Chips and Geopolitics – 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
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
The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are on…| Stratechery by Ben Thompson
