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.
Author Archives: D/D Advisors
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.
Idle Speculation on Apple Cars
Idle Speculation on Apple Cars – If Apple is building a car, they are going to need a trusted assembly partner. Has anyone noticed how much investment Foxconn has been pouring into autos lately?
Where is Qualcomm Driving?
Where is Qualcomm Driving? – As the smartphone market matures, Qualcomm has finally taken steps to diversify into new markets – IoT and Auto both offer big opportunities, but may be many years away.
A Funny Shape for a Monolith
A Funny Shape for a Monolith – So much of the coverage of China’s government fails to grasp the complexities. The recent tech crackdown is just the latest example of policy decisions with trade-offs and many unintended consequences.
What are they thinking?
What are they thinking? – Google used its burgeoning chip design capabilities to create an apps processor phones. It is likely to have some incredible AI features, but it is unlikely to see much adoption or to change the industry.
2021 State of the Mobile Baseband
2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.
