How to Software: A Guide for New CEOs
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….
Author Archives: D/D Advisors
Innovation Day: Intel Update
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.
Our View on Nvidia
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
It’s the Software…
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.
Qualcomm lives to fight another day
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.
Arm IPO – the $52 Billion Question
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.
What are US Policy Goals for Semis?
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.
Huawei Watchers and the Land of Magical Thinking
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.
Arm IPO 2 – The Search for More Money
Arm is a good company, but the rumored $64 billion valuation for their IPO will likely doom it as a stock/
Arm IPO – Second Impressions
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.