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Category Archives: China

New Report – D2D#24 – CES 2019

January 14, 2019by D/D Advisors 1 Comment

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 […]

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Apple, China, Components, Home Networking, IoT

Chips for You! And You! Chips for Everyone!

October 30, 2018by D/D Advisors 2 Comments

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 […]

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China, Components, Enterprise Electronics, Silicon

Defense Against the Dark Arts: Defending IP in China

September 25, 2018by D/D Advisors Leave a comment

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.

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China, Strategy

The Elephant in the Room: IP in China

September 19, 2018by D/D Advisors 1 Comment

Chinese companies face brutal domestic competition and government pressure to move up the value chain. Following historic patterns as old as technology they seek to ‘learn’ from foreign companies, including their JV partners.

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China, Strategy

Do not think of China as a Monolith

September 6, 2018by D/D Advisors Leave a comment

This post is part of our ongoing series on Doing Business in China. You can find the introduction to this series here.  For those who have lived in China for […]

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China, Strategy

“Wow, China is not what I expected”

September 4, 2018by D/D Advisors Leave a comment

This post is part of our ongoing series on Doing Business in China. You can find the introduction to this series here . This piece is written by D2D Principal, […]

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China, Strategy

And then there were four…or three… or maybe it’s two

August 31, 2018by D/D Advisors 2 Comments

There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]

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Analyst Decoder Ring, Apple, China, Components, M&A, Silicon, Stocks, Strategy, The Street

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