That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.
Intel has announced a 7nm delay, after its 10nm debacle. How long will the company even pursue competition with TSMC and Samsung?
AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.
The problem with AMD’s modularity approach; then, Trump attacks tech. The claims are baseless but that hardly means the industry is in the clear.
Not all of Uber’s efforts are new, but the urgency is. Then, there are only three foundries pursuing 7nm, which means more pricing power (and how this applies to Uber and self-driving cars).
Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.
Follow-up on Meltdown and Spectre, Intel’s obfuscation, and why serverless is better.
Chris Lattner has been one of Apple’s most important employees for years, helping the company own one of its most critical assets. But now he is moving on to Tesla: what does that mean for both companies?