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Category Archives: Enterprise Electronics

Cracks in the Firmament

December 17, 2020by D/D Advisors 1 Comment

Arm CPUs are Eating the World – Twitter is moving to AWS and using Arm-based CPUs, a major milestone in the advance of Arm into the data center and really bad news for Intel.

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Analyst Decoder Ring, Components, Enterprise Electronics, Silicon, The Cloud

Amazon AI Assemble

December 8, 2020by D/D Advisors Leave a comment

Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.

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China, Components, Enterprise Electronics, Silicon

Start-up Semis Live

December 2, 2020by D/D Advisors 1 Comment

Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.

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Components, Enterprise Electronics, Networking, Silicon, The Valley

Duct Tape and Data Centers

November 10, 2020by D/D Advisors Leave a comment

Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.

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China, Components, Enterprise Electronics, Google, Silicon, The Cloud

Semis Musical Chairs – AMD for XLNX

October 28, 2020by D/D Advisors 2 Comments

Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by a potential competitor.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Enterprise Electronics, M&A, Qualcomm, Silicon, Stocks, Strategy

What is happening to the supply chain?

October 27, 2020by D/D Advisors Leave a comment

What is happening to the supply chain? There are some significant bottlenecks in the electronics supply chain right now, with even some of the most overlooked components in shortage. Blame 2020, but also, call ALL your suppliers, just to double check.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, Silicon, Strategy, Uncertainty

China has won the AI Accelerator Race

October 2, 2020by D/D Advisors 3 Comments

AI accelerators are special purpose chips whose appeal is economic rather than technical. And it is now likely that China has more stand alone AI accelerator companies than the US has, or maybe ever will have.

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China, Components, Enterprise Electronics, Silicon, Strategy, The Valley
Huawei Booth

Who benefits from Huawei’s predicament?

September 1, 2020by D/D Advisors Leave a comment

Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, Home Networking, Networking, Qualcomm, Silicon, Stocks, Strategy, Wireless
Huawei Booth

What will happen to Huawei?

August 24, 2020by D/D Advisors 1 Comment

What will happen to Huawei? Huawei now has very few options, and no good ones, for obtaining most of its key components.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, Silicon

Trouble at Intel

July 28, 2020by D/D Advisors 2 Comments

Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.

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Analyst Decoder Ring, Apple, China, Components, Enterprise Electronics, Management, Qualcomm, Stocks, Strategy, The Street

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