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Monthly Archives: December 2023

Revisiting Personal Area Networks

December 14, 2023by D2D Advisory 2 Comments

The idea of personal area networks has been around for a long time, but advances in technologies and transmission technologies, like those from Ixana, offer a glimmer of hope that consumer electronics could be exciting again someday.

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Wireless
people carrying coffin

Did AT&T and Ericsson Finish off O-RAN?

December 13, 2023by D2D Advisory 2 Comments

AT&T took the highly unusual step of moving to a single vendor for its RAN. There is no technical reason for this. Economics (probably with some subsidies) and a quest for “open” networks are more likely. Either way, this is not good for O-RAN.

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Analyst Decoder Ring, Networking, Tin Foil Hat, Wireless

Can another fabless giant emerge?

December 12, 2023by D2D Advisory Leave a comment

Can stand-alone semis companies survive and grow into platform giants? The path is there, but it is very hard to reach that goal.

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Components, Silicon
white metal cart inside room

Is Anyone Going to Make Money in AI inference?

December 8, 2023by D2D Advisory 1 Comment

The market for AI Edge Inference may not monetize well for the semis vendors.

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AI, Silicon
man working using a laptop

What does Marvell want to be?

December 7, 2023by D2D Advisory 3 Comments

Marvell has immense talent and a wide range of capabilities. But it is not clear how that all hangs together. It is hard to see Marvell as an independent company five years from now.

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Analyst Decoder Ring, Roll Your Own, Silicon
brown bear

AMD Does Not Need to Outrun the Bear

December 7, 2023by D2D Advisory Leave a comment

So long as AMD has better GPUs than Intel and better CPUs than Nvidia they should have a seat at the table in the market for data center processors.

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AI, Analyst Decoder Ring, Silicon
two deer clash antlers

Elliott vs. Crown Castle

December 5, 2023by D2D Advisory Leave a comment

Elliott Investments has started an activist campaign against Crown Castle. They are a serious firm and came prepared. CCI’s management has a tough fight in store.

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Analyst Decoder Ring, Investor Relations

No Going Back: The New Data Center

December 1, 2023by D2D Advisory 1 Comment

The numbers on data center processor revenue share are stark. Nvidia has been growing strongly for years and now dominates the league tables. The only question is really what is the new status quo for their share?

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AI

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