About this episode
To email the show: email@sharptech.fm Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. Political Chips — Stratechery Political Chips Follow-Up, Intel Earnings, SMIC at 7nm — Stratechery Update CHIPS Act; America, China, and Intel; Micron and TSMC — Stratechery Update AI Chips and China, Geopolitical Considerations, Nvidia Considerations — Stratechery Update Morris Chang Interview — Brookings Institute Pelosi’s Taiwan Trip Left a Fuming White House Scrambling for a Plan — Bloomberg Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.