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benfwalla committed Aug 20, 2024
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[
{
"title": "TSMC Earnings, The AI Milestone",
"public_url": "https://stratechery.com/2024/tsmc-earnings-the-ai-milestone/",
"publish_date": "Tue, 20 Aug 2024 11:49:11 +0000",
"file_location": "./data/TSMC Earnings, The AI Milestone.md",
"summary": "In Ben Thompson's article \"TSMC Earnings, The AI Milestone\" on Stratechery, the author discusses TSMC's recent earnings milestone in high-performance computing, specifically in AI, surpassing smartphones. Thompson highlights the significance of this achievement and suggests that the next pivotal moment will be when Apple is no longer the leading-edge customer for TSMC."
},
{
"title": "AMD Acquires ZT Systems, AMD's Integration, Substack In-App Purchases",
"public_url": "https://stratechery.com/2024/amd-acquires-zt-systems-amds-integration-substack-in-app-purchases/",
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