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The Rising Tide of Semiconductor Cost

The Rising Tide of Semiconductor Cost
by Doug O'Laughlin on 02-13-2022 at 6:00 am

Moores Law Slowing Down

It Isn’t Transistory

There’s a quiet upheaval happening in the semiconductor industry. The rules that have always governed the industry are fraying, undoing assumptions that we took for granted, that was pounded into us in school. The irreproachable Moore’s Law, that exponential progress will make things cheaper, better,… Read More


How France’s Largest Semiconductor Company Got Stolen in Plain Sight

How France’s Largest Semiconductor Company Got Stolen in Plain Sight
by Doug O'Laughlin on 01-23-2022 at 10:00 am

SOITEC Stock Price

Originally published on Fabricated Knowledge

Soitec is a semiconductor materials company known for its smart cut and Silicon on Insulator (SOI) technologies, which are critical in 5G, Silicon Photonics, and Silicon Carbide (EV) end-markets.

Yesterday, they announced that current CEO Paul Boudre will retire and be replaced… Read More


TSMC Earnings – The Handoff from Mobile to HPC

TSMC Earnings – The Handoff from Mobile to HPC
by Doug O'Laughlin on 01-20-2022 at 10:00 am

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Hello! The most important semiconductor company in the world reported earnings last night. It’s been something of a tradition to post Taiwan Semiconductor Company (TSMC) earnings posts not behind my paywall, and I think that I’m going to continue that to kickoff each earnings season.

There are so many threads in the TSMC call that… Read More