This week, Thaddeus and Gary talk about Intel’s building projects, opening up their x86 patents for more innovation, chip shortages, droughts and fire, a SpaceX Starlink Update, the resurrection of We Work, and Special Purpose Acquisition Companies.

Notes

Intel’s x86 Designs No Longer Limited to Intel on Intel: IP Blocks for Foundry, Cores on TSMC

Intel’s New IDM 2.0 Strategy: $20b for Two Fabs, Meteor Lake 7nm Tiles, New Foundry Services, IBM Collaboration, Return of IDF

Fab fires and drought threaten to make chip shortages worse

Chip shortage may threaten PlayStation 5 supplies at Christmas

A silicon chip shortage is causing automakers to idle their factories

Letter to Biden

Rural Iowans seeing benefits from SpaceX Starlink internet

SpaceX launches 60 new Starlink internet satellites, nails latest rocket landing at sea

OneWeb CEO: Here’s why our product is different than Elon Musk’s SpaceX Starlink