TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
The U.S. is increasingly — and appropriately — concerned about its extreme dependence on Taiwan. TSMC needs to build in the U.S. if they don’t want to let Intel back in the game.
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
Tinder is moving away from Google Play Store’s payment system, which makes sense given the app’s pricing power. Then, how the app store tax warps costs, and why Apple may not see much upside from getting into modems.
AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.
More on Apple-Qualcomm, then Sony releases details about their next-generation console, and Jeff Bezos’ annual letter to shareholders has a decidedly different tone.
Apple settled its lawsuit with Qualcomm, while Intel exited cellular modems: how are these event connected? Then, why Apple miscalculated in its decision to sue Qualcomm.
More on Apple’s App Store monopoly, including why it’s different from Google and Steam, and far more egregious than other digital platforms. Then, Amazon announced ARM chips for AWS: what changed, and what does this mean for Intel.
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.
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.