Stratechery by Ben Thompson
  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

Stratechery by Ben Thompson
Menu

Stratechery Plus

Subscribe
Log In

Learn More
Member Forum

  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
    • All Articles

Latest Podcast

  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down
Companies

ZTE

  • China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge

    Monday, October 13, 2025

    Listen to Podcast

    China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to.


  • AI Promise and Chip Precariousness

    Tuesday, February 25, 2025

    Listen to Podcast

    Watch on YouTube

    The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.


  • AI Diffusion Regulations, Closing Loopholes, The Objections

    Tuesday, January 14, 2025

    Listen to Podcast

    The Biden administration has a raft of new regulations aimed at limiting AI exports; the motivation makes sense, but the precedent and second-order effects are worrisome.


  • An Interview with Gregory Allen About the State of China Chip Export Controls

    Thursday, December 12, 2024

    Listen to Podcast

    An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war.


  • An Interview with Gregory C. Allen About China’s Chip Ban Response

    Thursday, May 4, 2023

    Listen to Podcast

    An interview with Gregory C. Allen about Japan and Netherlands joining the chip ban, whether this path was avoidable, and what China is going to do next.


  • An Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban

    Thursday, December 15, 2022

    Listen to Podcast

    An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place


  • The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not

    Tuesday, October 11, 2022

    Listen to Podcast

    The Biden administration released wide-ranging limits on the exports of chips and chip-making technology to China; it is a position that makes logical sense, even as it makes the status quo more fragile.


  • China, Leverage, and Values

    Tuesday, May 21, 2019

    If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.


  • China’s Alleged Hardware Hack, How the Attack (Allegedly) Happened, Believability and Implications

    Thursday, October 4, 2018

    Bloomberg has published an explosive report alleging a hardware hack that has affected multiple companies, including Apple and Amazon; both deny it. What might have happened, who can be believed, and what might happen next?


  • Adobe Buys Magento, Podcast News, ZTE Deal Reportedly Reached

    Tuesday, May 22, 2018

    Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.


Older Posts→

Stratechery Plus

Updates

  • John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

    Wednesday, April 22, 2026
  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
View All

Stratechery Plus

Podcasts

  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down
  • Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

    Greatest Of All Talk | Apr 20
    Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs
  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Stratechery Plus

Interviews

  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
View All

Sharp Text

Articles

  • What the NBA Needs Right Now Is Anyone But OKC
    Friday, April 17, 2026
  • Hormuz, Rushmore and a Sam Altman Story That Missed the Story
    Friday, April 10, 2026
  • A Snap of Oversteer
    Friday, April 3, 2026
View All

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

View All
All Articles

Explore all free articles on Stratechery.

View All
All Content

Explore all posts on Stratechery.

View All

Stratechery Plus

UpdateS

  • John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

    Wednesday, April 22, 2026
  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
View All

Stratechery Plus

Podcasts

  • Tim Cook Steps Down

    Dithering | Apr 21
    Tim Cook Steps Down
  • Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

    Greatest Of All Talk | Apr 20
    Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs
  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Stratechery Plus

Interviews

  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
View All

© Stratechery LLC 2026 | Terms of Service | Privacy Policy

Designed with WordPress. Hosted by Pressable.