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Tag Archives: ARM

No Going Back: The New Data Center

December 1, 2023by D/D Advisors 1 Comment

The numbers on data center processor revenue share are stark. Nvidia has been growing strongly for years and now dominates the league tables. The only question is really what is the new status quo for their share?

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AI

Arm and RISC V: Can There Only Be One?

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

Everyone assumes that Arm and RISC V are locked in a Highlander contest where there can only be one, but in practicer we think we are going to see a lot more chips containing both, sitting next to each other.

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RISC V, Silicon
floor plan on table

Semis IP Market Overview

November 14, 2023by D/D Advisors Leave a comment

The market for Semis IP has gotten a lot more interesting in recent years, and looks set to become even more so. And while the incumbents retain their market concentration, the changing nature of compute is opening the doors to many new entrants.

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Silicon

Things Learned About Investors from the Arm Earnings Call

November 9, 2023by D/D Advisors Leave a comment

Arm actually turned in a fairly strong set of results. Good growth. Backlog grew by $1 billion. But it is early days for this recent IPO and the company is still learning the Language of the Street.

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Analyst Decoder Ring

Apple M3 and the State of CPUs

November 2, 2023by D/D Advisors 3 Comments

Apple’s M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched 3 chips all at once. It is only getting harder to compete with them.

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AI, Analyst Decoder Ring, Apple, Google, Qualcomm, Silicon

PC CPUs get more interesting

October 24, 2023by D/D Advisors Leave a comment

Microsoft is opening up the market for Arm-based laptop CPUs. This is bad news today for Qualcomm, and potentially bad for Intel over the very long term

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Apple, Gaming, Qualcomm, Silicon

SiFive Overview

October 18, 2023by D/D Advisors Leave a comment

RISC V pioneer SiFive has gone through several iterations, but has now solidified a business model that essentially positions it as a direct competitor to Arm. If they can continue to execute they will benefit from much of the very healhty RISC V momentum

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RISC V, Roll Your Own, Silicon

Arm IPO – the $52 Billion Question

September 7, 2023by D/D Advisors 1 Comment

Arm now has a roadshow video which provides insight into the company’s growth plan. It also has a new target valuation. At $52 billion that remains challenging, but at least we now have an outline of how the company plans to grow.

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Analyst Decoder Ring, IPO, Qualcomm

Arm IPO 2 – The Search for More Money

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

Arm is a good company, but the rumored $64 billion valuation for their IPO will likely doom it as a stock/

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IPO

Arm IPO – Second Impressions

August 23, 2023by D/D Advisors Leave a comment

Arm’s IPO filing – the gift that keeps giving – highlights so far: IPO proceeds go entirely to Softbank; a close look at ARM’s end market TAM by segment, and a valuation for Ampere.

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Analyst Decoder Ring, IPO, Qualcomm

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  • No Going Back: The New Data Center
  • Arm and RISC V: Can There Only Be One?
  • Can Qualcomm compete in Custom Silicon?
  • Dubious Historical Parallels – The 5:5:3 Treaty
  • Investor Relations in a Downturn

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