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Tag Archives: AMD

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
men fighting in the ring

Marketing CPUs in a Multi-Polar World

May 25, 2023by D/D Advisors Leave a comment

How do CPU companies market in a newly, highly-fragmented market? There are no easy answers in this very complex, rapidly moving environment, but there is some hope.

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Roll Your Own, Silicon
a close up on a female like hands assembling broken white plate

AI Semis Market Landscape

May 17, 2023by D/D Advisors Leave a comment

There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.

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Autonomous Vehicles, Deep Tech, Electric Vehicles, Roll Your Own, Silicon

How many CPUs do we need?

April 28, 2023by D/D Advisors Leave a comment

Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.

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China, Deep Tech, Qualcomm, RISC V, Roll Your Own, Silicon, Strategy

Data Center Market Math

April 13, 2023by D/D Advisors 2 Comments

The data center silicon market is massive, but also challenging for incumbents let alone new entrants. We do some math to back this up.

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Deep Tech, Enterprise Electronics, Roll Your Own, Silicon, The Cloud
brown wooden mouse trap with cheese bait on top

Why is Amazon building CPUs?

August 16, 2022by D/D Advisors 6 Comments

AWS cannot control the software it runs, but it can still benefit from having its own CPU by reducing power consumption and thus increasing capacity of its data centers. And maybe that also introduces a new form of customer lock-in.

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Enterprise Electronics, Roll Your Own, Silicon

Home Depot for DIY Chips

July 8, 2022by D/D Advisors 2 Comments

The large, incumbent chip companies are all choosing to embrace the trend of Roll-Your-Own chips by offering support services to non-chip companies’ efforts. Done well this may end up driving those customers to buy more catalog parts. Hopefully.

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Enterprise Electronics, Qualcomm, Roll Your Own, Strategy

A Quick Overview of AMD

July 6, 2022by D/D Advisors Leave a comment

AMD is a good proxy for the rest of the semis industry – beset by cyclical challenges but also increasingly well-positioned for the changing shape of the industry.

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Qualcomm, Roll Your Own, Silicon, Stocks

Will someone else buy Arm?

June 28, 2022by D/D Advisors 2 Comments

There seems to be some momentum for Arm to sell itself to some sort of consortium of major licensees. In theory, this could be a good outcome, but in practice would be very complex.

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Analyst Decoder Ring, M&A, Qualcomm, Strategy, Wireless

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

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  • What is happening to semis stocks this quarter?
  • The “Ideal” semis start-up
  • AI Semis – the Have and Have Nots
  • Marketing CPUs in a Multi-Polar World
  • Our Semis Are From the Niagara Falls Area

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