Intel Problems

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.

Apple’s Shifting Differentiation

Apple is about the integration of hardware and software, but the balance between the two has shifted over time.

Nvidia’s Integration Dreams

Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.

Chips and Geopolitics

TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.

What Is a Tech Company?

The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.