Doug O'Laughlin is the President of SemiAnalysis, an independent research firm specializing in semiconductors and AI. He is known for his deep expertise in semiconductor strategy, market intelligence, and competitive analysis. O'Laughlin also founded Fabricated Knowledge, a technology newsletter on Substack that covers the semiconductor industry. Additionally, he is associated with Mule's Musings.
O'Laughlin's work at SemiAnalysis involves guiding investors, technology companies, and policymakers with his insights. He plays a critical role in shaping the firm's strategic direction and building strong core research analysis. His analysis often focuses on emerging trends and delivering high-impact insights in the semiconductor market. In January 2026, O'Laughlin provided an outlook on AI and semiconductors, highlighting the increasing importance of memory and optics in 2025 and noting that AI spending has stepped down the stack. He also correctly predicted that optics would be bullish in 2025.
