# Fabricated Knowledge

> Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

- **Platform:** substack
- **Category:** Business
- **Subscribers:** 94K
- **Paid subscribers:** 3K
- **Last updated:** 2026-10-14
- **Author:** Doug OLaughlin
- **URL:** https://www.fabricatedknowledge.com
- **Profile:** https://newsletterinsights.io/newsletter/mule

## Recent Posts

- [Another Conversation with Val Bercovici Memory Markets](https://www.fabricatedknowledge.com/p/another-conversation-with-val-bercovici)
- [US Export Restrictions, Intel Layoffs, Applied Materials, and TSMC](https://www.fabricatedknowledge.com/p/us-export-restrictions-intel-layoffs)
- [At the Heart of the Datacenter: 400ZR, PAM4, and Networking ](https://www.fabricatedknowledge.com/p/at-the-heart-of-the-datacenter-400zr)
- [Backside Power Delivery and Bold Bets at Intel](https://www.fabricatedknowledge.com/p/backside-power-delivery-and-bold)
- [Semiconductor Outlook in 2021: It's Shaping Up to Be a Good Time](https://www.fabricatedknowledge.com/p/semiconductor-outlook-in-2021-its)
- [Earnings Coverage Part 2 for 2/5](https://www.fabricatedknowledge.com/p/earnings-coverage-part-2-for-25)
- [Inphi Follow-up: The Game's On](https://www.fabricatedknowledge.com/p/inphi-follow-up-the-games-on)
- [AMD and Xilinx Tie the Knot](https://www.fabricatedknowledge.com/p/amd-and-xilinx-tie-the-knot)
- [An Update with Rajesh Vashist of SiTime ](https://www.fabricatedknowledge.com/p/an-update-with-rajesh-vashist-of)
- [NVLink Fusion: Embrace, Extend, Extinguish](https://www.fabricatedknowledge.com/p/nvlink-fusion-embrace-extend-extinguish)