Thank you for joining our private lunch with semiconductor expert, Doug O'Laughlin in New York City. The discussion will span a number of topics and there will be open Q&A for participants.
Doug is the founder of Fabricated Knowledge, an independent research company that provides insight and analysis on the semiconductor and AI industries. He is also President of Semianalysis, an independent research and analysis company specializing in the Semiconductor and AI industries. His coverage spans the entire supply chain, from semiconductor fabrication essentials to cutting-edge AI Models, software, and infrastructure for them.