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Intel Problems
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.
Ben Thompson
On the business, strategy, and impact of technology.
- Popular posts
- 180
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- 43,593
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- 32,136
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- #6 personal
Visit stratechery.com → On Hacker News May 2013 – Oct 2026
Tech Industry & Business 180Society, Policy & Culture 48AI & Machine Learning 21Hardware & Electronics 17Career & Management 7Security & Privacy 4
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Intel's Humbling
Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and execution a decade ago; the company, though, appears to be headed in the right direction, as evidenced by i…
3
US Intel
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.
4
Apple, ARM, and Intel
ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
5
Apple Vision
Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic.
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Intel Honesty
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.
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The Intel Split
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
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Intel Unleashed, Gelsinger on Intel, IDM 2.0
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.
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An interview with AMD CEO Lisa Su about solving hard problems
An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.
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Intel and the Danger of Integration
Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.
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The Apple Vision Pro’s missing apps
The Apple Vision Pro is missing some important apps, and it seems likely that Apple’s App Store policies played a part. Might the company respond by doubling down with Disney?
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The iPhone's Last Stand?
Siri isn’t state of the art, but as long as it works — and it appears it does — it’s good enough for the consumer market.
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The Apple Vision Pro
The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.
14
Political Chips
Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.
15
TSMC Risk
If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and stunt the AI revolution.
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An Interview with Intel CEO Pat Gelsinger
An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make.
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Chips and Geopolitics
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.