Doug O'Laughlin
Semiconductor analyst, author of the Fabricated Knowledge newsletter and later a partner at SemiAnalysis, writing on the capital cycle in chips: capex, memory supply, packaging, and where the gluts come from.
Doug O'Laughlin did not write this page.
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· held 4 years
Believed beforesaid
Their words thenThere are obvious pricing problems in this scenario. With a new fab, a company can’t turn a profit selling a lagging-edge chip at the price that was previously dictated by a fully depreciated fab. Prices have to go up.
Nowsaid
Our readingNo longer believes this.
Their wordsReality: the lagging edge took price in a temporary market upturn; now we are reverting to the mean.
↗Lagging Edge will have a Permanent Glutfabricatedknowledge.com