I would take anything from SemiAnalysis with a heavy grain of salt. The author has a very biased view on companies and often states conjecture as fact. A lot of

I would take anything from SemiAnalysis with a heavy grain of salt. The author has a very biased view on companies and often states conjecture as fact. A lot of their numbers of company attrition are based on questionable extrapolation of a few high level employees that left.