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Tag Archives: Broadcom

Our Semis Are From the Niagara Falls Area

May 24, 2023by D/D Advisors 2 Comments

Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?

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Apple, Components, Networking, Qualcomm, Roll Your Own, Silicon, Wireless

Why M&A is not a good path for Qualcomm

March 17, 2023by D/D Advisors 1 Comment

Just for the sake of argument could Qualcomm buy its way back to near-term revenue growth? We take a not-so-serious look at one option. The point is there are not a lot of good targets left.

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M&A, Qualcomm, Strategy, Wireless

Semis Top Five

February 3, 2023by D/D Advisors 2 Comments

We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive:
1. ADI & TI
2. QCOM
3. NVDA
4. Some chip company from China
5. The smoldering remains of Intel, probably owned by others.

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Apple, Google, Qualcomm, Roll Your Own, Silicon

How the Mighty Have Fallen

October 27, 2022by D/D Advisors 2 Comments

This downturn in semis is different from past cycles in that each segment seems to be taking a beating at different times. This cycle is serial, not parallel, and we probably need to see all of that play out before the sector starts to recover.

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Components, Stocks, The Street
modern radio set placed on wooden crate

Will Apple build its own RF chips?

August 30, 2022by D/D Advisors 3 Comments

Will Apple build its own RF chips – it turns out this is much more complicated than it sounds, and Apple is already getting almost everything it wants from its RF suppliers. However, nowhere in this piece do we say it will never happen.

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Apple, Qualcomm, RF, Roll Your Own, Silicon, Wireless

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

Home Depot for DIY Chips

July 8, 2022by D/D Advisors 2 Comments

The large, incumbent chip companies are all choosing to embrace the trend of Roll-Your-Own chips by offering support services to non-chip companies’ efforts. Done well this may end up driving those customers to buy more catalog parts. Hopefully.

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Enterprise Electronics, Qualcomm, Roll Your Own, Strategy

What has Broadcom Become?

June 15, 2022by D/D Advisors 3 Comments

Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]

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Analyst Decoder Ring, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy

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

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

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  • AI Semis – the Have and Have Nots
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  • Our Semis Are From the Niagara Falls Area
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