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.

Intel and the Danger of Integration

Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.