Digits to Dollars

Deep Tech, Semis and More

Main Menu

Skip to content
  • About Us
  • Book
  • Consulting
  • Resources
    • Past Research
      • A Big Market – China’s Smartphone OEMs

Tag Archives: Apple

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.

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

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.

Read Article →
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.

Read Article →
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.

Read Article →
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.

Read Article →
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.

Read Article →
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.

Read Article →
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.

Read Article →
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.

Read Article →
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.

Read Article →
Apple, Components, Marketing, Silicon

Post navigation

1 2 Next →

Buy our book!

A Practical Guide to IPOs

Processing…
Success! You're on the list.
Whoops! There was an error and we couldn't process your subscription. Please reload the page and try again.
  • 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

Category Cloud

Analyst Decoder Ring Android Appconomy Apple Autonomous Vehicles blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking IoT IPO M&A Management Mobile OS Mobile Web MWC Networking Qualcomm Roll Your Own Silicon Stocks Strategy The Cloud The Street The Valley Wireless

Contact Us:

info@digitstodollars.com

Contact Us:

info@digitstodollars.com
Powered by WordPress.com.
 

Loading Comments...