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Category Archives: Silicon

Did Qualcomm Just Buy a Server CPU Company? – No

January 14, 2021by D/D Advisors Leave a comment

Did Qualcomm Just Buy a Server CPU Company? – No. Instead it looks like a very expensive acqui-hire to help the company catch up in mobile applications processors.

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Analyst Decoder Ring, M&A, Qualcomm, Silicon

Cracks in the Firmament

December 17, 2020by D/D Advisors 1 Comment

Arm CPUs are Eating the World – Twitter is moving to AWS and using Arm-based CPUs, a major milestone in the advance of Arm into the data center and really bad news for Intel.

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Analyst Decoder Ring, Components, Enterprise Electronics, Silicon, The Cloud

Tsinghua Unigroup Defaults Widen

December 15, 2020by D/D Advisors Leave a comment

Tsinghua Unigroup Defaults Widen -but do not read too much into. China is committed to its semis policy, and Unigroup may face a change in ownership, but it isn’t going away either.

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Analyst Decoder Ring, China, Silicon, Stocks

Apple is Building its Own Modem (Redux)

December 12, 2020by D/D Advisors Leave a comment

Apple is Building its Own Modem (Redux) – When (not if) Apple builds its own modem, they will be able to boast better performance, battery life and advanced communications features (think Blue bubbles, but for phone calls).

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

Where will Apple take Silicon next?

December 10, 2020by D/D Advisors 1 Comment

Where will Apple take Silicon next? – Apple is looking to build its own GPUs next, and that will give them a clever way to boost PC margins.

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Analyst Decoder Ring, Components, Silicon, Strategy

Amazon AI Assemble

December 8, 2020by D/D Advisors Leave a comment

Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.

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China, Components, Enterprise Electronics, Silicon

US China Trade War Confusion Continues

December 4, 2020by D/D Advisors Leave a comment

US China Trade War Confusion Continues – There seem to be a lot of gaps in the US government’s Trade War restrictions.

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China, Components, Silicon, Tin Foil Hat

Start-up Semis Live

December 2, 2020by D/D Advisors 1 Comment

Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.

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Components, Enterprise Electronics, Networking, Silicon, The Valley

Apple Si – The Surprise Twist – It’s not About Money

November 30, 2020by D/D Advisors 2 Comments

Apple Si – The Surprise Twist – It’s not About Money – With Apple Silicon, Apple has built immense competitive barriers for building phones.

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Apple, Components, Qualcomm, Silicon, Wireless

The Mystery of Apple’s Missing Profits

November 19, 2020by D/D Advisors 9 Comments

What Happened to Apple’s Profits? – Moving to its own Silicon should have boosted Apple’s gross margins, but the opposite seems to be happening.

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Analyst Decoder Ring, Apple, Qualcomm, Silicon

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