Austin Lyons
@austinsemis
semis analyst. asking questions + explaining.
read by chipmakers, funds, model labs.
@chipstrat · @semidoped · @creativestrat
가입 September 2007
1.8K 팔로잉 중 7K 팬
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.
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