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Category Archives: Silicon

Apple Silicon – The Rest of Us

June 24, 2020by D/D Advisors 14 Comments

Apple Silicon – The Rest of Us – Apple’s silicon design team has not only delivered an impressive CPU, but they also appear to be managed better than any other chip company out there.

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Apple, Qualcomm, Silicon, Strategy

Apple Silicon – First Impressions

June 23, 2020by D/D Advisors 5 Comments

Apple Silicon – First Impressions – Using the flexibility of a custom design, Apple seems to have made huge improvements in power efficiency, but used those to boost the raw performance of their laptops, without harming battery life.

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Apple, Components, Marketing, Silicon

Mac on ARM – a few thoughts from the trenches

June 16, 2020by D/D Advisors 2 Comments

A lot of smart people are saying that Apple is going to announce its own CPUs at their upcoming WWDC Developer Conference. Having spent many years working to build support […]

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Appconomy, Apple, China, Enterprise Electronics, Silicon

The State of RF Semis in 2020

June 10, 2020by D/D Advisors 10 Comments

The State of RF Semis in 2020 – We are the late stages of the Golden Age of RF Semis. A combination of the growth of Chinese competitors and Qualcomm’s emergence as a real player in RF mean changes is coming.

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Analyst Decoder Ring, China, Components, M&A, MWC, Qualcomm, Silicon

How China’s Semis Complex Invests for Growth

May 29, 2020by D/D Advisors 15 Comments

The irony is, at a time when the US is looking for government subsidies for specific chip companies, China is using turbocharged capitalism to build its next generation of chip companies.

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China, Components, Qualcomm, Silicon, Strategy, The Valley

How Can (Should) the US Re-Build Its Semis Industry?

May 18, 2020by D/D Advisors 3 Comments

UPDATED: This is an updated version of our post to reflect TSMC’s announcement this morning. This has been a busy week for the semiconductor industry. This topic has been eating […]

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Management, Qualcomm, Silicon, Strategy, Tin Foil Hat

Eye of the Beholder: Nvidia to acquire Cumulus

May 6, 2020by D/D Advisors 1 Comment

Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.

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Components, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy, The Cloud

Noises coming up from the basement of RF

December 19, 2019by D/D Advisors 1 Comment

The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]

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Analyst Decoder Ring, Components, M&A, Qualcomm, Silicon, Stocks, Strategy, The Street

Herd Mentality and the lack of US Semis investment

September 30, 2019by D/D Advisors 26 Comments

If you read the press today, you could get the impression that the US and China are in some form of Technology Arms Race. (Headlines like “America and China Are […]

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Silicon, The Valley

The Heat Death of 5G

September 26, 2019by D/D Advisors 28 Comments

Spend any time in wireless, or Technology in general, and the subject of 5G is almost certain to come up. We have written about it here (and here). The world […]

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Components, Qualcomm, Silicon, Wireless

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