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Tag Archives: Apple

Is Qualcomm Going Back into the Data Center?

June 3, 2022by D/D Advisors Leave a comment

We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.

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Analyst Decoder Ring, Components, Enterprise Electronics, Google, Qualcomm, Roll Your Own, The Cloud

W(h)ither Arm?

February 2, 2022by D/D Advisors Leave a comment

It is now likely that Arm will go public. As a public company they may finally have to face up to the challenges facing them.

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Analyst Decoder Ring, Components, M&A, Silicon, Strategy, Wireless

Roll Your Own Adventure

August 25, 2021by D/D Advisors 2 Comments

Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.

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Components, Silicon

Choose Your Fighter

February 25, 2021by D/D Advisors 7 Comments

Choose Your Fighter – Networking is a growing pain point for the gaming industry, but solving the problem will be hard across gaming’s diversified ecosystem.

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eSports, Gaming, Google, Networking

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

Arm for sale?

July 16, 2020by D/D Advisors 2 Comments

Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.

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Analyst Decoder Ring, China, Components, Qualcomm, Silicon, Strategy

Apple Silicon – The Rest of Us

June 24, 2020by D/D Advisors 14 Comments

Apple Silicon – The Rest of Us – Apple’s silicon design team has not only delivered an impressive CPU, but they also appear to be managed better than any other chip company out there.

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Apple, Qualcomm, Silicon, Strategy

Apple Silicon – First Impressions

June 23, 2020by D/D Advisors 5 Comments

Apple Silicon – First Impressions – Using the flexibility of a custom design, Apple seems to have made huge improvements in power efficiency, but used those to boost the raw performance of their laptops, without harming battery life.

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Apple, Components, Marketing, Silicon

Mac on ARM – a few thoughts from the trenches

June 16, 2020by D/D Advisors 2 Comments

A lot of smart people are saying that Apple is going to announce its own CPUs at their upcoming WWDC Developer Conference. Having spent many years working to build support […]

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Appconomy, Apple, China, Enterprise Electronics, Silicon

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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