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Author Archives: D/D Advisors

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Why is Amazon building CPUs?

August 16, 2022by D/D Advisors Leave a comment

AWS cannot control the software it runs, but it can still benefit from having its own CPU by reducing power consumption and thus increasing capacity of its data centers. And maybe that also introduces a new form of customer lock-in.

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Enterprise Electronics, Roll Your Own, Silicon

The Photonics Football

August 12, 2022by D/D Advisors 2 Comments

Optical stocks are volatile even in the best market conditions. Someday they will find their value, but it is going to be hard to determine when that will be.

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Enterprise Electronics, Networking, Stocks

Lucy and the Photonics Football

August 11, 2022by D/D Advisors 1 Comment

The optical industry is plagued by manufacturing and packaging obstacles, but may finally be closing in the Holy Grail of Silicon Photonics. This time is totally different….

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Components, Enterprise Electronics, Silicon
gray and gold steel gears

The Feel of Bare Metal

August 9, 2022by D/D Advisors 1 Comment

Much of modern technology is built on the idea of abstracting different layers of systems so that they can operate independently. For semis, the pendulum is now swinging back the other direction towards less abstract, custom chips.

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Roll Your Own, Silicon

The Changing Face of Compute

August 1, 2022by D/D Advisors 3 Comments

A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.

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Autonomous Vehicles, Enterprise Electronics, Qualcomm, Roll Your Own, Strategy, The Cloud, The Edge

Can there be a long tail of semis?

July 28, 2022by D/D Advisors Leave a comment

There probably will not be thousands of companies designing their own chips – the upfront costs are just too prohibitive – but there will be enough to mark a major shift for the industry.

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Enterprise Electronics, Roll Your Own, Silicon, Strategy

State of the Roll Your Own Semis Market

July 26, 2022by D/D Advisors Leave a comment

By our count 28 non-chip companies are developing their own chips. Of these, at least 16 have delivered multiple generations of their chips, signaling a long-term commitment.

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Apple, Roll Your Own, Silicon

Semis for Everyone?

July 14, 2022by D/D Advisors Leave a comment

Google is promoting the growth of open source tools for designing semis. The science fiction version of this story leads to everyone designing chips, the reality is going to be much narrower, but still means many more companies designing their own semis.

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Google, Roll Your Own, Silicon

Doom and Gloom

July 13, 2022by D/D Advisors Leave a comment

The markets are terrible. Moore’s Law is slowing. 6G is distant. But we are actually optimistic. Solutions exist for building compelling, complex systems. All that is missing is imagination and a bit of capital.

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Silicon, Strategy, Uncertainty

Custom Silicon and Start-ups

July 12, 2022by D/D Advisors Leave a comment

The shift from general purpose silicon to semi-custom and tailored SoCs presents a big opportunity for chip start-ups. If they follow a few simple rules.

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Autonomous Vehicles, Enterprise Electronics, Roll Your Own, Silicon, The Edge

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  • Why is Amazon building CPUs?
  • The Photonics Football
  • Lucy and the Photonics Football
  • The Feel of Bare Metal
  • The Changing Face of Compute

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