An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act, plus Nvidia’s perfect storm, the importance of software versus chip design, and why Goldberg is so optimistic about ARM in the data center.
Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.
An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.
Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.
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 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.
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Why Samsung and Google grew apart, leaving an opening for Microsoft, who still needs access to devices.
Apple’s Errors don’t preclude the idea that prices are too high; meanwhile, the company is meaningfully pivoting to services, at least in terms of content. Then, Samsung’s pain is Apple’s gain.