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      • A Big Market – China’s Smartphone OEMs

AI Semis – the Have and Have Nots

May 26, 2023by D/D Advisors Leave a comment

Qualcomm has a robust AI offering, and the market for AI Inference at the Edge is huge. But Qualcomm and every other company not named Nvidia, will struggle to ride this wave to AI riches.

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Qualcomm, Silicon
men fighting in the ring

Marketing CPUs in a Multi-Polar World

May 25, 2023by D/D Advisors Leave a comment

How do CPU companies market in a newly, highly-fragmented market? There are no easy answers in this very complex, rapidly moving environment, but there is some hope.

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Roll Your Own, Silicon

Our Semis Are From the Niagara Falls Area

May 24, 2023by D/D Advisors 2 Comments

Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?

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Apple, Components, Networking, Qualcomm, Roll Your Own, Silicon, Wireless
blue green and red abstract illustration

Two Great Tastes That May Not Go Great Together

May 19, 2023by D/D Advisors Leave a comment

Analog and digital chip companies have operated largely independently for years, but those boundaries are shifting, which may be opening up some major opportunities.

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Wireless
a close up on a female like hands assembling broken white plate

AI Semis Market Landscape

May 17, 2023by D/D Advisors Leave a comment

There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.

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Autonomous Vehicles, Deep Tech, Electric Vehicles, Roll Your Own, Silicon
black and red computer motherboard

Why do we use GPUs for AI?

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

We provide a basic look at why GPUs are the chip of choice for AI workloads, with a look at the early days of Nvidia CUDA.

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Silicon
photo of brown sand

How long can Global Foundries keep it up?

May 10, 2023by D/D Advisors Leave a comment

GF’s results disappointed, and opens the door to questions about its long term future.

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Analyst Decoder Ring, Silicon

NVDA as a Software Stock?

May 9, 2023by D/D Advisors 5 Comments

Should we value Nvidia as a software stock? Its CUDA software is a major competitive advantage in AI. Even if we do this, it is hard to get comfortable with the current share price.

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Analyst Decoder Ring, Silicon, The Street
pexels-photo-374918.jpeg

Semi Software – Bug, Feature or Product?

May 5, 2023by D/D Advisors 1 Comment

Many semis companies say they want to sell software. We think they really want recurring revenue and software company multiples. And what they really need is competitive advantage, which software can sometimes provide but is not the only way.

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Roll Your Own, Silicon, Strategy

How do you say Trade War in German?

May 3, 2023by D/D Advisors 3 Comments

China has become a net exporter of vehicles for the first time in its history. They are selling a lot of EVs to the world, and that will reverberate throughout the global economy.

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China, Deep Tech, Electric Vehicles

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  • AI Semis – the Have and Have Nots
  • Marketing CPUs in a Multi-Polar World
  • Our Semis Are From the Niagara Falls Area
  • Two Great Tastes That May Not Go Great Together
  • AI Semis Market Landscape

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