Fabricated Knowledge (@_fabknowledge_)

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Fabricated Knowledge@_fabknowledge_ · Jul 24

Well all that's left now is prayer. Retweet to join my prayer circle for Intel 🕯️ 🕯️ 🕯️ 🕯️ 🕯️ Intel 14A 🕯️ 🕯️ Customer 🕯️ 🕯️ 🕯️

SSemiAnalysis@SemiAnalysis_ · Jul 24

Intel, the home of Moore's Law, for the first time in history, is evaluating if it will continue at the leading edge. From its 10-Q "However, if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect…

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SemiAnalysis@SemiAnalysis_ · Jul 24

Intel, the home of Moore's Law, for the first time in history, is evaluating if it will continue at the leading edge. From its 10-Q "However, if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect…

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SemiAnalysis@SemiAnalysis_ · Jul 24

Jeremie on @tbpn : next‑level strategies for winning datacenter projects

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Fabricated Knowledge@_fabknowledge_ · Jul 24

I like this analog. Is it right? Idk. Has it made me money? Yes.

CCitrini@Citrini7 · Jan 5

run it back.

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Fabricated Knowledge@_fabknowledge_ · Jul 23

980T tokens

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Fabricated Knowledge@_fabknowledge_ · Jul 23

State of the market

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SemiAnalysis@SemiAnalysis_ · Jul 22

ASML: why an engineering company will need to become an “economics” company 🧵

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Elon Musk@elonmusk · Jul 22

Cable pr0n of @xAI GB200 servers at Colossus 2

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Fabricated Knowledge@_fabknowledge_ · Jul 22

its simple, you long the hated and you short the loved stocks

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SemiAnalysis@SemiAnalysis_ · Jul 21

Intel 18A Details & Cost Future of DRAM 4F2 vs 3D Backside Power Adoption (or Not) China’s FlipFET Digital Twins from Atoms to Fabs and More VLSI 2025 Roundup semianalysis.com/2025/07/21/vls…

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Fabricated Knowledge@_fabknowledge_ · Jul 21

Personal news: I have joined the AI team @SemiAnalysis_ Things are moving fast!

DDylan Patel@dylan522p · Jul 21

When my boy @ChuWega and I ship a note on Amazon Teton 2 PDS at 6:30AM ET while he's in Taiwan and I'm technically on vacation in Switzerland with my bro and nephews.

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Fabricated Knowledge@_fabknowledge_ · Jul 21

When my boy @ChuWega and I ship a note on Amazon Teton 2 PDS at 6:30AM ET while he's in Taiwan and I'm technically on vacation in Switzerland with my bro and nephews.

DDylan Patel@dylan522p · Jun 23

IDK who Kevin Rippey is but this is the funniest thing I've ever seen written about me! Thanks for the compliment Kevin! We had a sick core research note today on Arista. Slides below I think @IanCutress got like 50% of them but we'll post them with full explanation soon. $ANET

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TBU@TBU12345678 · Jul 21

old enough to remember when this would have sent the stock down 25% $SMCI

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Fabricated Knowledge@_fabknowledge_ · Jul 18

#ff @tenderizzation funniest account on x rn

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