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Tag Archives: china

Should Intel Split in Two?

October 29, 2020by D/D Advisors 3 Comments

Should Intel Split in Two? – Spinning off its fabs helped AMD turn the corner. Intel should consider something similar, but it will definitely be very hard to pull off.

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Analyst Decoder Ring, M&A, Silicon, Strategy

How Can (Should) the US Re-Build Its Semis Industry?

May 18, 2020by D/D Advisors 3 Comments

UPDATED: This is an updated version of our post to reflect TSMC’s announcement this morning. This has been a busy week for the semiconductor industry. This topic has been eating […]

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Management, Qualcomm, Silicon, Strategy, Tin Foil Hat

Down a 5G Rabbit Hole

May 11, 2020by D/D Advisors 1 Comment

Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….

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Enterprise Electronics, Networking, Qualcomm, Strategy, Tin Foil Hat, Wireless

D/D #10: Drones, Selfie Sticks and Connected Everything

January 12, 2015by D/D Advisors Leave a comment

[This is the introduction to my latest note. E-mail us to join the mailing list for the full note.] There is no way for the human mind to fully grasp the […]

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China, Components

Operating Systems with Chinese characteristics – revisited

August 30, 2013by D/D Advisors 4 Comments

HTC is reportedly working on a new operating system (OS), one that is specifically tailored to a Chinese audience. This is a smart strategic move for them, software is they […]

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Android, China, Google, Mobile OS

A Very Big Market – China’s Handset OEMs

June 3, 2013by D/D Advisors 4 Comments

In the 1980’s we saw the emergence of the PC production complex around Taiwan. This decade we are going to see a smart-device complex emerge around Shenzhen and South China. […]

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Android, China, Google, Wireless

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  • Semis Top Five
  • The Sixth Sense – We See Data
  • Consider Yourselves Warned – China Autos
  • Shenzhen Wasn’t Built in a Day
  • How Soft is that Hardware?

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