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The Return of the Conglomerate?

May 20, 2022by D/D Advisors Leave a comment

Fifty years ago the Street fell in love with diverse conglomerates like Gulf + Western. How different are the sprawling operations of the major Internet companies today?

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Analyst Decoder Ring, Google, Stocks, Strategy

AI is Everywhere, It’s Exhausting

May 19, 2022by D/D Advisors Leave a comment

AI is appearing everywhere, but at heart it is just a highly efficient solution to a specific set of computer science problems – this is sparking a new class of opportunity for chip companies and IP providers to tap into the opportunity.

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Autonomous Vehicles, Roll Your Own, Silicon

Who will end up holding the Semis bag?

May 18, 2022by D/D Advisors 3 Comments

The semis cycle is peaking. Unlike past downturns, it looks like the foundries and the semicap companies may be able to weather the downturn fairly well, but that means the fabless companies are likely to bear the brunt.

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Components, Silicon

Who needs a Private Network?

May 17, 2022by D/D Advisors Leave a comment

Private networks remain a hot topic, probably beyond their real world utility. That being said, for enterprises who need them, like oil and gas companies, they can be a powerful option.

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Enterprise Electronics, Networking, Wireless

Pioneers are the ones with arrows in them

May 12, 2022by D/D Advisors Leave a comment

MobiledgeX has reportedly been acquired by Google for a modest price. This demonstrates the challenges that small, innovative companies are starting to face when going up against the Giants.

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Google, The Cloud, The Edge

Are US Semis too expensive?

May 10, 2022by D/D Advisors 6 Comments

TSMC has world leading semi manufacturing skills, but Morris Chang’s claim of “50% cost advantage” has more to do with currency than hazy notions about the US workforce’s capabilities. Nonetheless, bringing fabs back to the US will be challenging.

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Analyst Decoder Ring, Silicon

Semis read through from Amazon’s earnings

May 5, 2022by D/D Advisors 2 Comments

There is a real chance that AWS’s purchase of semis may decline year-on-year in the second half as they, like everyone else, moderates pandemic spending. Not a cause for panic, but worth remembering that we tend to take data center growth for granted.

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Analyst Decoder Ring, Silicon, The Cloud

Networking: The More Things Change…

April 27, 2022by D/D Advisors Leave a comment

Google’s new Aquila protocol is interesting because it begs the question what do they need it for? But it also harkens back to the days of packet switched networks, in an ironic sort of way.

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Google, Networking, The Cloud

Keeping up with Google Semiconductor

April 26, 2022by D/D Advisors 4 Comments

Google has a new chip – the TiN – for networking. An interesting chip in its own right but we also see it as a sign that Google is creating tools that let any software coder design a chip. And if Google can do it, maybe everyone else will too. Someday.

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Google, Networking, Roll Your Own

Benchmarking Arm in the Data Center

April 21, 2022by D/D Advisors Leave a comment

Software company Red Panda did an in-depth analysis of Graviton’s Arm-based server CPU, and demonstrates that Arm is starting to look very strong in the data center.

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Analyst Decoder Ring, Components, Enterprise Electronics, Roll Your Own, Silicon

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Recent Posts

  • The Return of the Conglomerate?
  • AI is Everywhere, It’s Exhausting
  • Who will end up holding the Semis bag?
  • Who needs a Private Network?
  • Pioneers are the ones with arrows in them

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