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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

TSMC

Chips and Geopolitics May 19, 2020
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
Intel and the Danger of Integration June 25, 2018
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.
Intel Problems January 19, 2021
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.

TSMC’s New Japan Fabs, Google’s New Chip, The Qualcomm Squeeze

Posted onThursday, October 21, 2021Thursday, October 21, 2021 Author by Ben Thompson

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.

Posted onThursday, October 7, 2021Thursday, October 7, 2021 Author by Ben Thompson

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

Posted onMonday, September 20, 2021Monday, September 20, 2021 Author by Ben Thompson

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

Posted onMonday, July 19, 2021Monday, July 19, 2021 Author by Ben Thompson

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

Posted onMonday, April 5, 2021Monday, April 5, 2021 Author by Ben Thompson

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

Posted onThursday, April 1, 2021Wednesday, May 26, 2021 Author by Ben Thompson

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

Posted onThursday, March 25, 2021Thursday, March 25, 2021 Author by Ben Thompson

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

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.

Apple Earnings, An Interview with Jay Goldberg About Chips and Intel

Posted onThursday, January 28, 2021Wednesday, May 26, 2021 Author by Ben Thompson

Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.

Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings

Posted onWednesday, January 20, 2021Thursday, February 4, 2021 Author by Ben Thompson

That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.

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By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

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Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
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  • Topics

Archives

  • Articles
  • Daily Updates
  • Years in Review

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