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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Nuvia

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

Posted onThursday, January 27, 2022Thursday, January 27, 2022

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

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

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

Posted onThursday, January 28, 2021Wednesday, May 26, 2021

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

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

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Explore Stratechery

  • Concepts
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Archives

  • Articles
  • Updates
  • Interviews
  • Years in Review
The Stratechery Update
Stratechery Interviews
Dithering
Sharp Tech with Ben Thompson
Sharp China with Sinocism's Bill Bishop
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