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Category Archives: Silicon

Is Apple Failing at Modems?

June 30, 2022by D/D Advisors Leave a comment

There are a lot of reasons why Apple’s cellular modem may be failing, most of them just come down to the fact that modems are different and hard.

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Analyst Decoder Ring, Apple, Qualcomm, Silicon, Wireless

Buy the Dip? A good time to invest in something Deep Tech

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

Growth stocks are a good place to be at point of maximum market fear. However, this time around, we think the decades long trend will reverse and when we come out of this downturn hardware will outperform software.

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Analyst Decoder Ring, Silicon, Stocks, The Street

What has Broadcom Become?

June 15, 2022by D/D Advisors 3 Comments

Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]

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Analyst Decoder Ring, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy

The Battle for the Semis Roadmap

May 31, 2022by D/D Advisors Leave a comment

Companies designing their own silicon are motivated by the ability this gives them to control the roadmap and features of new chips.

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Roll Your Own, Silicon, Strategy

AI is Everywhere, It’s Exhausting

May 19, 2022by D/D Advisors Leave a comment

AI is appearing everywhere, but at heart it is just a highly efficient solution to a specific set of computer science problems – this is sparking a new class of opportunity for chip companies and IP providers to tap into the opportunity.

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Autonomous Vehicles, Roll Your Own, Silicon

Who will end up holding the Semis bag?

May 18, 2022by D/D Advisors 3 Comments

The semis cycle is peaking. Unlike past downturns, it looks like the foundries and the semicap companies may be able to weather the downturn fairly well, but that means the fabless companies are likely to bear the brunt.

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Components, Silicon

Are US Semis too expensive?

May 10, 2022by D/D Advisors 6 Comments

TSMC has world leading semi manufacturing skills, but Morris Chang’s claim of “50% cost advantage” has more to do with currency than hazy notions about the US workforce’s capabilities. Nonetheless, bringing fabs back to the US will be challenging.

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Analyst Decoder Ring, Silicon

Semis read through from Amazon’s earnings

May 5, 2022by D/D Advisors 2 Comments

There is a real chance that AWS’s purchase of semis may decline year-on-year in the second half as they, like everyone else, moderates pandemic spending. Not a cause for panic, but worth remembering that we tend to take data center growth for granted.

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Analyst Decoder Ring, Silicon, The Cloud

Benchmarking Arm in the Data Center

April 21, 2022by D/D Advisors Leave a comment

Software company Red Panda did an in-depth analysis of Graviton’s Arm-based server CPU, and demonstrates that Arm is starting to look very strong in the data center.

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Analyst Decoder Ring, Components, Enterprise Electronics, Roll Your Own, Silicon

Making all the chips

April 19, 2022by D/D Advisors Leave a comment

The cloud service providers – AWS, GCP and Azure – have to support the software of all their customers, this complicates the case for them building their own chips.

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Google, Roll Your Own, Silicon

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