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Category Archives: Enterprise Electronics

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 4 Comments

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 3 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

5G and the Bandit

July 20, 2020by D/D Advisors 1 Comment

5G and the Bandit – The CBRS auction could be the start of a new chapter in wireless networking. We are watching to see if the cable MSOs and the Internet giants, or other new entrants, emerge as winners of some of that spectrum.

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Analyst Decoder Ring, Enterprise Electronics, IoT, Wireless

Hardware for the Edge

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

Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.

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AR & VR, Autonomous Vehicles, Enterprise Electronics, Google, IoT, Net Neutrality, Networking, Silicon, Stocks, Strategy, The Cloud

Intel Follow-Up – Data Centers

June 17, 2020by D/D Advisors 5 Comments

Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.

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Components, Enterprise Electronics, Management, Stocks, Strategy, The Street

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