Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.| Stratechery by Ben Thompson
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.| Stratechery by Ben Thompson
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.| Stratechery by Ben Thompson
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.| Stratechery by Ben Thompson
A new CEO has taken over Intel. Their core business, upon which the company has been built, is floundering. Does the new CEO, who is not really new at all (he’s the current COO), have the vis…| Stratechery by Ben Thompson
An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.| Stratechery by Ben Thompson