Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.

Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.

If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and ...

Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.

Intel’s earnings were disappointing because the company is missing a huge opportunity by virtue of selling off its capacity.

The best Stratechery content from the week of January 26, 2026, including tech’s looming chip problem, what Meta is doing and why, and disappearing PLA generals and “De-Risking”.

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to ...

Meta is up, despite massive CapEx plans. The company is turning every dial to drive revenue, because Mark Zuckerberg thinks winning in AI is existential. Intel’s earnings were disappointing because ...

An interview with Kalshi co-founder and CEO Tarek Mansour about the value of prediction markets. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery ...

Intel may not be the most obvious place to start when it comes to the China chip sanctions announced by the Biden administration three weeks ago (I covered the ban in the Daily Update here and here); ...