Intel
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Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.
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Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and execution a decade ago; the company, though, appears to be headed in the right direction, as evidenced by its…
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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.
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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.
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Andy Grove passed away the same day that Apple announced the iPhone SE. One of Grove’s best decisions reminds me of this launch.
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A new CEO has taken over Intel. Their core business, upon which the company has been built, is floundering. Does the new CEO, who is not really new at all (he’s the current COO), have…
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An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government
An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia and China.
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U.S. Intel
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.
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Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain
Tesla is making future chips with Samsung, likely cementing the Korean company as the industry’s second supplier.
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TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI
TSMC and Intel’s approach to backside power are downstream of their cultures: customer-centric versus self-serving. It may doom the latter.
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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.
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An Interview with Dan Kim and Hassan Khan About CHIPS
An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward.
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Intel’s New CEO, Reevaluating Gelsinger, Lip-Bu Tan and Cadence
Intel’s new CEO casts Pat Gelsinger’s tenure and firing in a new light: was Intel’s problem simply bad execution?
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AI Promise and Chip Precariousness
The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.
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An Interview with Jon Yu About YouTube and Making Semiconductors
An interview with Asianometry founder Jon Yu about starting and running a successful YouTube channel, how semiconductors are made, and the past and future of Intel and TSMC.
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An Interview with Gregory Allen About the State of China Chip Export Controls
An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war.