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Category Archives: Roll Your Own

My Enemy’s Enemy Will Still Eat My Lunch

February 18, 2022by D/D Advisors 5 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

Ten Lessons from Google’s TPU

February 15, 2022by D/D Advisors Leave a comment

Google recently published a paper on the history of its TPU chip. There are some valuable nuggets of information in here that can help others think about building chips, and also help outsiders understand many of the changes in the semis industry today.

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Analyst Decoder Ring, Components, Enterprise Electronics, Networking, Roll Your Own, Silicon, The Cloud, The Valley

A Very Expensive Glass of Milk

December 16, 2021by D/D Advisors 7 Comments

The auto industry has a difficult relationship with semiconductors. Building their own chips is probably not a solution.

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Analyst Decoder Ring, Autonomous Vehicles, Components, Roll Your Own, Silicon

New Amazon Chips

December 7, 2021by D/D Advisors Leave a comment

AWS announced updates to two of its chips last week. And while we wonder why they didn’t announce more, their new chips demonstrate just how serious they are about rolling their own silicon (and how big Intel’s problems are).

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Enterprise Electronics, Roll Your Own, Silicon

China Chip Update – Tencent and Innosilicon

November 18, 2021by D/D Advisors Leave a comment

Two Chinese companies – Tencent and Innosilicon – launched chips this month that look to be important steps forward for China’s semis efforts.

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China, Components, Roll Your Own, Silicon

Will Auto Companies Roll Their Own Chips?

November 12, 2021by D/D Advisors Leave a comment

Before we get to autonomous vehicles, there is going to be a big market for a special-purpose automotive processors (APU?). That chip is going to look a lot like a mobile app processor, and Qualcomm may be the best positioned to capture the opportunity.

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Autonomous Vehicles, Components, Qualcomm, Roll Your Own, Silicon, Wireless

Did Aliens Build the Pyramids?

October 29, 2021by D/D Advisors Leave a comment

Did Aliens Build the Pyramids? – Did Ali really build its own CPU? It looks like they got help from a few outside parties which just shows that designing chips, especially CPUs, is still hard.

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Google, Roll Your Own, Silicon, The Cloud

The Reverse Qualcomm Squeeze

October 22, 2021by D/D Advisors Leave a comment

The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Roll Your Own, Silicon, Stocks, Strategy, Wireless

2021 State of the Mobile Baseband

August 4, 2021by D/D Advisors 9 Comments

2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.

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Android, Apple, China, Components, Google, iOS, Mobile OS, Qualcomm, Roll Your Own, Silicon, Strategy, Wireless

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

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