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      • A Big Market – China’s Smartphone OEMs

How does Amazon do it?

January 18, 2021by D/D Advisors Leave a comment

How does Amazon do it? – Amazon seems to have created a new model for building conglomerates

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Analyst Decoder Ring, Business Model, Management, Strategy

The Joy of SPACs

January 15, 2021by D/D Advisors Leave a comment

The Joy of SPACs – SPACs are a form of Celebrity Capital. But they can also be seen as a cry for help from the financial markets for reform of the IPO process.

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Analyst Decoder Ring, IPO, The Street

Did Qualcomm Just Buy a Server CPU Company? – No

January 14, 2021by D/D Advisors Leave a comment

Did Qualcomm Just Buy a Server CPU Company? – No. Instead it looks like a very expensive acqui-hire to help the company catch up in mobile applications processors.

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Analyst Decoder Ring, M&A, Qualcomm, Silicon

Cracks in the Firmament

December 17, 2020by D/D Advisors 1 Comment

Arm CPUs are Eating the World – Twitter is moving to AWS and using Arm-based CPUs, a major milestone in the advance of Arm into the data center and really bad news for Intel.

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Analyst Decoder Ring, Components, Enterprise Electronics, Silicon, The Cloud

More Fun with Wireless Standards

December 16, 2020by D/D Advisors 1 Comment

More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.

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Components, Networking, Qualcomm, Tin Foil Hat, Uncertainty, Wireless

Tsinghua Unigroup Defaults Widen

December 15, 2020by D/D Advisors Leave a comment

Tsinghua Unigroup Defaults Widen -but do not read too much into. China is committed to its semis policy, and Unigroup may face a change in ownership, but it isn’t going away either.

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Analyst Decoder Ring, China, Silicon, Stocks

Apple is Building its Own Modem (Redux)

December 12, 2020by D/D Advisors Leave a comment

Apple is Building its Own Modem (Redux) – When (not if) Apple builds its own modem, they will be able to boast better performance, battery life and advanced communications features (think Blue bubbles, but for phone calls).

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Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon, Wireless

Where will Apple take Silicon next?

December 10, 2020by D/D Advisors 1 Comment

Where will Apple take Silicon next? – Apple is looking to build its own GPUs next, and that will give them a clever way to boost PC margins.

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Analyst Decoder Ring, Components, Silicon, Strategy

A Look at Roblox’s User Data

December 8, 2020by D/D Advisors Leave a comment

A Look at Roblox’s User Data – Roblox has done a great job of growing its user base and providing content for older users, it also appears to have immense potential to expand geographically and to improve monetization

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Analyst Decoder Ring, Gaming, IPO

Amazon AI Assemble

December 8, 2020by D/D Advisors Leave a comment

Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.

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China, Components, Enterprise Electronics, Silicon

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Recent Posts

  • How does Amazon do it?
  • The Joy of SPACs
  • Did Qualcomm Just Buy a Server CPU Company? – No
  • Cracks in the Firmament
  • More Fun with Wireless Standards

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