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Category Archives: Enterprise Electronics

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 1 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

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

Vicarious MWC – The Fight Over Open RAN

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

MWC is once again the venue for the global persuasion campaign between competing visions of the O-RAN project. The big swing factor this time around is the growing presence of hyperscalers, notably Microsoft Azure.

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Analyst Decoder Ring, Enterprise Electronics, Google, MWC, Networking, Qualcomm, The Cloud, Wireless

MWC 2022 – Living Vicariously

March 1, 2022by D/D Advisors Leave a comment

Qualcomm put out 16 press releases ahead of MWC – lots of intriguing things going on – especially around their new RF+AI products and the company’s renewed interest in mobile infrastructure.

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Analyst Decoder Ring, Enterprise Electronics, MWC, Qualcomm, Silicon

My Enemy’s Enemy Will Still Eat My Lunch

February 18, 2022by D/D Advisors 8 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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