AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
An interview with Paul Mozur on technology in China, including WeChat, TikTok, Trump, TSMC, and Huawei.
New Huawei rules may kill not only the company’s handset business, but also its base station business. Why hasn’t China yet retaliated against Apple?
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 won its appeal against the FTC; most of the opinion’s narrow arguments make sense, but look differently when considered holistically.
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.