A lot of the SemiAnalysis posts are just conjecture (and the authors opinions) stated as fact. You can see this play out in their many Qualcomm vs ARM posts. I

A lot of the SemiAnalysis posts are just conjecture (and the authors opinions) stated as fact. You can see this play out in their many Qualcomm vs ARM posts. It’s been brought up several times in the past but people seem to respond more to the drama that they put forward, rather than factually correct information.