korrents

A korrentour readingWhat is a korrent?

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
Interesting
A private bookmark. Not a position, and never counted.

What Doug O'Laughlin actually said

Word for word, with the source under each one. They did not write this page.

  1. 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.

    Where this was said

    ↗Lagging Edge will have a Permanent Glutfabricatedknowledge.com

Added to korrents 22 Nov 2021 · How quotes work · Something wrong? Tell us

Holders over time
Holders over time
01 Nov 2021 Sept 2026
Do you hold this korrent?Do you also believe this?

Sign in to record that you hold this, with a confidence number of your own.

Related korrents

Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.

See this on the map →