This is exactly the kind of just-so, cargo cult explanation backed by appeal to authority with a tinge of strawman-y, macho bullshit[1] that I would expect when

This is exactly the kind of just-so, cargo cult explanation backed by appeal to authority with a tinge of strawman-y, macho bullshit[1] that I would expect when it comes to the semiconductor industry. Having to "read" something "difficult" is not the issue. Don't misunderstand me. If we grade on a curve by taking into consideration the typical fare that comes out of this sector, these slides are definitely A+ quality. And it's telling that fabless is placed below the foundries. Situated between actual fabs and their equipment vendors? And beside IDMs? Total category error, but correcting this, of course, would mean that foundries don't get to be the top piece. [1] "Pain is gain" is a phrase that I've used in the past (and will continue to use) to describe the resistance to improvement and as an explanation of the day-to-day suffocation of working at a chipmaker.