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Category Archives: Stocks

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

Semis Musical Chairs – AMD for XLNX

October 28, 2020by D/D Advisors 2 Comments

Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by a potential competitor.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Enterprise Electronics, M&A, Qualcomm, Silicon, Stocks, Strategy

Nvidia for Arm – the view from China

September 25, 2020by D/D Advisors 1 Comment

Nvidia for Arm – the view from China – Put simply, it is going to be very hard for Nvidia to get deal approval in China. Not impossible, but considerably long odds.

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China, Components, M&A, Qualcomm, Silicon, Stocks

Nvida to Acquire Arm – first impressions

September 14, 2020by D/D Advisors 4 Comments

Nvidia for Arm first impressions – Softbank almost doubles its money in 3 years, Arm execs get $1.5b, RISC-V gets a huge boost. Nvidia can use its stock to buy an important asset, but a lot could go wrong – customers/competitors regulators, and China.

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China, IoT, M&A, Silicon, Stocks, Strategy, Wireless
Huawei Booth

Who benefits from Huawei’s predicament?

September 1, 2020by D/D Advisors Leave a comment

Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, Home Networking, Networking, Qualcomm, Silicon, Stocks, Strategy, Wireless

Trouble at Intel

July 28, 2020by D/D Advisors 2 Comments

Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.

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Analyst Decoder Ring, Apple, China, Components, Enterprise Electronics, Management, Qualcomm, Stocks, Strategy, The Street

5 chip companies revisited

July 24, 2020by D/D Advisors 2 Comments

5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.

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

Hardware for the Edge

July 1, 2020by D/D Advisors Leave a comment

Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.

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AR & VR, Autonomous Vehicles, Enterprise Electronics, Google, IoT, Net Neutrality, Networking, Silicon, Stocks, Strategy, The Cloud

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