The U.S. is increasingly — and appropriately — concerned about its extreme dependence on Taiwan. TSMC needs to build in the U.S. if they don’t want to let Intel back in the game.
Zoom Follow-Up, Twitter Unmasking Follow-up, TSMC and Huawei
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.
AMD Launches 7nm Chips, Sony Partners with Microsoft, Apple and AWS
AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.
AMD and Modularity Follow-Up, Trump and Tech, Tech’s Vulnerability
The problem with AMD’s modularity approach; then, Trump attacks tech. The claims are baseless but that hardly means the industry is in the clear.
Uber Follow-up; GlobalFoundries Abandons 7nm; Pricing Power, Differentiation, and Integration
Not all of Uber’s efforts are new, but the urgency is. Then, there are only three foundries pursuing 7nm, which means more pricing power (and how this applies to Uber and self-driving cars).
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.
Morris Chang Retires; Apple, Microsoft, Facebook Follow-Up; Who Gets to Be on the Steam Store?
Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.
The End of Windows and Slack Versus Microsoft Teams, ARM on Macs?, Apple’s Commitment to the Mac
Microsoft Teams is another example where Windows held too much sway. Then, ARM might be coming to the Mac; if it is, it shows the importance of commitment.
Apple’s Business Model, Privacy, and Developers; Chip Industry Structure; Stripe Sigma
Apple’s business model lets the company sell privacy, but privacy shouldn’t compromise the business model. Plus, why developers can (still) deepen Apple’s moat, and how the chip, payments, and even publishing industry are similar.
Intel and the Delay in Moore’s Law, Another Android Vulnerability
Moore’s Law has officially hit a slow-down. The more important question is why — and it is necessarily as bad a thing as we expected? Plus, the latest Android vulnerability points to a big Apple advantage and the implications of tradeoffs.