The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Nvidia Grace, GPU Use Cases, ARM and Integration
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
Mark Liu at TSIA, TSMC’s $100 Billion, Economics Versus Politics
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
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
More Intel questions, including why anyone would choose to work with them. Then, Facebook wants to pull up the ladder on Section 230.
Intel Unleashed, Gelsinger on Intel, IDM 2.0
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.
The Automotive Chip Shortage, Cheap and Complex, A Useful Crisis
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
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
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.