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Category Archives: Enterprise Electronics

Nokia and Ericsson: Adrift

March 8, 2023by D/D Advisors Leave a comment

What role is left for Nokia and Ericsson? Are they systems integrators? Specialty equipment vendors? Enterprise mobility solution provider? None are great options.

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Enterprise Electronics, MWC, Strategy

The Sixth Sense – We See Data

January 31, 2023by D/D Advisors Leave a comment

Moore’s Law brings benefits beyond semis. The price and accuracy of sensors are both moving in the right direction allowing for fine-grained pervasive sensor networks, just as advances in AI mean we can make real use of all that data.

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Components, Electric Vehicles, Enterprise Electronics, IoT

Has Nvidia won the market for AI Training?

November 8, 2022by D/D Advisors Leave a comment

It seems very likely that most AI Training will be run on Nvidia GPUs. The software environments for training are too numerous and changing rapidly, which favors the soft, warm familiarity of CUDA over speculative gains offered by new entrants.

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Enterprise Electronics, Silicon
black and brown leather bifold wallet beside black framed eyeglasses

IoT 2.0

September 23, 2022by D/D Advisors Leave a comment

As we keep saying, IoT is not one thing. So maybe we should find a better way to segment the market. We think companies can analyst the opportunities available based on the complexity and engineering required to deliver their product to market.

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Enterprise Electronics, IoT, Qualcomm, Silicon

Arm: Credit where credit is due

September 9, 2022by D/D Advisors Leave a comment

Arm is now a real force in the data center. With all of the “Super 7” running Arm CPUs, and the software industry increasingly recognizing the benefit of porting to Arm, we are at or approaching a significant tipping point in this massive market.

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Enterprise Electronics, Roll Your Own, Silicon
brown wooden mouse trap with cheese bait on top

Why is Amazon building CPUs?

August 16, 2022by D/D Advisors 6 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 4 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 2 Comments

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 6 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

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