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Category Archives: M&A

The State of RF Semis in 2020

June 10, 2020by D/D Advisors 8 Comments

The State of RF Semis in 2020 – We are the late stages of the Golden Age of RF Semis. A combination of the growth of Chinese competitors and Qualcomm’s emergence as a real player in RF mean changes is coming.

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Analyst Decoder Ring, China, Components, M&A, MWC, Qualcomm, Silicon

Eye of the Beholder: Nvidia to acquire Cumulus

May 6, 2020by D/D Advisors 1 Comment

Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.

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Components, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy, The Cloud

Noises coming up from the basement of RF

December 19, 2019by D/D Advisors 1 Comment

The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]

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Analyst Decoder Ring, Components, M&A, Qualcomm, Silicon, Stocks, Strategy, The Street

NVDA for MLNX – One Less Chair

March 12, 2019by D/D Advisors 2 Comments

The big news in semis yesterday was Nvidia announcing it was going to buy Mellanox for $6.9 billion. This deal has been percolating for a while. (We posted about it […]

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M&A, Qualcomm, Silicon

Intel for Mellanox?

February 1, 2019by D/D Advisors 1 Comment

There is some news out of Intel yesterday, and an even more interesting rumor. The news is that they have chosen a new CEO. We do not know Mr. Swan, […]

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Analyst Decoder Ring, M&A, Silicon, Stocks, The Street

And then there were four…or three… or maybe it’s two

August 31, 2018by D/D Advisors 2 Comments

There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]

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Analyst Decoder Ring, Apple, China, Components, M&A, Silicon, Stocks, Strategy, The Street

A Proposal for Intel – Time to Go Private

July 26, 2018by D/D Advisors 5 Comments

Intel has been in the news lately, largely because of its CEO transition, which gives the impression of a company in turmoil. In truth, the root of Intel’s problems lay […]

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Business Model, M&A, Management, Silicon, Strategy, The Street, Wireless

Cryptoasset Org Charts

May 22, 2018by D/D Advisors 2 Comments

We have been working with a few companies on their plans for ICOs or digital token sales. We have also begun working on a book on the subject (more on […]

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blockchain, Cryptoassets, M&A, Management

Profits are for Suckers

July 12, 2017by D/D Advisors 1 Comment

Once upon a time, in the olden days, companies started out small. They made something, they sold that something for a little bit more than it cost to make. They […]

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Intersections, IPO, M&A, Stocks, Strategy

The Bubble This Time

June 7, 2016by D/D Advisors 3 Comments

I have gone dark for a while, for reasons I may get into later, but there has been a lot happening in the market, so I wanted to put pen […]

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M&A, Strategy, The Valley

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