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Tag Archives: ARM

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Two Great Tastes That May Not Go Great Together

May 19, 2023by D/D Advisors Leave a comment

Analog and digital chip companies have operated largely independently for years, but those boundaries are shifting, which may be opening up some major opportunities.

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Wireless

The Power of Open Source?

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

RISC V chips may be seeing some progress with getting software optimized for it. We could end up in a world in which open source software runs on open source semis, while closed software, as in cars and mobile phones, runs on Arm.

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RISC V

Arm vs Qualcomm – FUD edition

November 1, 2022by D/D Advisors Leave a comment

Qualcomm claims Arm wants to shift its business model to charge OEMs rather than chip companies. We think is unlikely, but wow will it be hard if they do try to make that shift.

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Analyst Decoder Ring, Qualcomm, RISC V, Wireless

Arm: Credit where credit is due

September 9, 2022by D/D Advisors Leave a comment

Arm is now a real force in the data center. With all of the “Super 7” running Arm CPUs, and the software industry increasingly recognizing the benefit of porting to Arm, we are at or approaching a significant tipping point in this massive market.

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Enterprise Electronics, Roll Your Own, Silicon
lawyers looking at divorce paper

Arm v. Qualcomm

September 1, 2022by D/D Advisors Leave a comment

While Arm may be able to beat Qualcomm in court, their lawsuit risks creating a really challenging marketing message, especially at a time when the threat of RISC V looms ever larger. Maybe they win the legal battle, but lose the marketing war.

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Qualcomm, 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.

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

Will someone else buy Arm?

June 28, 2022by D/D Advisors 2 Comments

There seems to be some momentum for Arm to sell itself to some sort of consortium of major licensees. In theory, this could be a good outcome, but in practice would be very complex.

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Analyst Decoder Ring, M&A, Qualcomm, Strategy, Wireless

Wave of Computation

March 24, 2022by D/D Advisors Leave a comment

Nvidia’s Analyst Day demonstrated the company is now the leading force in the data center. They have risen to this crest on the back of some incredible execution, and their rise shows the very powerful wave washing through the market for compute semis。

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Analyst Decoder Ring, Roll Your Own, Silicon, The Cloud

Five thoughts on SiFive

March 17, 2022by D/D Advisors Leave a comment

RISV V’s leading proponent SiFive has some great momentum, but it also faces many obstacles ahead.

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Components, Roll Your Own, Silicon

The Shrinking of Arm

March 16, 2022by D/D Advisors 1 Comment

Arm is cutting jobs in advance of its IPO – we think their reasons for these cuts are likely misplaced, and probably creates more problems for them in the years ahead.

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Analyst Decoder Ring, IPO, Silicon, The Street

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