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Category Archives: Roll Your Own

zombies entering a shabby door

Intel – 28 Months Later

August 4, 2023by D/D Advisors Leave a comment

Like the hero of a zombie movie – Intel has fixed its manufacturing process and awoken from its coma – only to find the world radically altered. Intel has a lot of talent, but the competition is clawing at the door.

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Roll Your Own, Silicon, Strategy
girl in green sweater holding rolling pin

Are We Reaching the Limits of Homegrown Silicon?

June 16, 2023by D/D Advisors 1 Comment

Oppo is has largely given up designing its own chips, but they faced a very specific set of challenges which do not apply to many of the others looking to roll their own semis.

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Qualcomm, Roll Your Own, Silicon, Strategy
men fighting in the ring

Marketing CPUs in a Multi-Polar World

May 25, 2023by D/D Advisors Leave a comment

How do CPU companies market in a newly, highly-fragmented market? There are no easy answers in this very complex, rapidly moving environment, but there is some hope.

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Roll Your Own, Silicon

Our Semis Are From the Niagara Falls Area

May 24, 2023by D/D Advisors 2 Comments

Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?

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Apple, Components, Networking, Qualcomm, Roll Your Own, Silicon, Wireless
a close up on a female like hands assembling broken white plate

AI Semis Market Landscape

May 17, 2023by D/D Advisors Leave a comment

There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.

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Autonomous Vehicles, Deep Tech, Electric Vehicles, Roll Your Own, Silicon
pexels-photo-374918.jpeg

Semi Software – Bug, Feature or Product?

May 5, 2023by D/D Advisors 1 Comment

Many semis companies say they want to sell software. We think they really want recurring revenue and software company multiples. And what they really need is competitive advantage, which software can sometimes provide but is not the only way.

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Roll Your Own, Silicon, Strategy

How many CPUs do we need?

April 28, 2023by D/D Advisors Leave a comment

Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.

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China, Deep Tech, Qualcomm, RISC V, Roll Your Own, Silicon, Strategy

Data Center Market Math

April 13, 2023by D/D Advisors Leave a comment

The data center silicon market is massive, but also challenging for incumbents let alone new entrants. We do some math to back this up.

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Deep Tech, Enterprise Electronics, Roll Your Own, Silicon, The Cloud

Semis Top Five

February 3, 2023by D/D Advisors 2 Comments

We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive:
1. ADI & TI
2. QCOM
3. NVDA
4. Some chip company from China
5. The smoldering remains of Intel, probably owned by others.

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Apple, Google, Qualcomm, Roll Your Own, Silicon
woman holding books

How Soft is that Hardware?

January 24, 2023by D/D Advisors 3 Comments

We are all familiar with software and Internet companies building their own chips. Less appreciated is the extent to which semis companies are all gradually morphing into software providers as well.

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Roll Your Own, Silicon, Strategy

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