Political Chips – Stratechery by Ben Thompson
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.
Political Chips – Stratechery by Ben Thompson Skip to content Political Chips Wednesday, August 3, 2022 Last Friday AMD surpassed Intel in market capitalization: This was the second time in history this happened — the first was earlier this year — and it may stick this time; AMD, in stark contrast to Intel , had stellar quarterly results . Both stocks are down in the face of a PC slump, but that is much worse news for Intel, given that they make worse chips . It’s also not a fair comparison: AMD, thirteen years on from its spinout of Global Foundries, only designs chips; Intel both
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