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On the business, strategy, and impact of technology.

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By Ben Thompson

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Companies

Tower Semiconductor

An Interview with Intel CEO Pat Gelsinger

Posted onThursday, February 24, 2022Thursday, February 24, 2022 Author by Ben Thompson

An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make.

Peloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V)

Posted onTuesday, February 15, 2022Tuesday, February 15, 2022 Author by Ben Thompson

One more point on Peloton’s poor operations, then more news from the chip industry: Intel makes an acquisition and ARM is on its own.

By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
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Archives

  • Articles
  • Daily Updates
  • Years in Review

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