An Interview with Dan Wang about the China chip ban, the Party Congress, and China and his views of China have changed over time.
Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act, plus Nvidia’s perfect storm, the importance of software versus chip design, and why Goldberg is so optimistic about ARM in the data center.
Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.
Dan Wang returns to the Stratechery Daily Update interview to discuss what he has learned over the last year, the symbiosis of the U.S.-China relationship, and whether it will survive in the long run.
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.