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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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By Ben Thompson

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Companies

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.

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
  • Companies
  • Topics

Archives

  • Articles
  • Daily Updates
  • Years in Review

Account

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Support

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