FUD, Channel, Software and Prices
FUD, Channel, Software and Prices – Intel looks to be reaching the end of its competitive response playbook – cutting prices on their flagship products is not a good look for the company/
Author Archives: D/D Advisors
SiC and GAN
The materials we use to build semis are changing as new semis content in higher power devices like cars and power grids grows.
Global Foundries IPO!!!
Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.
Patents are the new Oil?
Are patents the new Oil? – China’s courts are paving the way for Chinese companies to change the way the global patent system runs.
China’s Patent March
China’s Patent March: In which the word “Encourage” does a lot of work – China is seeking to move its economy up the value chain, and this has meant a shifting series of conflicts over IP in many industries.
Fun with Open Source Semis
Fun with Open Source Semis – RISC-V is really starting to gain momentum, with new companies popping up all over the market landscape.
The Apple Satellite Phone?
The Apple Satellite Phone? Probably not, the laws of physics…maybe an emergency messaging system or maybe just a new operator relationship.
What is Going on with Arm China?
What is Going on with Arm China? – Arm’s China JV has gone fully rogue, declaring independence, adding quite a wrinkle to this ongoing drama.
Idle Speculation on Nvidia and Arm
Idle Speculation on Nvidia and Arm – Could Nvidia’s acquisition plans for Arm break? Probably not, but Arm customers hate the deal, regulators do not seem to like it either, and it is possible Softbank could find better ROI with an alternative path.
Roll Your Own Adventure
Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.
