Sitemap - 2024 - Fabricated Knowledge
Scaling Laws Meet Economics, but Adoption is still Accelerating
The Death of Intel: When Boards Fail
Happy Thanksgiving Semicap & Semiconductors
NVIDIA: Waiting on Blackwell, and the Networking Question
Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR
The Rise of Amazon's Trainium 2
Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC
Earnings: TXN, LRCX, MXL, SK Hynix, TER, BESI
Earnings: TSMC, ASML, AEHR, Telecom
Nuclear Zeitgeist Part 1: A Reactor Primer
The Cerebras IPO Stucture Sucks
ChatGPT o1 (Strawberry) and Memory
Hotchips Conference Sparknotes
Earnings Preview (Nvidia and Marvell)
Intel Missed the Party, while AMD's ZT Systems is the Bet to Stay in the Game
Earnings: ALGM, LRCX, TOLEY, NVMI, ONTO
Earnings: ON, LSCC, RMBS, AMKR, ANET, AMD
The ROI of AI (It's a Dollar Auction)
Earnings: NXPI, CDNS, TXN, SLAB, Alphawave, TSEM, KLAC, SK Hynix, MXL, STM, ASMI, VRT, UCTT
Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
An Interview with Wes Cummins, CEO of Applied Digital
Fabricated Knowledge Q2 2024 Quarterly Review
Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
The Internet as You Know It Is Dying
An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office
Nvidia Earnings Overview: Networking in Focus
Earnings Subsystems (MKSI, ICHR, UCTT), Semicap (ONTO, CAMT, AMAT, TOELY), and SiTime
Optics Earnings (FN, ANET, COHR, LITE, AAOI)
Earnings (AMKR, RMBS, NXPI, SWKS, ENTG, QCOM, WOLF, QRVO, ACLS)
AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
Hitting the Brakes: Automotive Semiconductors
TSMC, ASML, VAT Group, and Alphawave Earnings
Beaten Down Semiconductor Could be AI Play
The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling
Fabricated Knowledge Quarterly Review
Micron's Earnings and Broadcom's Accelerators
Jensen's World: Compressing Reality
Why HBM is the Hottest Thing in Memory
Finding the Sweet Spot: Nvidia's Goldilocks Quarter
Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)
WTF is going on at SuperMicro? (SMCI)
Automotive (NXPI, IFX) Optics (FN, COHR), MKSI, MPWR, ACLS, SLAB, RMBS, ARM
KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
Intel 18A is in Sight, Does it Matter?
TSMC, SMCI, Texas Instruments, AWE, ASML, and LRCX
AI Industry Structure and Business Model: What Inning is It?
Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell