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Category Archives: Enterprise Electronics

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Why is Amazon building CPUs?

August 16, 2022by D/D Advisors 2 Comments

AWS cannot control the software it runs, but it can still benefit from having its own CPU by reducing power consumption and thus increasing capacity of its data centers. And maybe that also introduces a new form of customer lock-in.

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Enterprise Electronics, Roll Your Own, Silicon

The Photonics Football

August 12, 2022by D/D Advisors 2 Comments

Optical stocks are volatile even in the best market conditions. Someday they will find their value, but it is going to be hard to determine when that will be.

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Enterprise Electronics, Networking, Stocks

Lucy and the Photonics Football

August 11, 2022by D/D Advisors 1 Comment

The optical industry is plagued by manufacturing and packaging obstacles, but may finally be closing in the Holy Grail of Silicon Photonics. This time is totally different….

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Components, Enterprise Electronics, Silicon

The Changing Face of Compute

August 1, 2022by D/D Advisors 4 Comments

A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.

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Autonomous Vehicles, Enterprise Electronics, Qualcomm, Roll Your Own, Strategy, The Cloud, The Edge

Can there be a long tail of semis?

July 28, 2022by D/D Advisors Leave a comment

There probably will not be thousands of companies designing their own chips – the upfront costs are just too prohibitive – but there will be enough to mark a major shift for the industry.

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Enterprise Electronics, Roll Your Own, Silicon, Strategy

Custom Silicon and Start-ups

July 12, 2022by D/D Advisors Leave a comment

The shift from general purpose silicon to semi-custom and tailored SoCs presents a big opportunity for chip start-ups. If they follow a few simple rules.

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Autonomous Vehicles, Enterprise Electronics, Roll Your Own, Silicon, The Edge

Home Depot for DIY Chips

July 8, 2022by D/D Advisors 2 Comments

The large, incumbent chip companies are all choosing to embrace the trend of Roll-Your-Own chips by offering support services to non-chip companies’ efforts. Done well this may end up driving those customers to buy more catalog parts. Hopefully.

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Enterprise Electronics, Qualcomm, Roll Your Own, Strategy

What has Broadcom Become?

June 15, 2022by D/D Advisors 3 Comments

Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]

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Analyst Decoder Ring, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy

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 needs a Private Network?

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

Private networks remain a hot topic, probably beyond their real world utility. That being said, for enterprises who need them, like oil and gas companies, they can be a powerful option.

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Enterprise Electronics, Networking, Wireless

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  • Why is Amazon building CPUs?
  • The Photonics Football
  • Lucy and the Photonics Football
  • The Feel of Bare Metal
  • The Changing Face of Compute

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