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 best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees.| Stratechery by Ben Thompson