The post discusses the current state of Texas Instruments (TI) and the semiconductor industry, highlighting TI's disappointing quarterly performance and the challenges posed by inventory management. It notes that the optimism surr...
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Doug OLaughlin is the author of Fabricated Knowledge, a Substack publication that provides meaningful insight, timely analysis, and occasional investment ideas about the world's most important manufactured products. The publication has tens of thousands of subscribers.
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In this podcast episode, Doug interviews Val Bercovici, Chief AI Officer at Weka, discussing the emerging trend of disaggregated prefill and decode in AI infrastructure. Val explains the significance of inference in AI workloads, ...
Doug and Val analyze the current state and future of memory markets, emphasizing the significance of KV cache in AI workloads and the challenges of memory management.
The post examines the historical railroad expansion in America, linking its financial cycles and challenges to the current AI infrastructure buildout.
Software is transforming into an extension of hardware, with AI agents redefining its role and making traditional models obsolete, as exemplified by Claude Code.
The 2026 outlook for semiconductors emphasizes AI's influence on market dynamics, with significant growth in memory and optics, while automotive remains uncertain.
Oracle has reported an unprecedented quarter, with a staggering $455 billion in Remaining Performance Obligations (RPO), marking a 359% increase. This growth positions Oracle as a serious contender in the cloud infrastructure mark...
In a conversation between Doug and Will Eatherton from Cisco, they discuss Cisco's historical significance in networking, its current AI opportunities, and strategies for competing in the AI datacenter space. Eatherton shares insi...
The blog post discusses the potential involvement of the Trump administration in Intel, suggesting that the company needs to adapt to survive in a competitive semiconductor market. It highlights Intel's historical significance in ...
The article discusses the significant reduction in software creation costs due to generative AI tools like Cursor and Claude Code, drawing parallels between the current software landscape and the disruption of traditional media by...
The article discusses Nvidia's NVLink backplane, its significance, and the company's strategic moves to license C2C and sell chiplets for NVLink. It also compares NVLink with UALink and predicts Nvidia's dominance in the networkin...
The text discusses China's technology industry and its pattern of entering new sectors and decimating profit margins, with examples from solar panels and automotive. It explores the concept of involution and how it affects the sem...
0Earnings: AMD, CDW, STRL, ONTO, WOLF, MCHP, SITM
2025-05-12 •
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The text discusses the 'Beer Game,' a supply chain game that demonstrates complex system dynamics. It highlights the bullwhip effect, which causes chaos in the supply chain due to minimal changes. The author relates this to the cu...
0Earnings: INTC, STM, TXN, VRT, LRCX and More
2025-04-28 •
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The text discusses the impact of tariffs on the semiconductor industry, particularly in relation to the global supply chain and the wait-and-see approach adopted by companies. It highlights the lack of a significant pull forward i...
0MRVL-IFX Deal and Intel Silver Lake Deal
2025-04-14 •
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The text discusses the potential impact of new tariffs on China, the relationship between bonds and stocks, and the implications of the treasury rate. It also explores the risk of a run on treasuries and the impact of higher inter...
The text discusses the impact of tariffs on the global economy, the changing world order, and the potential for a new industrial revolution. It also explores the historical context of trade conflicts and their impact on the econom...
The text discusses the CoreWeave IPO, with the author expressing some concerns but ultimately being positive about the company's potential. It also briefly mentions Alphawave's bid and Wolfspeed's reorganization.
The text discusses the GTC writeup by SemiAnalysis and the author's technical overview of the event. It also delves into observations about GPUs, Nvidia's relentless pace, and Micron's performance. The author expresses concerns ab...
The text discusses the author's bearish outlook on the economy and the increasing volatility due to uncertainty. It also delves into the cyclical nature of the AI industry, particularly in semiconductors, and the potential impact ...
The text discusses the current market conditions, the impact of Trump administration policies on the economy, and the implications for semiconductors. It also delves into the impact of tariffs on the economy and the potential rece...