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Tag Archives: Ampere

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

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
dslr camera flat lay

How to sell a CPU

April 11, 2023by D/D Advisors Leave a comment

Designing a chip is the easy part – actually selling it to a hyperscaler is hard and can take years.

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Silicon, The Cloud

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  • 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
  • Two Great Tastes That May Not Go Great Together

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