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On the business, strategy, and impact of technology.

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Companies

Qualcomm

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.

Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel

Posted onThursday, January 27, 2022Thursday, January 27, 2022 Author by Ben Thompson

Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.

TSMC’s New Japan Fabs, Google’s New Chip, The Qualcomm Squeeze

Posted onThursday, October 21, 2021Thursday, October 21, 2021 Author by Ben Thompson

TSMC is making new trailing edge fabs in Japan; Google made a new system-on-a-chip that is less than it seems, but it explains why Qualcomm is getting squeezed

The Automotive Chip Shortage, Cheap and Complex, A Useful Crisis

Posted onThursday, February 25, 2021Thursday, February 25, 2021 Author by Ben Thompson

The chip shortage facing the automobile industry has more to do with the auto industry’s failure to understand chips than a lack of U.S. capacity; still, a crisis in one area might fix another.

Apple Earnings, An Interview with Jay Goldberg About Chips and Intel

Posted onThursday, January 28, 2021Wednesday, May 26, 2021 Author by Ben Thompson

Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.

Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings

Posted onWednesday, January 20, 2021Thursday, February 4, 2021 Author by Ben Thompson

That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.

Qualcomm Follow-up, Twitter Earnings, Twitter Subscriptions?

Posted onThursday, August 13, 2020Thursday, February 4, 2021 Author by Ben Thompson

It matters that Qualcomm is a U.S. company. Then, why Twitter is struggling with advertising, and what a subscription product might look like.

Qualcomm Wins on Appeal, The Opinion, Apple’s Foresight

Posted onWednesday, August 12, 2020Thursday, February 4, 2021 Author by Ben Thompson

Qualcomm won its appeal against the FTC; most of the opinion’s narrow arguments make sense, but look differently when considered holistically.

Huawei Loses ARM, More on Values (and Facebook), Qualcomm Loses to FTC

Posted onWednesday, May 22, 2019Wednesday, May 22, 2019 Author by Ben Thompson

Huawei loses its partnership with ARM, then why the question of values was a criticism of the U.S. too (and Facebook’s arguments against regulation). Plus, the FTC wins against Qualcomm

Apple-Qualcomm Follow-up, The PS5, Jeff Bezos’ Letter to Shareholders

Posted onThursday, April 18, 2019Thursday, April 18, 2019 Author by Ben Thompson

More on Apple-Qualcomm, then Sony releases details about their next-generation console, and Jeff Bezos’ annual letter to shareholders has a decidedly different tone.

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By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
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