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Category Archives: Tin Foil Hat

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Bringing an epee to a Gun Fight

August 19, 2022by D/D Advisors Leave a comment

Purchasing a chip based solely on public benchmarks is like picking your Viking raiding band based on their performance at an Olympic Fencing duel.

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Analyst Decoder Ring, Silicon, Tin Foil Hat

Corporate Shells are 9/10s of the Law

February 3, 2021by D/D Advisors 9 Comments

Corporate Shells are 9/10s of the Law – Chinese companies often operate under immensely complex ownership structures, which the US fears confers unfair advantages, but more likely the opposite is true, with Chinese companies burdened by these structures.

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Analyst Decoder Ring, China, Tin Foil Hat

More Fun with Wireless Standards

December 16, 2020by D/D Advisors 1 Comment

More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.

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Components, Networking, Qualcomm, Tin Foil Hat, Uncertainty, Wireless

US China Trade War Confusion Continues

December 4, 2020by D/D Advisors Leave a comment

US China Trade War Confusion Continues – There seem to be a lot of gaps in the US government’s Trade War restrictions.

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China, Components, Silicon, Tin Foil Hat

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

Down a 5G Rabbit Hole

May 11, 2020by D/D Advisors 1 Comment

Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….

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Enterprise Electronics, Networking, Qualcomm, Strategy, Tin Foil Hat, Wireless

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