Intel Problems

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.

Apple, ARM, and Intel

ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.

Chips and Geopolitics

TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.