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.
Intel’s New Delay, Intel’s Multiplying Delays, Intel and TSMC
Intel has announced a 7nm delay, after its 10nm debacle. How long will the company even pursue competition with TSMC and Samsung?
Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
Xscale and ARM in the Cloud, Hey Versus Apple, Apple’s IAP Campaign
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.
Chips and Geopolitics
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
Taiwan and Tech’s Geopolitical Realities, ARM on Mac?, TSMC’s Choice
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.
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.
Tinder Bypasses Google Play Payments, App Store Fees and Differences, Apple Entering Modem 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 Launches 7nm Chips, Sony Partners with Microsoft, Apple and AWS
AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.