Austin Lyons
@austinsemis
semis analyst. asking questions + explaining.
read by chipmakers, funds, model labs.
@chipstrat · @semidoped · @creativestrat
参加 September 2007
1.8K フォロー中 7K ファン
The oligopoly equilibrium. In markets where the cost of competing is enormous and rises with each generation, fixed costs squeeze the player count down to two or three.
We see it everywhere in semis. Also frontier labs.
もっと見る
