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source sourcesemisfabricated-knowledge updated 2026-04-25

Doug O'Laughlin / Fabricated Knowledge

Identity

Coverage

Semis core, market structure, technical/market commentary. One of the canonical paid Substacks for semiconductor industry analysis.

Notable content

  • AOSL short thesis (referenced in inv-q.md — may live in FK quarterly review or podcast, no standalone post located)
  • FK Applied Materials, Nvidia and Other News → connects AMAT
  • FK Micron + STMicroelectronics Investor Day → connects MU
  • FK Micron's Guide and GlobalFoundries → connects GFS

Cross-references

  • AMAT, GFS, MU, AOSL