korrents

A korrentour readingWhat is a korrent?

Every semiconductor shortage is followed by a glut, because capacity arrives in lumps long after the price signal that ordered it.

Drawn from what Doug O'Laughlin said

Subjectsemiconductors

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

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

    Semiconductor analyst, author of the Fabricated Knowledge…

    A glut follows every semiconductor shortage.

    Where this was said

    ↗Capital Cycles and AIfabricatedknowledge.com

    All 3 korrents from this piecethis one is 1st

Added to korrents 13 Jan 2025 · How quotes work · Something wrong? Tell us

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 →