The Five Year Plan for Semis – It strikes as folly that the US government seeks to abandon the principles that built the US semis industry in a bid to confront China which is using those exact methods.
Tears in the Rain – Arm in China – JVs in China almost always end in tears. Arm’s is just the latest, most public example of how these deals so often go wrong.
A lot of smart people are saying that Apple is going to announce its own CPUs at their upcoming WWDC Developer Conference. Having spent many years working to build support […]
The State of RF Semis in 2020 – We are the late stages of the Golden Age of RF Semis. A combination of the growth of Chinese competitors and Qualcomm’s emergence as a real player in RF mean changes is coming.
The irony is, at a time when the US is looking for government subsidies for specific chip companies, China is using turbocharged capitalism to build its next generation of chip companies.
Late yesterday, the Journal reported on comments made by US Attorney General Barr to the affect that the US government should construct a telecom equipment vendor that could compete with […]
Recently, a friend of ours at the Haas School of Business asked us to review a case study he was preparing to analyze the poor level of profits that handset […]
We published our newsletter this morning – the 24th issue of D2D – with a look at some highlights to CES. Below is the overview of the piece. Please let […]
This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy […]
Companies that continually add value to their products can outpace the copycats and IP thieves. The trick is understanding the value your company truly provides.