Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
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Issues | 244 | Subscribers | Read | fabricatedknowledge.com |
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Plus AEHR, APLD, NANYA, Suss earnings
What is a capital cycle and why AI is building the mother of all capital cycles
O3 and what's next. Marginal costs are coming for tech companies.
Economics is the primary Scaling Constraint, and despite it ChatGPT usage is hitting real scale.
Other publications recommended by the authors of this newsletter.
The writers behind this newsletter.
I write about semiconductors!
Equity Analyst | Tech | Semis
Writing about what I like right now - aka Semiconductors.
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