Yes, I give a fig... thoughts on markets from Michael Green

A Semi-Theory of Almost Everything

Who was actually setting semiconductor prices this spring?

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Michael W. Green
Jul 26, 2026
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This is going to be a relatively long read. I would have written a shorter piece, but I did not have the time — or, more honestly, the skill to compress two weeks of work into fewer words.

“I have only made this letter longer because I have not had the leisure of making it shorter.” — Blaise Pascal

I have been working nonstop on projects with hard deadlin…

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