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Category Archives: Components

Is Qualcomm Going Back into the Data Center?

June 3, 2022by D/D Advisors Leave a comment

We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.

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Analyst Decoder Ring, Components, Enterprise Electronics, Google, Qualcomm, Roll Your Own, The Cloud

Who will end up holding the Semis bag?

May 18, 2022by D/D Advisors 3 Comments

The semis cycle is peaking. Unlike past downturns, it looks like the foundries and the semicap companies may be able to weather the downturn fairly well, but that means the fabless companies are likely to bear the brunt.

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Components, Silicon

Benchmarking Arm in the Data Center

April 21, 2022by D/D Advisors Leave a comment

Software company Red Panda did an in-depth analysis of Graviton’s Arm-based server CPU, and demonstrates that Arm is starting to look very strong in the data center.

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Analyst Decoder Ring, Components, Enterprise Electronics, Roll Your Own, Silicon

What is going on in the semis supply chain?

April 14, 2022by D/D Advisors Leave a comment

The semis shortage appears to be almost over for the big customers, but there are still shortages for WFE companies sitting far out on the forecasting tail, and “small” chip customers like the auto makers. Periodic reminder: the semis industry is cyclical

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Components, Silicon, Uncertainty

How do you win in Semis?

March 29, 2022by D/D Advisors Leave a comment

Part of the magic of semis is the ability to integrate multiple chips into a single chip. History shows, that the vendor whose chip sits closest to a system’s critical software wins the strategic high ground. What will that mean in autos?

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Autonomous Vehicles, Components, Roll Your Own, Silicon

Five thoughts on SiFive

March 17, 2022by D/D Advisors Leave a comment

RISV V’s leading proponent SiFive has some great momentum, but it also faces many obstacles ahead.

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Components, Roll Your Own, Silicon

Vicarious MWC – The Power of a Single Hyphen

March 2, 2022by D/D Advisors Leave a comment

Qualcomm has a lot of buzzwords in their X70 press release – AI ! 5G ! – but the real significance of this news can be found in a single hyphen between Modem and RF.

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Analyst Decoder Ring, Components, MWC, Qualcomm, RF, Wireless

The Brand New 30-Year Old Market

February 24, 2022by D/D Advisors Leave a comment

IoT is a catch all marketing team that has been bandied about for decades. There is really no such thing as IoT, but the number of connected devices is growing rapidly, and likely to accelerate as the cost of chips brings connectivity to many new areas.

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China, Components, IoT, Silicon

What is Intel Fighting to Achieve?

February 23, 2022by D/D Advisors 1 Comment

Intel’s new direction appears to be as much tactical as strategic, propping up the business long enough to support a better valuation for a future split.

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Analyst Decoder Ring, Components, Silicon, Stocks

My Enemy’s Enemy Will Still Eat My Lunch

February 18, 2022by D/D Advisors 5 Comments

We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is going to go RISC V.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, IoT, Qualcomm, Roll Your Own, Silicon

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