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Category Archives: Silicon

Semis Top Five

February 3, 2023by D/D Advisors Leave a comment

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

RISC V and a Whole New Kind of Software Mess

January 13, 2023by D/D Advisors 2 Comments

RISC V is going to encounter a lot of software incompatibility problems, but that probably won’t matter, and definitely won’t stop it.

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Qualcomm, RISC V, Roll Your Own, Silicon

Intel Mobile Deja Vu

December 16, 2022by D/D Advisors Leave a comment

The market for base station and RAN silicon is shaping up to one of the most interesting to watch in the new year. And intel seems to have forgotten its long, sorry history in the space, making for some great viewing.

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Analyst Decoder Ring, Components, MWC, Networking, Qualcomm, Roll Your Own, Silicon, Wireless
scenic photo of water dam during daytime

How did TSMC get so good?

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

TSMC has had decades of government subsidies and currency suppression working in it favor, but they have used that to build an incredibly deep reservoir of human capital which no one else can readily replicate.

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Silicon

Carrot, stick and waiver

November 17, 2022by D/D Advisors 1 Comment

The US has a number of ways to encourage allies to support its semis restrictions on China. These range the “stick” of enforcement to the “carrot” of waivers and targeted expansion of the restrictions.

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China, Components, Electric Vehicles, Silicon

Has Nvidia won the market for AI Training?

November 8, 2022by D/D Advisors Leave a comment

It seems very likely that most AI Training will be run on Nvidia GPUs. The software environments for training are too numerous and changing rapidly, which favors the soft, warm familiarity of CUDA over speculative gains offered by new entrants.

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Enterprise Electronics, Silicon

Chips as a Service?

October 20, 2022by D/D Advisors 2 Comments

Lots of people think chip companies should build “services” businesses to capture more value. The list of companies that have accomplished this is very close to zero.

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Multiverse, Roll Your Own, Silicon, Strategy, The Cloud
person standing on a wooden footbridge

Fighting the Last War

October 11, 2022by D/D Advisors 2 Comments

The latest US semis restrictions seem to be a dusted off version of 1970’s Cold War measures, but the situation is so different we have a hard time seeing them proving effective and highly likely to spur strong counter reactions in China.

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China, Silicon, Uncertainty
elderly man looking at a suit on a mannequin

Lessons in Custom from Analog Semis

September 29, 2022by D/D Advisors Leave a comment

Analog companies have many tricks they use to build almost custom semis, and it seems likely that the digital chip makers will start to emulate some of these practices more often.

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Silicon

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  • Semis Top Five
  • The Sixth Sense – We See Data
  • Consider Yourselves Warned – China Autos
  • Shenzhen Wasn’t Built in a Day
  • How Soft is that Hardware?

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