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.
We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.