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NXP Semiconductor

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.

ZTE and Trump, Dropbox Earnings, Bloomberg’s Paywall

Posted onMonday, May 14, 2018Tuesday, May 22, 2018 Author by Ben Thompson

The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.

Samsung Buys Harman International, Qualcomm Acquires NXP, The Nintendo Classic Edition

Posted onTuesday, November 15, 2016Tuesday, March 20, 2018 Author by Ben Thompson

Both Samsung and Qualcomm are moving into cars: I like Samsung’s move better, but both make sense. Then, Nintendo continues to have trouble adapting to the reality of today’s market

Semiconductors and Industry Cycles, Deals Galore, Intel to Acquire Altera

Posted onMonday, June 1, 2015Monday, August 27, 2018 Author by Ben Thompson

After a brief follow-up to my Google I/O Daily Update, I dive into the history of semiconductors and how it fits the traditional industry cycle. Then, an overview of recent transactions and how they fit in.

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By Ben Thompson

  • About
  • Stratechery Podcasts
  • Member Forum

Explore Stratechery

  • Concepts
  • Companies
  • Topics

The Daily Update

  • About The Daily Update
  • Subscribe Monthly
  • Subscribe Annually

Free Weekly Articles

Consume via: Email / Podcast / RSS
Follow: Twitter / Facebook / LinkedIn
Exponent Podcast

Archives

  • Articles
  • Daily Updates
  • Years in Review
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