Intel's Humbling(stratechery.com)

501 points by jseliger 2 years ago | 354 comments

Stratechery essay by Ben Thompson analyzing Intel's struggles, its leadership history, and its foundry strategy.

Wafer Scale and Trilogy Systems: Part 1(thechipletter.substack.com)

17 points by signa11 2 years ago | 2 comments

Open Challenges in LLM Research(huyenchip.com)

142 points by muggermuch 3 years ago | 61 comments

IBM Spins Off the First Pure-Play Quantum Chip Foundry(futurumgroup.com)

144 points by rbanffy 5 months ago | 62 comments

Intel's Immiseration(thechipletter.substack.com)

177 points by rbanffy 2 years ago | 185 comments

US Intel(stratechery.com)

487 points by maguay 1 year ago | 517 comments

Stratechery article by Ben Thompson analyzing the U.S. government's stake in Intel and the case for it, starting with a steelmanning framing.