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Category Archives: Silicon

Semiconductor Consolidation is Coming

January 22, 2015by D/D Advisors 2 Comments

The semiconductor industry is not really a growth industry anymore, and resembles the steel industry as much as anything. That means scale matters, leaving M&A as the most likely path to growth, and possibly survival.

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Analyst Decoder Ring, Business Model, M&A, Silicon, Stocks, The Street

Qualcomm in China – Some Signs of Progress

January 20, 2015by D/D Advisors 4 Comments

I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and will likely result in a reduction in royalty rates.

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Apple, Business Model, China, Components, Mobile Web, Silicon, Stocks, Strategy, The Street

A new model for semiconductor investing

August 30, 2014by D/D Advisors 2 Comments

There was an interesting post on Techcrunch this afternoon, called “The Revival of Semiconductor Investing”. The title alone touched a nerve. It states something that I would very much like […]

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Business Model, Components, Silicon, The Valley

MWC 2014: The Times they are Changing – Recap

March 10, 2014by D/D Advisors Leave a comment

Before the show, I posted that the nature of MWC has changed a lot over the years. This used to be a show solely focused on selling heavy iron networking […]

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Appconomy, Components, Marketing, Mobile Ads, Mobile OS, Mobile Web, MWC, Networking, Silicon

The One Metric that matters most in Taiwan – non-PC Revenue

January 24, 2014by D/D Advisors 1 Comment

I heard an interesting metric today. A friend of mine had just gotten back from Taiwan where he was looking for a contract manufacturer for his clever new device. He […]

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Appconomy, China, Components, Networking, Silicon, Stocks

What happens when (if) Moore’s Law runs out?

January 16, 2014by D/D Advisors 2 Comments

For as long as anyone can remember, the cost of computing has been steadily declining. This idea is enshrined as Moore’s Law which roughly states that the number of transistors […]

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Components, Silicon

Basebands: A New Year, in some ways more than others

March 4, 2013by D/D Advisors Leave a comment

The focus in the baseband market is now very much on LTE. With major carriers rolling out LTE networks in the US, Northern Europe, Japan, Korea and a few other […]

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Components, Silicon

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