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Search Results for: 5g

Fun with Open Source Semis

September 9, 2021by D/D Advisors 4 Comments

Fun with Open Source Semis – RISC-V is really starting to gain momentum, with new companies popping up all over the market landscape.

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Silicon

Edge Data Center. Huh. What is it good for?

December 17, 2019by D/D Advisors 3 Comments

There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]

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Analyst Decoder Ring, AR & VR, Autonomous Vehicles, Home Networking, Mobile Web, Net Neutrality, Networking, Qualcomm

The Death Throes of Telecom

March 2, 2021by D/D Advisors Leave a comment

The Death Throes of Telecom – Boingo, Syniverse and MobiTV are being forced marched into the future. They will not be the last telecom networking companies to encounter this fate.

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Analyst Decoder Ring, M&A, Networking

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

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

What Are They Building in There?

December 20, 2021by D/D Advisors 1 Comment

A recent Bloomberg report on Apple’s RF ambitions is probably not as earth shaking as it seems. That being said, Apple appears to have some very big, tantalizing ambitions for pushing what is possible with communications.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon, Wireless

What we need is another standard

February 26, 2021by D/D Advisors Leave a comment

What we need is another standard – O-RAN is very interesting but is burdened by all the complexities of the telecom ecosystem, with the added baggage of US politics.

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Networking, The Edge, Wireless

Start-up Semis Live

December 2, 2020by D/D Advisors 1 Comment

Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.

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Components, Enterprise Electronics, Networking, Silicon, The Valley

CES 2020 Overview

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

We published our latest newsletter today with our thoughts on CES 2020. The excerpt below is the front page of that note. Please drop us a line if you would […]

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AR & VR, Autonomous Vehicles, Components, Home Networking, IoT, Wireless

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

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