Doug O'Laughlin leads operations as president of SemiAnalysis, a semiconductor research firm, and writes Fabricated Knowledge, where he analyzes semiconductors, manufacturing, and AI infrastructure. His work explains the technologies and supply-chain constraints behind the chips and data centers powering AI, including topics such as CXL and advanced packaging.
President
Founder
Writes research and explainers on semiconductor companies, chip manufacturing and AI infrastructure.
Investment Analyst
Researched compounders and quality-focused investments; previously an investment analyst intern at the firm.
Operations Assistant
