Hardware is Hard
Hardware is Hard – Fun with numbers – A hardware company could spend $3 million to launch their first device. A software company could get to revenue faster and still have a $1 million to market a product with recurring revenue.
Author Archives: D/D Advisors
SPACs – the Morning After
Serious as a SPAC Attack – In the glow of a SPAC acquisition, companies need to spare a thought for what life will be like as a public company.
How does Amazon do it?
How does Amazon do it? – Amazon seems to have created a new model for building conglomerates
The Joy of SPACs
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.
Did Qualcomm Just Buy a Server CPU Company? – No
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.
Cracks in the Firmament
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.
More Fun with Wireless Standards
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.
Tsinghua Unigroup Defaults Widen
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.
Apple is Building its Own Modem (Redux)
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).
Where will Apple take Silicon next?
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.
