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Category Archives: Google

Roll Your Chips – What Could Go Wrong?

June 11, 2021by D/D Advisors Leave a comment

Roll Your Own Chips – When you design products that someone else is going to manufacture using processes that trip against quantum physics effects, no one is cool enough to not be a little worried that something will go wrong.

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Apple, Components, Google, Qualcomm, Roll Your Own, Silicon

Let’s Build a Chip – With Math

May 28, 2021by D/D Advisors 5 Comments

Let’s Build a Chip – We lay out the costs of building a chip – with spreadsheets!

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Analyst Decoder Ring, Apple, Components, Google, Qualcomm, Silicon

Google BigChip?

May 14, 2021by D/D Advisors 2 Comments

Google BigChip? – Google has its own semis design tool, called Taffel, this speaks to larger ambitions in rolling their own chips, but if they ever pen sourced them it could spark a lot of change in how we design chips.

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Google, Silicon

Who wants to build a chip?

May 13, 2021by D/D Advisors Leave a comment

Pretty much everyone. We have been doing a lot of work lately on in-house silicon, most recently with our post on Google’s VCU. And it got us thinking about who […]

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Components, Enterprise Electronics, Google, Silicon

Google’s VCU – A New Chip Enters the Fray

May 11, 2021by D/D Advisors 5 Comments

Google’s VCU – A New Chip Enters the Fray – No one is talking about the fact that Google just launched a new chip, essentially inventing a new category. Again. Probably because this is really scary for all the chip companies.

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Google, Silicon

The Handset Industry is a Flat Circle

April 7, 2021by D/D Advisors 5 Comments

Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.

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Android, Appconomy, Apple, China, Google, Mobile OS, Wireless

Intel 2.0’s customer dilemma

March 26, 2021by D/D Advisors 10 Comments

Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, Strategy

Could? Should? Would? – Mobile OS

March 23, 2021by D/D Advisors Leave a comment

Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.

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China, Components, Google, iOS, Mobile OS, Mobile Web, Qualcomm, Silicon, Strategy

Choose Your Fighter

February 25, 2021by D/D Advisors 7 Comments

Choose Your Fighter – Networking is a growing pain point for the gaming industry, but solving the problem will be hard across gaming’s diversified ecosystem.

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eSports, Gaming, Google, Networking

Heterogeneous Compute

February 23, 2021by D/D Advisors 1 Comment

Heterogeneous Compute – The competitive dynamics of the processor markets were static for years, but the demand for “AI” and the emergence of new customers/competitors means the market for all processors is likely to shift considerably in coming years.

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Apple, Autonomous Vehicles, Google, Qualcomm, Silicon, Strategy

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