An interview with Gregory Allen about the updated China chip ban and how Washington’s thinking has evolved over the last year, both because of China’s response and because of AI.
WWDC Preview, Meta’s Quest 3 Announcement, AI and the World
WWDC Preview, Meta’s Quest 3 Announcement, AI and the World
An Interview with Gregory C. Allen About China’s Chip Ban Response
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 Chip War Author Chris Miller
An Interview with Chip War author Chris Miller about why the U.S. succeeded in chips when the USSR didn’t, globalization and the importance of Taiwan and South Korea, and China’s prospects post chip ban.
Intel vs. TSMC, How Samsung and TSMC Won, MAD Chips
Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.
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
Apple’s App Store Concession, Why This is a Big Deal, Devil in the Details
Apple announced a major change to the App Store; is the company doing the bare minimum possible, or finally making concessions that are long overdue?
Daily Update: Japan and the Distinction Between Consoles and Mobile Gaming, Gaming in China and Asia, Xbox China Launch Delayed
Good morning, Until a few months ago gaming in general was a bit of a blind spot for me, and I think was hardly alone in that among technology observers. Still, it always bothered me that, for example, Apple spent so much time on gaming in their keynotes, yet I simply spaced out. So, asSubscribe […]