Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.
TSMC’s New Japan Fabs, Google’s New Chip, The Qualcomm Squeeze
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
Mark Liu in Time, Taiwan and China, TSMC and the U.S.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
An Interview with Dan Wang About China’s Tech Crackdown
Discussion about China’s tech crackdown, the impact on entrepreneurship, and the difference between hard tech and consumer tech.
TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
Mark Liu at TSIA, TSMC’s $100 Billion, Economics Versus Politics
TSMC made a big announcement that actually wasn’t anything new; the company still needs to worry about the impact of politics.
An Interview with Dan Wang About China, the U.S., and Technology
Dan Wang returns to the Stratechery Daily Update interview to discuss what he has learned over the last year, the symbiosis of the U.S.-China relationship, and whether it will survive in the long run.
Intel Questions, Facebook Pulls Up the Ladder
More Intel questions, including why anyone would choose to work with them. Then, Facebook wants to pull up the ladder on Section 230.
The Automotive Chip Shortage, Cheap and Complex, A Useful Crisis
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.
Apple Earnings, An Interview with Jay Goldberg About Chips and Intel
Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.