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Tag Archives: Apple

The Changing Face of Compute

August 1, 2022by D/D Advisors 6 Comments

A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.

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Autonomous Vehicles, Enterprise Electronics, Qualcomm, Roll Your Own, Strategy, The Cloud, The Edge

Is Qualcomm Going Back into the Data Center?

June 3, 2022by D/D Advisors 1 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

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