Doug O'Laughlin
Person on 4 sites
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
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3 facts on wiqqi (opens wiqqi.app)
Who people, organisations and podcasts are, and how they connect, with sources.
Updated 2026-11-01 -
2 channels on ppll (opens ppll.app)
Where public figures publish, and what they are on record saying.
Updated 2026-08-13 -
13 beliefs on korrents (opens korrents.com)
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Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. (opens korrents.com)
“The COVID super-cycle, plus a new China supply line that does not care about capacity economics, points to a forever glut.”
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Cheaper AI will be used more in the long run and still strand the hardware built for it in the short run, exactly as unlit fibre did after 2001. (opens korrents.com)
“And so, while the Jevons paradox case was 100% correct in the long run, 97% of the fiber laid in 2001 was unlit.”
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Every semiconductor shortage is followed by a glut, because capacity arrives in lumps long after the price signal that ordered it. (opens korrents.com)
“A glut follows every semiconductor shortage.”
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Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. (opens korrents.com)
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11 recommendations on rcmnd (opens rcmnd.app)
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Yet Another Value Blog (opens rcmnd.app)
“The best single stock newsletter in the game.”
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Citrini Research (opens rcmnd.app)
“Citrini has a good pulse on all things in markets. Worth reading!”
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TMT Breakout (opens rcmnd.app)
“Literally helps me, a guy who covers semis, keep up with Semis. Keep it up.”
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Yet Another Value Blog (opens rcmnd.app)