2018-09-10
Planning & Strategy. * Me, writing about margins and strategy and making sacrifices. * In their 2018 annual report, Altium (which is primarily known for their electronic
2018-09-04
Planning & Strategy. * GlobalFoundries shut down their effort to move to a 7 nm process node, leaving only three semiconductor foundries (Intel, Samsung, and TSMC)
2018-08-27
Planning & Strategy. * A very wonky and very bearish analysis of Intel's server business. * On the unique difficulties in starting businesses with significant
2018-08-20
Planning & Strategy. * 5G has been in the news a lot lately, with several new phone annoucements and Verizon's wireless TV pitch. 2019
2018-08-10
Things to read. Mostly about manufacturing.
2018-08-06
Things to read. Mostly about manufacturing.