August | 2025 | The Overspill: when there's more that I want to say
9 posts published by charlesarthur during August 2025| The Overspill: when there's more that I want to say
9 posts published by charlesarthur during August 2025| The Overspill: when there's more that I want to say
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.| 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
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
