Welcome to The Fab Analyst
This is not another tech news site. We don’t chase headlines; we deconstruct them. The Fab Analyst is an independent publication dedicated to illuminating the “why” behind the semiconductor industry’s most critical developments.
Here, we go beyond the press releases and the spec sheets to explore the strategic chess match, the manufacturing realities, and the geopolitical forces that truly shape the world of silicon.
About the Analyst
The Fab Analyst is written and published by me, Michael Apemah.
My perspective is forged from over a decade on the front lines at Intel, where I experienced the semiconductor world from two unique vantage points:
First, as a Process Engineer in the fab, I lived in the world of data, yields, and the physical, unforgiving realities of turning sand into the world’s most advanced technology.
Later, as a Planning Analyst, I moved to the strategic core of the business, translating those complex engineering changes into clear supply chain and business impacts for global customers.
This journey from the fab floor to business planning gave me a rare, ground-truth understanding of how this industry truly works. It’s this “insider’s edge” that I now share with you.
Why Subscribe?
Subscribing is free, and it ensures you get the full experience.
Get the Insider’s Edge. Receive analysis and perspective you simply won’t find in the mainstream tech press. Every article is infused with a ground-truth understanding of how chips are actually made and sold.
Understand the “Why.” Go beyond the headlines to understand the strategic and geopolitical forces driving the decisions at Intel, TSMC, NVIDIA, and the other titans of the industry.
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