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Artwork for Fabricated Knowledge

Fabricated Knowledge

Doug OLaughlin, Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues198SubscribersRead fabricatedknowledge.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Micron's Earnings and Broadcom's Accelerators

It's all about AI. Micron is proving the memory thesis true, and Broadcom has a new accelerator customer. Also Nvidia's Moat.

23 days ago
12
5
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Jensen's World: Compressing Reality

AI factories, digital twins, and why Nvidia is winning the AI race

a month ago
55
9
Paid

Factors and Semiconductors

A friendly warning. Momentum is outperforming all factors this year, and Semiconductors are a large part of that.

a month ago
22
1
Paid

Why HBM is the Hottest Thing in Memory

How a new memory technology is transforming the industry. Plus further ideas behind the paywall.

a month ago
68
15
Paid

Authors

The writers behind this newsletter.

  • Doug OLaughlin

    I write about semiconductors!

  • Doug O'Laughlin

    Writing about what I like right now - aka Semiconductors.

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