The best Stratechery content from the week of July 28, 2025, including how to think about Figma, the future of the U.S.

Qualcomm Incorporated faces headwinds as Apple phases out its modems, risking $7.5B revenue. Click for my look at QCOM ...

It’s been an eventful time for Intel after its earnings call and then news that the chip vendor is spinning off its Network ...

Intel said it has yet to land “significant” customers for its Intel Foundry business, warning that it may abandon development ...

Intel's restructuring aims to restore profitability with cost cuts, divestitures, and a core business focus. Click here to ...