Intel has announced a 7nm delay, after its 10nm debacle. How long will the company even pursue competition with TSMC and Samsung?
Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
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.
ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
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.
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.
Cisco is selling chips, which is a fascinating example of the Conservation of Attractive Profits. Then, Twitter’s MoPub revenue is more than it seems.
First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.