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Category Archives: Silicon

Qualcomm and China – 2/3rds of the way there: A Follow-up on some past posts.

September 18, 2015by D/D Advisors Leave a comment

Back in January, I wrote about Qualcomm’s position in China. At the time, there were rumors that the company was nearing an agreement with the Chinese government addressing the company’s […]

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Analyst Decoder Ring, China, Components, Qualcomm, Silicon

Fast Fashion in Chips? Mediatek beats Qualcomm

June 30, 2015by D/D Advisors Leave a comment

The Wall Street Journal had a great profile of Indian handset company Micromax yesterday. It was one of those articles I love – comparing one company’s model to that of […]

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Apple, Business Model, China, Components, Silicon

What is the Internet of Things?  – Some Rough Math

June 4, 2015by D/D Advisors 7 Comments

I have gotten a fair amount of feedback on my notes from earlier in the week. I am poking holes in a lot of growth stories, which has provoked a […]

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China, Components, Home Networking, IoT, Silicon, Strategy

Here are 12 chip companies that will probably get bought in the next few years

June 1, 2015by D/D Advisors 6 Comments

In my continuing series of listicles, I wanted to follow up my note from last week about the acquirors in semis, with a piece today on the likely targets. The […]

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Silicon, The Street, The Valley

The 5 Chip Companies Who Will Buy All the Others

May 29, 2015by D/D Advisors 12 Comments

Yesterday, Avago announced it was going to acquire Broadcom. These are both big companies, and their combination puts them squarely into the top five of global chip companies. As I mentioned in […]

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Silicon, Stocks, Strategy

Jana Vs. Qualcomm – The Only Thing to Fear is Fear Itself

May 9, 2015by D/D Advisors 1 Comment

I had an odd conversation recently. Speaking to a friend at Qualcomm, he said that the management team there was really worried about Jana Partners’ activist attack on the company. […]

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Silicon, Stocks, The Street

Activists Target Qualcomm – And Get it Half Right

April 21, 2015by D/D Advisors 2 Comments

Last week, activist fund Jana Partners published a letter calling on Qualcomm to take several steps to improve shareholder value. (I know I am late in writing about this, but […]

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Silicon, Stocks, The Street

MWC: A Radical, Crazy Suggestion for Mobile – Intel + Qualcomm

March 9, 2015by D/D Advisors 2 Comments

One of the clearest trends over the past few years has been Qualcomm’s dominance of the LTE modem market. I have written about it a bit in the past, and […]

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Components, MWC, Silicon

MWC: Semiconductor Consolidation Cont’d

March 9, 2015by D/D Advisors Leave a comment

One of the biggest pieces of news last week was the sale of Freescale to NXP. Both companies have products targeting mobile, but neither can be considered overly reliant on […]

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Components, M&A, MWC, Silicon

RF Semis Update – The More Things Change….

March 9, 2015by D/D Advisors 1 Comment

Last week I posted on overview of the RF semis market. I wrote that I expected some big announcements in the space during MWC. I was sadly disappointed. Nothing much […]

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Components, MWC, Silicon

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