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Category Archives: Analyst Decoder Ring

NVDA as a Software Stock?

May 9, 2023by D/D Advisors 5 Comments

Should we value Nvidia as a software stock? Its CUDA software is a major competitive advantage in AI. Even if we do this, it is hard to get comfortable with the current share price.

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Analyst Decoder Ring, Silicon, The Street

Where are the Profits? Foundry Edition

May 2, 2023by D/D Advisors Leave a comment

We did some math to show market share and profit share in the foundry business. This data maps to intuition, but the scale of TSMC’s dominance and Intel’s declining fortunes stand out.

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Analyst Decoder Ring, Silicon

Battle of the Business Models

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

Global Foundries’s future lays in bringing the fabless business model to the analog industry. The transition to 300mm wafers could prove a big catalyst for that.

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Analyst Decoder Ring, Silicon, Strategy
black calculator near ballpoint pen on white printed paper

The Dullest Parts Matter the Most

March 17, 2023by D/D Advisors 2 Comments

Semi companies are going to need to adjust their cost structures to compete in a semi-custom world. This sounds boring but it can become a real source of competitive differentation.

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Analyst Decoder Ring, Components, Management

Earnings Seasons Quick Recap

February 10, 2023by D/D Advisors Leave a comment

Themes we teased out from earnings season:
1) End-markets matter. Consumer bad, industrial good.
2) Everyone is putting a lot of faith in a 2H recovery
3) Inventories are still high, but fab utilization is holding steady

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Analyst Decoder Ring, Silicon, Stocks, The Street

Stick a Fork in Them

February 7, 2023by D/D Advisors 1 Comment

Intel is in a very bad place. It needs to admit that, especially internally. We are not forecasting Doomsday, but we do think it is time to recognize that Intel will never be the force it once was, and probably has not been for a long time.

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Analyst Decoder Ring, Management, Silicon, Stocks

CES – Big and Autonomous

January 12, 2023by D/D Advisors Leave a comment

There were a lot of autonomous vehicles at CES – not just cars but lots of Big things.

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Analyst Decoder Ring

CES 2023 and the Future of CES

January 11, 2023by D/D Advisors Leave a comment

For us, the big theme of CES was how empty much of the show was. Is the show just recovering from the pandemic or is it poised to become something different.

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Analyst Decoder Ring

Intel Mobile Deja Vu

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

The market for base station and RAN silicon is shaping up to one of the most interesting to watch in the new year. And intel seems to have forgotten its long, sorry history in the space, making for some great viewing.

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Analyst Decoder Ring, Components, MWC, Networking, Qualcomm, Roll Your Own, Silicon, Wireless

What is a Technology Company?

November 10, 2022by D/D Advisors 2 Comments

For the past decade, we have labeled anything newish as a “Tech” company, but the markets are reminding us that there is a difference between companies that use technology to solve business problems and those that are actually solving technology problems.

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Analyst Decoder Ring, Cryptoassets, Deep Tech

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