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Tag Archives: AMD

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

Heterogeneous Compute

February 23, 2021by D/D Advisors 1 Comment

Heterogeneous Compute – The competitive dynamics of the processor markets were static for years, but the demand for “AI” and the emergence of new customers/competitors means the market for all processors is likely to shift considerably in coming years.

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Apple, Autonomous Vehicles, Google, Qualcomm, Silicon, Strategy

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

Lies, Damned Lies, and Benchmarks

February 2, 2021by D/D Advisors 1 Comment

Lies, Damned Lies, and Benchmarks – a string of benchmarks and leaks highlights the growing urgency phone makers have in closing the silicon gap with Apple, and Qualcomm’s surprising stumbles in the market.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon

Where will Apple take Silicon next?

December 10, 2020by D/D Advisors 1 Comment

Where will Apple take Silicon next? – Apple is looking to build its own GPUs next, and that will give them a clever way to boost PC margins.

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Analyst Decoder Ring, Components, Silicon, Strategy

Should Intel Split in Two?

October 29, 2020by D/D Advisors 3 Comments

Should Intel Split in Two? – Spinning off its fabs helped AMD turn the corner. Intel should consider something similar, but it will definitely be very hard to pull off.

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Analyst Decoder Ring, M&A, Silicon, 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

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

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