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Tag Archives: Indie

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The Dullest Parts Matter the Most

March 17, 2023by D/D Advisors 2 Comments

Semi companies are going to need to adjust their cost structures to compete in a semi-custom world. This sounds boring but it can become a real source of competitive differentation.

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Analyst Decoder Ring, Components, Management
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Lessons in Custom from Analog Semis

September 29, 2022by D/D Advisors Leave a comment

Analog companies have many tricks they use to build almost custom semis, and it seems likely that the digital chip makers will start to emulate some of these practices more often.

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Silicon

Custom Silicon and Start-ups

July 12, 2022by D/D Advisors Leave a comment

The shift from general purpose silicon to semi-custom and tailored SoCs presents a big opportunity for chip start-ups. If they follow a few simple rules.

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Autonomous Vehicles, Enterprise Electronics, Roll Your Own, Silicon, The Edge

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  • How to Save Android
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  • Can Qualcomm Ever Grow Again?
  • The Dullest Parts Matter the Most
  • Why M&A is not a good path for Qualcomm

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