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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.

PricingFreemiumPublishesTwice weekly

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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

Jensen's World: Compressing Reality

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

a month ago

Factors and Semiconductors

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

a month ago

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


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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