It matters that Qualcomm is a U.S. company. Then, why Twitter is struggling with advertising, and what a subscription product might look like.
Qualcomm Wins on Appeal, The Opinion, Apple’s Foresight
Qualcomm won its appeal against the FTC; most of the opinion’s narrow arguments make sense, but look differently when considered holistically.
Intel’s New Delay, Intel’s Multiplying Delays, Intel and TSMC
Intel has announced a 7nm delay, after its 10nm debacle. How long will the company even pursue competition with TSMC and Samsung?
Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads
Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
Xscale and ARM in the Cloud, Hey Versus Apple, Apple’s IAP Campaign
Follow-up on Apple, ARM, and Intel, then unpacking the Hey dispute with Apple, and the possibility that Apple is doubling-down on Services by squeezing developers.
Apple, ARM, and Intel
ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
Chips and Geopolitics
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
Taiwan and Tech’s Geopolitical Realities, ARM on Mac?, TSMC’s Choice
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.