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Category Archives: Stocks

What is Intel Fighting to Achieve?

February 23, 2022by D/D Advisors 1 Comment

Intel’s new direction appears to be as much tactical as strategic, propping up the business long enough to support a better valuation for a future split.

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Analyst Decoder Ring, Components, Silicon, Stocks

What will happen to Arm now?

December 8, 2021by D/D Advisors 3 Comments

If Nvidia cannot buy Arm – the company is probably an IPO candidate, or possibly the target of a consortium of competing buyers with a private equity company providing arms length governance.

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Analyst Decoder Ring, Apple, China, Components, M&A, Qualcomm, Stocks

The Reverse Qualcomm Squeeze

October 22, 2021by D/D Advisors Leave a comment

The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Roll Your Own, Silicon, Stocks, Strategy, Wireless

Global Foundries IPO!!!

October 8, 2021by D/D Advisors 1 Comment

Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.

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IPO, Silicon, Stocks

Intel 2.0’s customer dilemma

March 26, 2021by D/D Advisors 10 Comments

Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, Strategy

Spac-a-Mole

February 19, 2021by D/D Advisors Leave a comment

Spac-a-Mole – There seem to be more SPACs than targets, and these Bubble valuations can become a problem for companies that go down this path.

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Analyst Decoder Ring, Stocks, The Street

ARM Wrestling

February 17, 2021by D/D Advisors 1 Comment

CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have […]

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Analyst Decoder Ring, China, M&A, Qualcomm, Silicon, Stocks, Strategy

Tsinghua Unigroup Defaults Widen

December 15, 2020by D/D Advisors Leave a comment

Tsinghua Unigroup Defaults Widen -but do not read too much into. China is committed to its semis policy, and Unigroup may face a change in ownership, but it isn’t going away either.

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Analyst Decoder Ring, China, Silicon, Stocks

Unity Technologies – We Want to Believe

November 13, 2020by D/D Advisors Leave a comment

Unity Reported Q3 Earnings – We really like the company’s long-term vision, and want to believe in a more graphical future. But their numbers raise a lot of questions.

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Gaming, IPO, Stocks

How much is Intel Foundries worth?

October 30, 2020by D/D Advisors 3 Comments

How much is Intel Foundries worth? – Splitting Intel in two makes a lot of sense from a strictly financial perspective, but would like be an operational nightmare, diminishing that financial value for many years.

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Analyst Decoder Ring, Silicon, Stocks, Strategy

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