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      • A Big Market – China’s Smartphone OEMs

Semis Top Five

February 3, 2023by D/D Advisors Leave a comment

We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive:
1. ADI & TI
2. QCOM
3. NVDA
4. Some chip company from China
5. The smoldering remains of Intel, probably owned by others.

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Apple, Google, Qualcomm, Roll Your Own, Silicon

The Sixth Sense – We See Data

January 31, 2023by D/D Advisors Leave a comment

Moore’s Law brings benefits beyond semis. The price and accuracy of sensors are both moving in the right direction allowing for fine-grained pervasive sensor networks, just as advances in AI mean we can make real use of all that data.

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Components, Electric Vehicles, Enterprise Electronics, IoT
vehicles parked inside elevated parking lot

Consider Yourselves Warned – China Autos

January 30, 2023by D/D Advisors 2 Comments

China’s EV market is an exercise in controlled chaos that is likely to reshape the global auto industry.

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Autonomous Vehicles, China, Electric Vehicles

Shenzhen Wasn’t Built in a Day

January 25, 2023by D/D Advisors 3 Comments

South China’s electronics complex is built on human capital and intangibles as much as it is on plain, old-fashioned capital and money. This makes it harder for anyone else to replicate.

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China
woman holding books

How Soft is that Hardware?

January 24, 2023by D/D Advisors 3 Comments

We are all familiar with software and Internet companies building their own chips. Less appreciated is the extent to which semis companies are all gradually morphing into software providers as well.

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Roll Your Own, Silicon, Strategy

RISC V and a Whole New Kind of Software Mess

January 13, 2023by D/D Advisors 2 Comments

RISC V is going to encounter a lot of software incompatibility problems, but that probably won’t matter, and definitely won’t stop it.

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Qualcomm, RISC V, Roll Your Own, Silicon

CES – Big and Autonomous

January 12, 2023by D/D Advisors Leave a comment

There were a lot of autonomous vehicles at CES – not just cars but lots of Big things.

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Analyst Decoder Ring

CES 2023 and the Future of CES

January 11, 2023by D/D Advisors Leave a comment

For us, the big theme of CES was how empty much of the show was. Is the show just recovering from the pandemic or is it poised to become something different.

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Analyst Decoder Ring

Intel Mobile Deja Vu

December 16, 2022by D/D Advisors Leave a comment

The market for base station and RAN silicon is shaping up to one of the most interesting to watch in the new year. And intel seems to have forgotten its long, sorry history in the space, making for some great viewing.

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Analyst Decoder Ring, Components, MWC, Networking, Qualcomm, Roll Your Own, Silicon, Wireless
scenic photo of water dam during daytime

How did TSMC get so good?

December 15, 2022by D/D Advisors Leave a comment

TSMC has had decades of government subsidies and currency suppression working in it favor, but they have used that to build an incredibly deep reservoir of human capital which no one else can readily replicate.

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  • Semis Top Five
  • The Sixth Sense – We See Data
  • Consider Yourselves Warned – China Autos
  • Shenzhen Wasn’t Built in a Day
  • How Soft is that Hardware?

Category Cloud

Analyst Decoder Ring Android Appconomy Apple Autonomous Vehicles blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking IoT IPO M&A Management Mobile OS Mobile Web MWC Networking Qualcomm Roll Your Own Silicon Stocks Strategy The Cloud The Street The Valley Wireless

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