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 shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
Intel has announced a 7nm delay, after its 10nm debacle. How long will the company even pursue competition with TSMC and Samsung?
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
Follow-up on Apple, ARM, and Intel, then unpacking the Hey dispute with Apple, and the possibility that Apple is doubling-down on Services by squeezing developers.
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.