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Author Archives: D/D Advisors

people walking down the stairs

How to Software: A Guide for New CEOs

September 26, 2023by D/D Advisors Leave a comment

Dear Hardware CEO,
Welcome to your new role. We have a few suggestions on how you can transition your company from pure hardware to a software solution….

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Strategy

Innovation Day: Intel Update

September 20, 2023by D/D Advisors Leave a comment

Intel’s Analyst Day was a good chance to preview their messaging for their next generation of products. Expect to hear a lot about AI PCs, software freedom and TCO. Some of this rings true.

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Analyst Decoder Ring, Silicon

Our View on Nvidia

September 14, 2023by D/D Advisors Leave a comment

Nvidia’s massive earnings surprises have attracted a lot of attention online, not all of it positive. Sifting through the noise, the company is backed by real demand. And while its earnings will eventually hit an air pocket, it looks very strong long term

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AI, Analyst Decoder Ring, Silicon

It’s the Software…

September 13, 2023by D/D Advisors 1 Comment

Somebody needs to reignite excitement in the software ecosystem for phones. The semis vendors have an opportunity to rejuvenate the industry, but the changes it would require for their organizations likely means someone else will capture the opportunity.

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Android, App Economy, Apple, Mobile OS, Qualcomm, Strategy, Wireless

Qualcomm lives to fight another day

September 12, 2023by D/D Advisors 3 Comments

Apple has signed up to keep using Qualcomm’s modem. We would never say ‘We told you so’, but this development does not come entirely as a surprise. Building modems is hard.

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Apple, Qualcomm, Silicon, Wireless

Arm IPO – the $52 Billion Question

September 7, 2023by D/D Advisors 1 Comment

Arm now has a roadshow video which provides insight into the company’s growth plan. It also has a new target valuation. At $52 billion that remains challenging, but at least we now have an outline of how the company plans to grow.

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Analyst Decoder Ring, IPO, Qualcomm
green and black circuit board

What are US Policy Goals for Semis?

September 6, 2023by D/D Advisors Leave a comment

What is the goal of US Semis Policy? More manufacturing capacity? More leading edge capacity? A bigger semis industry? No one seems quite clear on this and maybe that is for the best.

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China, Silicon

Huawei Watchers and the Land of Magical Thinking

September 5, 2023by D/D Advisors 6 Comments

Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this new chip really changes anything.

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Analyst Decoder Ring, China, Components, Qualcomm, Silicon, Tin Foil Hat, Wireless

Arm IPO 2 – The Search for More Money

August 25, 2023by D/D Advisors Leave a comment

Arm is a good company, but the rumored $64 billion valuation for their IPO will likely doom it as a stock/

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IPO

Arm IPO – Second Impressions

August 23, 2023by D/D Advisors Leave a comment

Arm’s IPO filing – the gift that keeps giving – highlights so far: IPO proceeds go entirely to Softbank; a close look at ARM’s end market TAM by segment, and a valuation for Ampere.

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Analyst Decoder Ring, IPO, Qualcomm

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  • How to Software: A Guide for New CEOs
  • Innovation Day: Intel Update
  • Our View on Nvidia
  • It’s the Software…
  • Qualcomm lives to fight another day

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