along with soon to be acquired IPHI) and AMD (stand alone or with XLNX if you have thoughts on whether the Chinese approve). I hope this isn’t asking too much. If you just don’t like them, that would be sufficient for my purposes. Thanks in advance for any response.

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i will go straight to the point: would you buy intel? :D

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So would you prefer front end names again vs the likes of KLAC, etc?

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