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Tag Archives: ADI

Auto Semis – A Kingdom if You Can Take it

July 11, 2023by D/D Advisors 2 Comments

Automotive semis are transitioning from the near-anarchy of dozens of independent vendors selling hundreds of discrete parts to platforms powering cars’ major systems. Great news for the big analog companies, if they can make the leap to digital.

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Autonomous Vehicles, Components, Electric Vehicles, Silicon

What is happening to semis stocks this quarter?

June 2, 2023by D/D Advisors Leave a comment

AI may wipe out humanity someday, but right now it is doing wonders for semis stocks.

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AI, Qualcomm, Silicon, Stocks, The Street

Battle of the Business Models

April 14, 2023by D/D Advisors Leave a comment

Global Foundries’s future lays in bringing the fabless business model to the analog industry. The transition to 300mm wafers could prove a big catalyst for that.

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Analyst Decoder Ring, Silicon, Strategy

Semis Top Five

February 3, 2023by D/D Advisors 2 Comments

We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive:
1. ADI & TI
2. QCOM
3. NVDA
4. Some chip company from China
5. The smoldering remains of Intel, probably owned by others.

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Apple, Google, Qualcomm, Roll Your Own, Silicon

How the Mighty Have Fallen

October 27, 2022by D/D Advisors 2 Comments

This downturn in semis is different from past cycles in that each segment seems to be taking a beating at different times. This cycle is serial, not parallel, and we probably need to see all of that play out before the sector starts to recover.

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Components, Stocks, 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

And then there were ten

July 14, 2020by D/D Advisors 1 Comment

Yesterday’s big news was the combination of Analog Devices and Maxim, two of the largest analog chip makers left in the US. We have been commenting on the consolidation among […]

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Analyst Decoder Ring, China, Components, M&A, The Street

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