Q&A with Arm CEO Rene Haas on changing Arm's culture, working with Arm owner SoftBank, developing Arm's AGI CPU data center chip fabricated by TSMC, and more
Lauren Goode /Wired:
Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
Ben Thompson, the internet's premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy.
A look at “TSMC Village” in North Phoenix, as TSMC brings skilled workers from Taiwan who struggle with adapting to a sprawling suburbia and summer temperatures
Peter S. Goodman / New York Times :
Sources: Sam Altman is on a global tour since September, including UAE and East Asia, seeking funding and urging companies like TSMC to prioritize OpenAI orders
Chief executive is looking to East Asia and the Mideast for funding and manufacturing partners for his multitrillion-dollar plan to build more data centers
A look at The Technology Brothers Podcast Network, a daily tech news talk show that has captured the attention of Silicon Valley's investors and founders
In recent months, John Coogan and Jordi Hays, co-hosts of “TBPN,” a daily tech news talk show that has captured the attention … X: @willmanidis , @dwr , @manasjsaloi , @thefrandawg , @aginnt , @cjgbe...
A former Intel CEO and chair says the company shouldn't be broken up because its foundry unit now has the tech and manufacturing know-how to compete with TSMC
He believes Intel has now caught up with TSMC from a technology perspective and a break up will be distracting. … X: Daniel Newman / @danielnewmanuv : A good counterpoint on subsets of the Intel Board...
About 50% of the 2,200 employees at TSMC's Arizona plant are from Taiwan, seeding a cultural and demographic shift at the edge of Phoenix and the Sonoran Desert
Taiwan Semiconductor Manufacturing Company, a global tech giant, brought thousands of workers from Asia to the Phoenix suburbs …
Dozens of sources share how Intel CEO Pat Gelsinger fumbled the company's revival, including offending TSMC with Taiwan comments and losing a deep TSMC discount
Forget having the wrong fab and SKUs and now having to try to claw back so much market share: where's their vaunted organizational IQ? — Intel's market cap is down 66% but even that is on past glory...
Interviews with 12 TSMC staff detail ongoing culture clashes in Arizona, as well as Japan and Germany; about 50% of the 2,200 Phoenix workers came from Taiwan
The Taiwan Semiconductor Manufacturing Company facility in Phoenix.Cassidy Araiza for The New York Times