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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.
Drawn from what Doug O'Laughlin said, then moved away from
SubjectChina
What Doug O'Laughlin actually said
- Doug O'Laughlin · held 4 years Semiconductor analyst, author of the Fabricated Knowledge…
No longer holdsThe COVID super-cycle, plus a new China supply line that does not care about capacity economics, points to a forever glut.
Their words nowReality: the lagging edge took price in a temporary market upturn; now we are reverting to the mean.
Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us
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