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Doug O’Laughlin
founder of fabricated knowledge
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Oct 10, 2022 • 1h 14min
Doug from Fabricated Knowledge on $SITM
Doug O’Laughlin, founder of fabricated knowledge, discusses his thesis on SiTime (SITM). They cover the market size and growth of MEMS versus Quartz, SITM's MEMS market share, Apple's concentration risk, and the potential of MEMS in taking share from Quartz. They also explore SITM's valuation, capital allocation, and customer behavior in the semiconductor industry.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode